Fed's Musalem

13 atoms · 跨 2 天 · 首见 2026-05-06 · 最近 2026-05-28

三色: 🟦 fact 12 · 🟥 take 1 · stance ▲2/▼6/◆3

来源: X 13

时态: fresh:12 · stale:1

标签: 好观点:12 · 好数字:1

叙事 (narrative) (1)

• 2026-05-28 · 利率上调风险表态
  Rate Hike Risk "Greater Than Zero" as Economy Stays Resilient
  tags: 好观点 · → daily
  value: direction=greater than zero

预测 (forecast) (5)

• 2026-05-28 · 通胀回归目标的速度将更慢
  Fed's Musalem: My baseline outlook is that inflation will take longer to come back down to target.
  tags: 好观点 · → daily
  value: date=2026-05-28
• 2026-05-28 · scenario of growth slowdown in 2H
  Fed's Musalem: There is a scenario that in 2H of the year we could see a growth slowdown.
  tags: 好观点 · → daily
  value: date=2026-2H
• 2026-05-06 · rates could stay steady for a period
  Plausible scenarios could require rates to stay steady for a period
  tags: 好观点 · → daily
• 2026-05-06 · plausible scenarios for rate increases and decreases
  Plausible scenarios exist for both rate increases and decreases.
  tags: 好观点 · → daily
• 2026-05-28 · 情景表述
  Also a scenario where growth slows and inflation falls.
  tags: 好观点 · → daily

立场 (position) (1)

事实 (fact) (6)

• 2026-05-06 · job gains near breakeven level
  Recent job gains have hovered near breakeven level.
  tags: 好数字 · → daily
• 2026-05-28 · 言论: 收益率上升中3/4归因于预期的中性利率上升
  Fed's Musalem: 3/4 of the yield rise due to the higher expected neutral rate.
  tags: 好观点 · → daily
• 2026-05-06 · labor market steadied after slow cooling
  Labor market appears to have steadied after slow cooling last year
  tags: 好观点 · → daily
• 2026-05-06 · inflation meaningfully above target
  Inflation is meaningfully above target.
  tags: 好观点 · → daily
• 2026-05-06 · current policy neutral or mildly supportive in real terms
  Current policy is neutral or mildly supportive in real terms
  tags: 好观点 · → daily
• 2026-05-28 · 关于美联储政策水平的表态
  Looks like Fed policy at or below long-run neutral.
  tags: 好观点 · → daily
  value: qty=at or below long-run neutral · date=当前

时间轴 (近 20)

• 2026-05-28 · forecast · 通胀回归目标的速度将更慢 · → daily
• 2026-05-28 · forecast · scenario of growth slowdown in 2H · → daily
• 2026-05-28 · forecast · 情景表述 · → daily
• 2026-05-28 · fact · 关于美联储政策水平的表态 · → daily
• 2026-05-28 · position · 认为宽松偏向不再与风险一致 · → daily
• 2026-05-28 · fact · 言论: 收益率上升中3/4归因于预期的中性利率上升 · → daily
• 2026-05-28 · narrative · 利率上调风险表态 · → daily
• 2026-05-06 · fact · labor market steadied after slow cooling · → daily
• 2026-05-06 · fact · job gains near breakeven level · → daily
• 2026-05-06 · fact · inflation meaningfully above target · → daily
• 2026-05-06 · forecast · rates could stay steady for a period · → daily
• 2026-05-06 · fact · current policy neutral or mildly supportive in real terms · → daily
• 2026-05-06 · forecast · plausible scenarios for rate increases and decreases · → daily

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