作者：劳拉·柯蒂斯明尼阿波利斯联邦储备银行行长尼尔·卡什卡利表示，他对美国经济正在萎缩、唯一亮点是人工智能相关建筑热潮的说法持怀疑态度。
By Laura Curtis Federal Reserve Bank of Minneapolis President Neel Kashkari said he was skeptical of the argument that the US economy is shrinking but for a boom in construction related to artificial intelligence.
“我怀疑其他经济领域正在收缩，”卡什卡利周三在纽约市外交关系委员会的一次活动上表示。“如果你看看企业利润，它们在经济许多领域普遍强劲增长，而不仅仅是那些与人工智能建设直接相关的领域。”
“I’m skeptical that the rest of the economy is contracting,” Kashkari said Wednesday at a Council on Foreign Relations event in New York City. “If you look at corporate profits, they’ve generally been up very strong across many sectors of the economy, not only those directly related to the AI build out.”
这位明尼阿波利斯联储行长指出，失业率为4.1%，以及“全国范围内裁员非常少，失业申请非常低”，但他承认住房市场面临压力。
The Minneapolis Fed chief pointed to an unemployment rate of 4.1%, as well as “very low layoffs nationally, very low unemployment claims nationally,” but acknowledged that housing is under pressure.
“我认为经济许多领域表现良好。但人工智能显然是真正的增长引擎，”他说。
“Many sectors of the economy, I think, are doing well. But AI is clearly the real engine of growth,” he said.
美联储政策制定者在9月15日至16日的会议上一致投票决定将利率提高25个基点，这是自2023年以来的首次加息。他们还根据中位数预测表示支持今年再加息一次、明年加息一次。
Fed policymakers voted unanimously to raise interest rates by a quarter percentage point at their Sept. 15-16 meeting, the first rate hike since 2023. They also signaled support for one additional rate hike this year and one next year, based on median projections.
卡什卡利表示，他的预测与中位数一致，但补充说新数据可能会改变他的展望。
Kashkari said his projections fell in line with the median, but added that new data might change his outlook.
他表示，通胀仍然过高，他希望美联储能通过适度调整来抑制价格增长。
Inflation, he said, remains too high and he hoped the Fed could tame price growth with modest adjustments.
美国央行官员越来越担心，通胀并不局限于受中东冲突或关税影响的类别。
US central bankers have grown increasingly concerned that inflation isn’t contained to categories impacted by the conflicts in the Middle East or tariffs.
“能源几乎进入我们购买的所有东西，”卡什卡利说。“与公司谈谈。整个经济的运输成本都在上涨，既因为燃料价格，也因为劳动力供应。”
“Energy goes into virtually everything that we buy,” Kashkari said. “Talk to companies. Shipping costs are going up all around the economy, both because of fuel prices and also for labor availability.”