纽约联邦储备银行行长约翰·威廉姆斯表示，美国通胀仍然居高不下，政策制定者必须采取进一步行动来抑制价格压力。“通胀远远过高，即使在最新数据中仍然居高不下，”威廉姆斯周四晚间在纽约一场活动上表示。“我们需要随着时间的推移采取行动，确保我们能够及时且持续地将通胀率降至2%的目标。”与此同时，他表示，美联储必须“确保不会对我们的最大就业任务造成不必要的损害”。
Federal Reserve Bank of New York President John Williams said US inflation remains high and policymakers must take further action to contain price pressures.“Inflation is far too high and it continues to be high even in the latest data,” Williams said Thursday evening at an event in New York. “We’ll need to take actions over time that will ensure that we get inflation back to our 2% goal promptly and on a sustained basis.”At the same time, he said the Fed must be “making sure that we don’t do undue harm to our maximum employment mandate.”
威廉姆斯还表示，总体而言，经济似乎并未失衡。美联储在9月实施了三年来的首次加息后，上个月维持利率不变，以等待更清晰的经济数据。此后，官员们表示普遍认为需要加息以应对高企的通胀，但对适当的加息步伐存在分歧。一些官员，如费城联储行长安娜·保尔森本周表示，“进一步逐步收紧似乎是合适的。”但美联储理事克里斯托弗·沃勒则表示，如果10月的通胀数据高于预期，美联储最早可在下个月实施半个百分点的更大幅度加息——而在他发表讲话后不久，数据确实如此。
Williams also said that overall, the economy doesn’t seem out of balance. After delivering its first interest-rate hike in three years in September, the Fed held rates last month to await clearer economic data. Since then, officials have signalled broad agreement that rates need to rise to address elevated inflation, but they differ on the appropriate pace. Some officials, like Philadelphia Fed President Anna Paulson, said this week that “further gradual tightening seems appropriate.”But Fed Governor Christoper Waller opened the door to a larger, half-percentage-point hike as early as next month if inflation data for October came in hotter than expected — which it did, shortly after he spoke.
数据清晰威廉姆斯表示，美联储在9月同意评估即将公布的数据，以便“对正在发生的事情有更清晰的认识”，然后在下一次会议上对政策做出决定。“我们将继续这一过程，”他说。“我觉得数据正在非常清楚地向我们传递信息——经济强劲，劳动力市场继续加强，通胀持续存在，”他说。“在将货币政策推向正确位置方面，我们还有工作要做。”
Data ClearWilliams said that the Fed had agreed in September to assess forthcoming data to get a “clearer picture of what’s going on” and then make a determination on policy at the next meeting. “We’ll continue to do that process,” he said.“I feel that the data is speaking very clearly to us — the economy is strong, labour market continues to strengthen, and inflation is persistent,” he said. “We still have work to do in terms of getting monetary policy to the right place.”
周二的通胀报告显示，剔除食品和能源成本的核心消费者价格10月较上月上涨0.3%，连续第三个月高于预期。
Tuesday’s inflation report showed underlying consumer prices, excluding food and energy costs, rose by 0.3% in October from the prior month — topping estimates for a third straight month.
芝加哥联储主席奥斯汀·古尔斯比称这些数据“处于令人不安的边缘”。利率期货目前显示，投资者预期在接下来的三次会议上（分别在12月、1月和3月）每次都将加息25个基点。就业市场威廉姆斯是联储政策委员会中的中间派，其关于经济状况和政策的言论备受关注。在联储主席凯文·沃什减少了自己对经济和利率可能路径的公开表态之际，威廉姆斯的言论偶尔会推动金融市场波动。
Chicago Fed President Austan Goolsbee called the data “borderline disturbing.”Interest-rate futures now suggest investors expect quarter-point increases at each of the next three meetings, in December, January and March. Job MarketWilliams, a centrist on the Fed’s policy committee, is closely followed for his remarks on the state of the economy and policy. They occasionally move financial markets at a time when Fed Chairman Kevin Warsh has curtailed his own public views on the economy and the likely path of interest rates.“The US economy not only continues to grow, but actually seems to be strengthening,” the New York Fed chief said.
“美国经济不仅持续增长，实际上似乎正在增强，”这位纽约联储行长表示。“我们在劳动力市场也看到了这一点。但我们没有看到经济过热的迹象，也没有看到经济以某种方式失衡的迹象。”
“We’re seeing that also in the labour market. But we’re not seeing signs of the economy overheating, or signs that somehow the economy is out of balance.”
上周数据显示，美国10月就业增长激增，失业率意外微降至4.1%。整体私营部门薪资增长为3月以来最强劲。
Last week, data showed that US job growth surged in October, with the unemployment rate unexpectedly edging down to 4.1%. Overall private-sector payroll growth was the strongest since March.
转而谈及对美国政府借贷规模的担忧，威廉姆斯在周四的小组讨论中给出了乐观的看法。
Turning to concerns about the scale of US government borrowing, Williams offered an optimistic take in Thursday’s panel discussion.“This is not an economic problem for the United States,” he said, while noting that other nations are also dealing with fiscal concerns, including riot-hit France.
“这对美国不是一个经济问题，”他说，同时指出其他国家也在应对财政担忧，包括遭遇骚乱的法国。“我们的增长速度比几乎任何国家都快；我们拥有即将到来的人工智能繁荣——我预计我们将迎来十年的高强度增长——因此我们有经济手段来应对我们继承下来的财政局面。”
“We’re growing faster than almost anybody; we have this AI boom that’s ahead of us — where I expect we’ll have a decade of high, strong growth — so we have the economic means to meet the fiscal situation that we’ve inherited.”“We just need the political will to address that,” Williams said.
“我们只需要解决这一问题的政治意愿，”威廉姆斯说。“这正是让我充满希望的原因。”
“That is what gives me hope.”
尽管如此，这位纽约联储行长表示，从较近期来看，经济强劲的某些份额“可能更脆弱。可能会出现这种情况：如果发生显著的经济放缓，或对人工智能的热情发生变化，我们会看到那种回落。”
Still, the New York Fed president said in the nearer term some share of economic strength is “maybe more fragile. It could be that, if there was a significant economic slowdown or a change in enthusiasm for AI, that we would see some of that kind of a pullback.”Read Also: Anthropic IPO: Mega issue oversubscribed 6 times, Bloomberg reports