美联储还会加息吗?

李迅雷金融与投资2023-03-21

今年以来,市场对美联储加息路径预期呈现过山车式反复,就业市场超预期走强,通胀如期下行,银行业流动性危机爆发,美联储加息是否已到末局?现有货币政策目标会进行修改吗?三月份及以后会否停止加息?本文据此展开分析。就业:年内失业率难现高点劳动力参与率较疫前仍低0.8%。我们将劳动参与率变动拆分成三部分:由于人口结构变化导致的永久变动、由于失业率的猛烈变化而导致的劳动参与率的暂时下降,以及不包括这两项的其它...

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