브라이언 제이콥센: 중동 갈등이 미국 인플레이션 경로를 변화시킬 것이며, 연준은 움직이지 않을 것이다
Mar 11, 2026 20:53:43
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据金十报道，Annex Wealth Management 首席经济学家 Brian Jacobsen 表示，2 月通胀数据原本正朝着正确方向发展，但中东冲突的出现改变了这一轨迹。能源原本可能带来通缩，现在反而将带来通胀。由于化肥市场陷入混乱，食品价格也可能开始显示出通胀加速的迹象。美联储很可能会强调维持利率不变，但货币政策无法重新打开霍尔木兹海峡，因此这些强硬表态很可能只是口头上的。
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