鴿王葉倫說話了:
"The pandemic-fueled unemployment rate will remain elevated for years to come without more federal support, Yellen said, citing an analysis from the Congressional Budget Office. Without additional stimulus, it could take until 2025 to send the unemployment rate back down to 4%.
疫情肇始的失業率問題如果沒有聯邦政府的幫忙,將可能維持在高檔數年。葉倫引用 Congressional Budget Office 國會預算辦公室的分析:如果沒有額外的刺激方案,將遲至 2025 年才能把失業率降回 4%。
Yellen says U.S. could return to full employment next year if Congress passes $1.9 trillion stimulus.
葉倫說如果國會通過 $1.9 兆紓困,美國可以在 2022 回歸充分就業 (約 4% 失業率)。
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之前請大家注意兩個指標,a) 自然失業率回到 4% 附近的位置、b) 平均通膨目標達 2%,達成上開條件可以期待收斂資金關掉水龍頭。
但即便如此也不代表對股市會有立即致命的影響,可以參照附圖,之前 QE 關掉之後指數還是撐在那。某種程度來說一個市場上大家都有預期準備的事情,可能就不會照想像中的劇本去執行。
也就是說機構法人多半也會盯著這樣的指標,故殊難想像會等到條件達成日才會引起恐慌修正,或許提前或許遞延。這有點像是之前美債殖利率倒掛指標,發生之後大家都知道對前景趨保守,也可能對股市造成負面影響,但修正日什麼時候到來還是沒人算得準。
https://www.cnbc.com/2021/02/07/covid-stimulus-yellen-says-us-could-return-to-full-employment-next-year-if-relief-passes.html?utm_term=Autofeed&utm_medium=Social&utm_content=Intl&utm_source=Facebook&fbclid=IwAR0DkWNrd28Jv9dmulRrq52aFujvlTnGODRLqC0ElpcqKfPR_eZcGKB8cmo#Echobox=1612719396
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