凯文·沃什自5月22日就任美联储主席以来，因在通胀和利率议题上沟通不足，正承受着来自经济学家与华尔街投资者的压力 1。在7月29日的新闻发布会上，他回避了关于是否加息的提问，此举引发市场困惑，推高了长期利率并增加了抵押借贷成本 1。受此影响，30年期美国国债收益率于上周达到19年来的最高水平，促使财政部长斯科特·贝森特采取行动回购债券以压低收益率 1。与此同时，特朗普总统持续呼吁降低利率，并试图移除美联储理事丽莎·库克 1。
面对当前的局面，沃什即将在怀俄明州杰克逊霍尔举行的美联储年度经济研讨会上发表演讲，外界期待他借此阐明应对顽固通胀的政策框架，以明确其实现2%通胀目标的立场 1。在此次演讲中，他计划聚焦人工智能、生产力、人口结构变化以及伊朗战争对全球经济的冲击等“大问题” 1。
New Federal Reserve Chair Kevin Warsh, who assumed office on May 22, is facing mounting pressure from economists and Wall Street investors due to insufficient communication regarding inflation and interest rates 1. With the central bank maintaining a 2% inflation target, market participants are expecting his upcoming speech at the Federal Reserve's annual economic symposium in Jackson Hole, Wyoming, where he is expected to outline his policy framework for tackling persistent inflation 1. During this address, Warsh plans to focus on major issues such as artificial intelligence, productivity, demographic shifts, and the impact of the Iran war on the global economy 1.
The urgency for clarity stems from the market's reaction to Warsh's previous press conference on July 29, where he avoided answering whether interest rates would be raised 1. This avoidance caused market confusion and drove up long-term interest rates, leading to increased mortgage borrowing costs 1. Consequently, the yield on the 30-year U.S. Treasury bond surged to its highest level in 19 years last week 1. In response to the rising yields, Treasury Secretary Scott Bessent has taken action to buy back bonds in an effort to push the rates down 1. Meanwhile, President Trump continues to call for lower interest rates and is attempting to remove Federal Reserve Governor Lisa Cook from her position 1.
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