旧金山联储主席 Daly：美联储可能还需进一步加息，但不必急于行动
旧金山联邦储备银行主席 Mary C. Daly 11月12日在 Stanford 大学的 Stanford 经济政策研究所（SIEPR）秋季政策论坛发表主旨演讲。据路透社报道，Daly 说，美联储可能需要进一步加息以应对居高不下的通胀，但不必急于行动。
Daly 说，她的倾向是还需要进一步紧缩。她指出，价格压力正从能源和商品扩散到服务领域，而服务通胀一旦升起就很难落下。她说，美国劳动力市场稳定、经济增长良好，但眼下确实有一个通胀问题。
她同时表示，不断上升的债券收益率受到欢迎，金融条件收紧给了决策者多一点时间作出经过仔细权衡的决定；具体加息多少、何时加息，要看接下来多个季度的更多数据，不必现在就定。部分美联储官员已表态支持在12月8日至9日的议息会议上更大幅度或更快加息，Daly 当天没有加入这一主张。
这次论坛的主题是超级智能（SI）时代的政策。Daly 说，超级智能目前对通胀和劳动力市场的影响还有限，但未来几年可能变得明显，特别是如果它像她预期的那样推高生产率增长。旧金山联储官网已发布这次演讲的官方活动页与演讲视频。
San Francisco Fed President Daly: Further Rate Hikes Likely Needed, but No Need to Hurry
Mary C. Daly, president and CEO of the Federal Reserve Bank of San Francisco, delivered keynote remarks on November 12 at the Stanford Institute for Economic Policy Research (SIEPR) Fall Policy Forum at Stanford University. According to Reuters, Daly said the Federal Reserve will likely need to raise interest rates further to deal with elevated inflation, without suggesting it should be in a hurry about it.
Daly said her bias is that further tightening will be needed, adding that price pressures are spreading beyond energy and goods and into services, where inflation can be very sticky. She said the labor market is stable and growth is good, but the United States definitely has an inflation problem right now.
She also said rising bond yields are most welcome and that tighter financial conditions give policymakers a little more time to make really calibrated decisions, with the exact amount and timing of further tightening depending on many more quarters of data. Some Fed policymakers have signaled support for bigger or faster rate hikes beginning with the December 8-9 policy meeting; Daly did not join that group on Thursday.
The forum's theme was economic policy in the age of AI. Daly said AI is not having an outsized impact on inflation or the labor market now, but it could in the next few years, particularly if it pushes up productivity growth as she expects. The San Francisco Fed has posted the official event page and video of the remarks on its website.
来源：旧金山联邦储备银行
发布：GSM·美国（发布链接）
图片来源：图：美联储大楼（华盛顿）。四级图库联邦核心包，美联储大楼固定图。 / Photo: Federal Reserve building in Washington. Federal core asset pack.
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