波士顿联储主席 Collins：通胀过高且在扩散，近期再收紧政策是合适的
波士顿联邦储备银行行长 Susan Collins 11月13日表示，美国通胀仍然过高，而且正在扩散，货币政策的方向已经明确，近期再作进一步收紧是合适的。她说，最终需要的收紧幅度，可能比她几个月前设想的还要大一些。
Collins 当天在波士顿联储主办的一场住房会议期间接受彭博电视采访。她说：「我认为，货币政策需要往哪个方向走是明确的，我认为很快再有一些额外的收紧是合适的。」她还表示：「有这样一种可能：一条比我几个月前写下设想时略紧一些的政策路径，才是合适的。」被问到利率应该升到多高、节奏应该多快时，她没有给出答案，只说政策的方向明确，但节奏与终点并不明确，有关决定将逐次会议作出；在她看来，基准情形是对政策作审慎的调整。她说，近期的通胀数据「不如我所希望的那样令人鼓舞」，同时劳动力市场看起来根基稳固。
同一天，Collins 在波士顿联储第70届经济会议致开幕辞，题目是《住房市场挑战观察》。她谈到，为了冷却经济、把通胀压下来，有时需要较高的利率，这在短期内会让买房和建房都变得更贵；但她强调，有时正需要收紧政策来确保价格稳定，而稳定、可预期的价格环境，从长远看有利于住房市场与整体经济。
美联储今年9月将联邦基金利率目标区间上调25个基点，至3.75%至4.00%，那是三年来的首次加息，10月则按兵不动。下一次议息会议定于12月8日至9日举行，市场普遍预计届时将再次加息，并预计明年1月可能继续加息。美国劳工统计局11月13日公布，10月生产者价格指数较上年同期上涨6.5%，为2022年11月以来的最大同比涨幅。美联储理事沃勒近日表示，若核心通胀再次超出预期，应考虑一次加息50个基点；旧金山联储主席 Daly 近日也表示，美联储可能还需进一步加息。
关联：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
关联：美联储理事Waller支持12月加息25个基点：核心通胀若再涨0.3%应考虑加息50个基点
Boston Fed President Collins: Inflation Too High and Broadening, More Tightening Warranted Soon
Susan Collins, president of the Federal Reserve Bank of Boston, said on November 13 that U.S. inflation remains too high and is broadening, that the direction of monetary policy is clear, and that some additional tightening of policy will be appropriate soon. The tightening ultimately needed, she said, may be somewhat greater than she had expected a few months ago.
Collins spoke in an interview with Bloomberg Television while attending a housing conference hosted by her bank. "I think it's clear the direction that monetary policy needs to go and I would think that soon some additional firming, tightening of policy is appropriate," she said. She added: "I think it may be that a bit of a tighter policy path than I had penciled in a couple of months ago might be appropriate." Asked how high or how fast rates should move, she declined to say, noting that the direction of policy is clear but its pace and destination are not, and that decisions will be made meeting by meeting; in her view, the base case is one of careful adjustments to policy. Recent inflation data, she said, has been "less promising than I had hoped," while the labor market appears to be on solid footing.
Earlier the same day, Collins delivered opening remarks titled "Observations on Housing Market Challenges" at the Boston Fed's 70th Economic Conference. She noted that the higher interest rates sometimes needed to cool the economy and keep inflation in check can, in the near term, make homes more expensive to buy and to build. But she stressed that tighter policy is needed at times to ensure price stability, and that stable, predictable prices benefit the housing market and the broader economy over the longer run.
The Federal Reserve raised its benchmark rate by a quarter point in September, to a range of 3.75% to 4.00% — its first rate increase in three years — and held it steady in October. The next policy meeting is scheduled for December 8-9, and markets widely expect another increase then, with a further move possible in January. The Bureau of Labor Statistics reported on November 13 that the producer price index rose 6.5% in the 12 months through October, the largest 12-month increase since November 2022. Fed Governor Christopher Waller said recently that a half-point increase should be considered if core inflation again comes in hot, and San Francisco Fed President Mary Daly has also said the Fed will likely need to raise rates further.
Related: 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
Related: 美联储理事Waller支持12月加息25个基点：核心通胀若再涨0.3%应考虑加息50个基点
来源：波士顿联邦储备银行
发布：GSM·美国（发布链接）
图片来源：图：位于波士顿大西洋大道600号的联邦储备银行大楼，波士顿联邦储备银行总部所在地。Beyond My Ken 摄，CC BY-SA 4.0，经 Wikimedia Commons，本站裁为16:9。 / Photo: The Federal Reserve Bank Building at 600 Atlantic Avenue in Boston, home of the Federal Reserve Bank of Boston. By Beyond My Ken, CC BY-SA 4.0, via Wikimedia Commons; cropped to 16:9 by GSM.
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