Main takeaway: US data showing weaker labor and improving inflation eased urgency for more Fed tightening. Jeff at BNY Mellon warned this doesn't resolve whether slowing growth is controllable or if policy expectations are overcorrected, and global narratives now differ: US focuses on Fed patience amid low inflation risk, while Europe shifts from emergency inflation fights to growth, fiscal credibility, and defense financing.
BlockBeats 消息，7 月 6 日，纽约梅隆银行高级宏观策略师杰夫指出，美国劳动力数据走软及通胀数据改善，已降低了美联储进一步紧缩的紧迫性，但这并未解决增长放缓是否处于可控范围、或政策预期是否已过度调整的问题。他表示：「全球叙事正变得不那么统一。」在美国，问题在于美联储能否在通胀风险不重新出现的情况下保持耐心；而在欧洲，讨论焦点正从紧急通胀管理转向经济增长、财政信誉及防务融资等议题。