“he warned that tariffs could nudge prices higher
in the second half of 2025.”Coin Bureau, dẫn lời nguồn khác: Lạm phát sẽ tăng
Được nói ngày 12/07/2025, tại 5:07 trong video.
Khung thời gian được kiểm chứng
Chỉ số giá tiêu dùng (CPI): Cục Thống kê Lao động Mỹ (BLS), qua FRED, số liệu công bố lần đầu. Vùng tô là khung thời gian được kiểm chứng; vùng xám là các giai đoạn suy thoái.
Kết quả ở từng khung thời gian
Hiển thị đủ mọi khung, không chọn khung có lợiDự báo của người khác — không chấm
Ngữ cảnh xung quanh
concerns over Trump's public weighing of candidates, claiming the early nomination talks look designed to let a chosen successor guide expectations while Pal still occupies the big office. If Waller is that successor, the process has already begun. Waller's policy DNA certainly tilts doubbish but also pragmatic. He has spent much of the past year insisting that supply side shocks whether energy spikes or the renewed tariff barrage tend to wash out of the inflation data faster than people expect. In the same speech we referred to earlier, he warned that tariffs could nudge prices higher in the second half of 2025. Yet he framed that pop as temporary and said stable long-run inflation expectations are the real north star. The market translation is simple. Waller will tolerate a short-lived bump in inflation measures if it means safeguarding growth and employment. And he would likely lean toward rate cuts the moment the labor market starts to wobble. For bonds, that likely means lower short-term yields. And if he does become Fed chair, a flatter yield curve overall. And that's because the markets would expect the Fed to cut rates more quickly than the
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Thêm nhận định về Lạm phát
Graham Stephan, dẫn lời nguồn khác: một nhận định không rõ hướng
“they're now expecting interest rates to increase a little bit in 2026 before falling back down again in 2027 and once again in 2028. They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
17/06/2026
Graham Stephan, dẫn lời nguồn khác: Lạm phát sẽ lên 3.6%
“They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
17/06/2026
Graham Stephanmột nhận định đang được xem xét lại
“First, taxes are going up.”
01/06/2026
Graham Stephanmột nhận định không rõ hướng
“First, we could see inflation slowly subside and yields come back down on their own, or yields keep going up and eventually the Federal Reserve has to step in.”
18/05/2026
Graham Stephan, dẫn lời Goldman Sachs: Lạm phát — quanh mức 1%
“Goldman Sachs estimates that this would still push inflation up by 1% through mid-2026.”
20/04/2026
Coin Bureau, dẫn lời Federal Reserve: Lạm phát sẽ xuống 2.7%
“the Federal Reserve's recent summary of economic projections insists that inflation will magically settle at just 2.7% over the exact same time frame.”
09/04/2026