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转自:财联社

财联社4月25日讯(编辑刘蕊)美东时间周四,明尼阿波利斯联邦储备银行行长卡什卡利(NeelKashkari)发表了一系列讲话,表达了对美国长期贸易政策不确定性可能造成的经济影响的担忧。

他表示,当前美国贸易政策的极端不确定性让他对未来美国出现大规模裁员的风险感到“紧张”。

他认为,美国需要尽早解决与主要合作伙伴的贸易争端,这将有助于驱散笼罩在美国经济上的不确定性阴云。

特朗普关税可能引发裁员潮?

卡什卡利在明尼苏达大学的一场问答活动中表示:“如果我们与主要贸易伙伴的贸易争端得到解决,将减轻极大的不确定性。”

卡什卡利表达了对当前美国经济不确定性的担忧。他警告称,在美国总统特朗普的关税驱动的经济不确定性下,最终可能导致未来美国出现大规模裁员。

他表示,“尽管我们还没有看到它(裁员潮)出现”,但他正对这一方面密切关注。

他警告称,虽然迄今为止美国企业的裁员人数尚未上升,但一些企业已开始未雨绸缪,为不确定性持续存在时可能出现的裁员情况制定情景规划。

贸易不确定性关乎信心

卡什卡利认为,对美国经济来说,今年可能发生的最乐观的事情将是“解决与主要贸易伙伴的贸易争端。对于全国大大小小的企业和各地的人们现在都在经历的极端不确定性来说,这将是一个最佳的解药。”

他警告称:“这是一个关于信心的问题:如果我们所有人同时感到紧张……它真的会拖累经济,真的会让经济放缓。”

卡什卡利还谈论了美国贸易逆差与利率之间的关系。他指出,多年来,美国挥之不去的贸易逆差一直是由外国投资推动的,这使得利率保持在低位。相反,如果美国转向贸易顺差——并因此失去其作为“唯一的资本首选目的地”的地位——借贷成本将上升。在这种情况下,中性利率,即货币政策既不刺激也不限制经济增长的利率,最终也会更高。

在其他方面,卡什卡利重申了他对加密货币的负面立场:“除了作为一种投机工具,它在发达经济体中基本上是无用的。它只是个玩具。”

(财联社刘蕊)

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