美联储对通胀的态度将为市场带来很大的波动;①法巴银行(BNP Paribas)首席经济学家William De Vijlder表示,随着时间流逝,美联储2%的平均通胀目标将变得很难真正定义,也就意味着更高的市场波动率。长期低利率意味着资产价格走高,也意味着一旦紧缩政策到来市场就会变得更敏感也更波动;②De Vijlder认为,在这种情况下美联储的应对机制会变得更难以解读,比如何时算达到能够紧缩的通胀目标呢?这种模糊不清会带来更大波动
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