英国资管巨头JAM宏观基金经理认为，美联储加息而不是降息的可能性达到20%，他认为强劲的消费需求和公司可能加大支出的前景或再次加剧通胀风险：
“如果有大量的资本需求，支出也很大，且通胀高于目标，美联储将不得不进一步调高利率，”他说。“这不是一个巨大的风险，但也不容忽视。”
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