Warsh聚焦AI而非美联储政策外汇每日快照

关键论点

• 沃什对政策保持沉默，被解读为认可市场定价所反映的10月加息可能性很小。
• 他表示不会预先判断会议，以此解释为何没有前瞻指引。
• 他认为AI先是需求冲击、短期内具有通胀性，之后才转为供给侧冲击。
• 预计AI将加大美联储及其他央行反应函数的不确定性。

对应原文证据

1. 1 16th October 2026 Warsh focuses on AI rather than Fed policy 16 th October 2026 USD: Warsh reduces rate hike expectations by saying nothing The US dollar is broadly unchanged following the comments from Fed Chair Warsh. · October 2026
2. Warsh’s explanation for the lack of guidance was that he doesn’t “pre -judged meetings”.
3. He also added that AI would “fundamentally change the conduct of monetary policy” that over time likely means greater uncertainty over the reaction function of the Federal Reserve and other central banks.