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总结
据路透、彭博等媒体转载，费城联储官员Paulson在谈及美国经济与未来一年展望时表示，在通胀回落与经济数据更明朗前，下一次降息可能还需要等待一段时间，但今年稍晚仍不排除进一步降息的可能。他对通胀走势持“谨慎乐观”态度，认为未来三个月通胀在年末接近2%目标的概率上升。相关表态强化市场对美联储政策将更偏数据依赖、节奏更谨慎的预期，并对股债汇定价产生影响。
正文
Paulson: Thoughts on the U.S. Economy and the Year Ahead Forex Factory Thoughts on the U.S. Economy and the Year Ahead Philadelphia Federal Reserve Bank Fed's Paulson signals another rate cut could take a while Reuters Fed's Paulson 'cautiously optimistic' three-month inflation will be 2% by year-end (SP500) Seeking Alpha Fed's Paulson Says Additional Rate Cuts Possible Later This Year Bloomberg.com
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