Noyar 在0422 的WSJ有提到
Earlier Tuesday, Christian Noyer, France’s central banker, told French radio network RTL, “Our big problem is to ensure that inflation returns below 2% next year. We will do whatever is necessary for that. If needed, we will move interest rates.” That comment, along with other hawkish-sounding words from other ECB policy-makers, helped spark speculation the ECB’s next move might be to raise interest rates to tame euro-zone inflation.
But in a Wall Street Journal interview later Tuesday, Mr. Noyer said markets had overinterpreted his remarks as a hint about the direction in which rates might move. “Movements can go both ways,” he said. “I would never engage in a discussion about the future path of interest rates, simply because nobody knows. It would be dangerous to make predictions in either direction.”
The both ways 其實就夠讓市場震驚了。今天早上(0423) 澳洲的CPI也達到4.2%，再度超越市場預期，也讓澳幣再度上揚，突破0.95。
補充一下WSJ對Fed 官員Fisher 的訪談記錄
Most FOMC members believe slower growth will address the inflation problem. Why don’t you?
It’s a question, first of all, of whose slower growth. If it’s just U.S. slower growth, I don’t believe that’s the answer because a lot of labor and tasks are priced globally. One of the arguments is there’s worker insecurity, in a globally competitive marketplace; therefore labor will be more restrained.
Will the U.S. slowing down really damp the price of oil, or the price of food, rice, or flour, cornmeal, the price of steel? … It’s not clear to me that a mild slowdown will put a dent in price pressures domestically. Obviously if you have a tail risk of a very severe global slowdown, then yes, I can see that. I don’t see that in the cards at least from my limited perspective. If you think in closed-economy terms, that’s more likely to obtain. If you think in global terms, it is less likely to obtain unless the whole world slows down.Fisher之前兩次FOMC會議就都投on hold，態度是一致的。後續會觀察此想法是否會開始蔓延。