戴蒙担心，美国财政赤字增加和基础设施支出增加等一系列即将出现的通胀驱动因素将继续给仍在受高利率影响的美国经济增加压力。他表示：“这些都是通胀因素，基本上是在短期内、或者未来几年。”“所以，很难说我们已经脱离了困境。”J.P. Morgan CEO Jamie Dimon said on Tuesday that he did not rule out the possibility of stagflation, although his confidence that inflation is falling from a high level has recently increased.
$JPMorgan (JPM.US)$CEO Jamie Dimon said on Tuesday that he did not rule out the possibility of stagflation, despite recent increased confidence that inflation is falling from a high level. “I think the worst outcome is stagnation — recession and rising inflation,” Dimon said. “I wouldn't rule out that possibility.”
When Dimon made these remarks, investors were turning their attention to signs of slowing economic growth. Recent data shows that inflation is getting closer to the Federal Reserve's 2% target, but employment and manufacturing data show some signs of slowing down. Investors will also get some key data this week. The US CPI data and PPI data for August will be released on Wednesday and Thursday, respectively.
Dimon is worried that a series of upcoming inflationary drivers, such as an increase in the US fiscal deficit and an increase in infrastructure spending, will continue to put pressure on the US economy, which is still affected by high interest rates. “These are all inflationary factors, basically in the short term or in the next few years,” he said. “So it's hard to say we're out of trouble.”
Last month, Dimon expressed cautious optimism about the outlook for the US economy. He maintained a 35%-40% probability forecast for the economy to achieve a “soft landing,” while pointing out that a recession is still the most likely outcome.
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