沃什最鸽的是这句，The recent jump in headline inflation is disproportionately driven by oil price volatility tied to Middle East tensions; these are transitory supply-side shocks, not a persistent domestic demand-driven inflation pulse. We do not react to short-lived energy price spikes with a series of rate increases.
（本轮整体通胀反弹绝大部分由中东局势带来的油价波动驱动，这是暂时性供给冲击，并非国内需求催生的持续性通胀。我们不会针对短期能源价格暴涨开启连续加息周期），沃什这话明显接下来通胀上行会阶段式加息，果然发布会前狂拉诱多开会前开始砸，从71砸到66～67，大概率年底会阶段式加息，通胀短期难下去，那就只有加息+缩表的路可走了