美联储（Fed）达拉斯联储主席洛里-洛根（Lorie Logan）周四表示，央行需要将短期借贷成本至少再提高半个百分点，才能使货币政策变得“略具限制性”，并让通胀重新回到目标轨道上。
关键引述
更高的收益率也可能表明期限溢价上升，从而降低收紧货币政策的必要性。
美联储政策并不具有限制性，必须略微偏紧。
经济扩张正在增强，劳动力市场保持平衡。
我们必须恢复价格稳定。
长期收益率上升表明市场预期利率将更高。
将监测债券收益率变化并评估其影响。
政策利率必须再上调50个基点或更多。
政策利率需要升到多高才能将通胀降至2%，这一点仍存在不确定性。
如果没有更高的利率，通胀就不会达到美联储2%的目标。
至少还需要几次加息，才能逆转去年秋季的降息。
洛根的鹰派倾向提振美联储预期并支撑美元
美联储的洛根传递出明显更为鹰派的信息，FXS Speechtracker 评分为 9.2/10，显著高于 8.1/10 的历史平均水平，凸显出相较既定基准更强的紧缩倾向。她强调更高的长期收益率可能反映期限溢价上升，从而可能降低进一步收紧的必要性，这与明确呼吁至少再加息50个基点以及再采取几次行动以确保通胀回到2%的表态形成张力，整体强化了对美元和美国收益率有利的净鹰派基调。她将政策描述为尚未具有限制性，同时指出经济扩张正在增强、劳动力市场保持平衡，这表明尽管承认终端利率存在不确定性，仍有进一步收紧的空间。
FXS 美联储情绪指数上升 1.68 点至 136.59，稳居鹰派区间，远高于中性 100 的门槛，并与较高的 FXS Speechtracker 评分一致。此次变动确认，市场隐含的美联储言论已转向更激进的紧缩立场，可能支撑美元需求，同时继续对风险敏感型货币施压。
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