Group 1 - The Federal Reserve officials are showing high caution regarding monetary policy adjustments, emphasizing the need to wait for more data before taking action [1] - Since the March FOMC meeting, several officials, including Chair Powell, agree that current policy is "in a good place" and that clearer economic data is needed before deciding on interest rate adjustments [1] - Tariffs are a focal point of discussion, with officials recognizing that their actual economic impact may be greater than expected, potentially leading to persistent inflation [1] Group 2 - Fed Governor Waller indicated that in a "high tariff" scenario, he would support faster and larger rate cuts if economic slowdown threatens recession, while in a "low tariff" scenario, he would support limited monetary policy responses [2] - Some officials are concerned that tariffs could lead to higher inflation and a weaker labor market, creating a conflict between the Fed's dual mandate of full employment and price stability [2] - The rising uncertainty is noted to potentially impact consumer and business spending and investment decisions, with officials advocating for patience in the face of uncertainty [2]
高盛：高通胀、关税战等多重难题下 美联储“耐心”信号持续强化
智通财经网·2025-05-06 08:41