美联储恐陷入困境 官员直言很难预测下一步行动

Group 1 - The Federal Reserve is currently facing uncertainty regarding trade policies and economic outlook, leading to a wait-and-see approach before making any decisions [1][2] - Fed officials express concerns about the potential dual mandate dilemma, where rising tariffs could increase inflation while simultaneously raising unemployment [1][2] - The new tariff policies may lead to disruptions in global supply chains, causing persistent inflationary pressures and potential business failures, particularly among small enterprises [1] Group 2 - The Federal Reserve maintained interest rates in the range of 4.25%-4.50%, with Chairman Powell indicating that while tariffs may raise unemployment and inflation, these trends are not yet evident in the data [2] - New York Fed President Williams highlighted the high level of uncertainty and its likely persistence, making it difficult to predict the Fed's next actions [2] - Analysts from Nordea Bank expect the Fed to prioritize economic growth over temporary inflation spikes, provided long-term inflation expectations remain manageable [2] Group 3 - The dollar has shown strong performance, driven by positive trade news and the Fed's hawkish stance, with market expectations for a rate cut of 68 basis points by the end of the year [3] - Continued positive trade developments are essential for sustaining the dollar's bullish momentum [3]