美联储官员提醒数据噪音 “观望策略”占主导

Group 1 - The core viewpoint of the articles indicates that the Federal Reserve is currently in a wait-and-see mode, awaiting more information to make informed decisions regarding interest rates and inflation trends [1][2] - The Consumer Price Index (CPI) for April showed a year-on-year increase of 2.3%, the lowest since February 2021, which was below market expectations of 2.4% [1] - Federal Reserve officials, including Goolsbee, suggest that the current inflation data may not provide significant signals for policy changes, emphasizing the need for a longer-term perspective on inflation trends [1][2] Group 2 - Market expectations indicate that the Federal Reserve may lower interest rates by 54 basis points by the end of the year, with the next potential cut anticipated in September [2] - The uncertainty surrounding trade policies is expected to persist, impacting economic growth and leading to a potential stagflation scenario in the U.S., while other international markets may experience different trends [2] - Investment strategies are shifting, with increased allocations to international markets outside the U.S., such as Europe and emerging markets, while reducing exposure to U.S. equities and government bonds [2]