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Group 1 - The Federal Reserve's recent policy adjustments, particularly regarding "supply shocks," indicate that unexpected events like energy crises and trade disputes may lead to increased price volatility, posing challenges for the U.S. economy and the Fed [3] - The Fed is considering revising its "average inflation targeting" framework to include a clearer definition of "shortages," which may allow for more flexible policy-making but also introduces greater uncertainty for the market [3][4] - Long-term interest rates are expected to rise, making borrowing more expensive and increasing financing pressures for companies, particularly in the housing market where mortgage rates have already exceeded 6% [4] Group 2 - The potential for rising tariffs, particularly in the context of U.S.-China trade relations, could lead to higher inflation and compressed corporate profits, necessitating caution for investors in sectors like manufacturing and retail that are sensitive to cost pressures [4] - Investors are advised to diversify their portfolios by including inflation-hedged assets such as gold and government bonds, and to focus on companies with pricing power that can pass on costs to consumers [5] - Continuous monitoring of economic indicators, especially inflation and employment data, is crucial as these will signal shifts in Federal Reserve policy and impact long-term investment strategies [6]