摩根大通戴蒙：美国仍面临滞胀风险，美联储不降息是正确的

Group 1 - Jamie Dimon, CEO of JPMorgan Chase, expressed concerns about the possibility of the U.S. economy entering stagflation, citing significant risks from geopolitical issues, fiscal deficits, and price pressures [1] - Dimon disagreed with the notion that the economy is in its best state, emphasizing that the Federal Reserve's decision to maintain interest rates is correct despite prevailing market optimism [1] - The uncertainty in policy has led to stagnation in corporate investment, with many companies, including those in Wall Street's lucrative M&A sector, pausing expansion plans, which heightens the risk of economic slowdown [1] Group 2 - Ray Dalio, founder of Bridgewater, echoed similar warnings, stating that the Federal Reserve should not lower interest rates given the current economic conditions [2] - Dalio highlighted the difficult position of the Federal Reserve, which must balance various factors amid significant uncertainty, although the real economy has not shown substantial issues yet [2]