日本版“杰克逊霍尔”召开在即，两个冰冷现实料将霸屏

Group 1 - The annual meeting of global central banks in Tokyo will focus on "new challenges in monetary policy," addressing weak economic growth and persistent inflation pressures [1][2] - The meeting will feature key speakers including Kazuo Ueda, the Governor of the Bank of Japan, and Agustin Carstens, General Manager of the Bank for International Settlements [1][2] - The discussions will center around the impact of tariffs on economic downturn risks, particularly influenced by U.S. policies under President Trump [2][4] Group 2 - Central banks are facing intertwined pressures from sustained inflation, economic downturn risks, and market volatility, with a particular focus on the implications of U.S. tariffs [2][4] - The Bank of Japan is maintaining a gradual rate hike path, but recent global economic changes have raised doubts about its tightening pace [2][7] - The meeting will also address the effectiveness and limitations of unconventional monetary tools used during economic downturns [3] Group 3 - The Federal Reserve is currently in a "wait-and-see" mode, as rising tariffs are expected to push inflation higher, complicating its policy decisions [4][5] - European Central Bank officials are considering pausing further easing measures due to re-emerging inflation pressures, despite plans for a rate cut in June [6] - The Bank of Japan has lowered its growth forecast due to U.S. tariffs and is signaling a potential pause in its rate hike cycle, while still aiming for a core inflation target of 2% [7]