美联储宣布维持基准利率不变 帮主郑重解读：通胀抬头却按兵不动 背后藏着哪些博弈？

Group 1 - The Federal Reserve has decided to maintain interest rates unchanged for the fourth time since January, signaling a cautious approach amid mixed economic indicators [1][3] - Recent data shows a rise in the Consumer Price Index (CPI) for May, indicating inflationary pressures, while private sector employment numbers fell significantly below expectations, suggesting a cooling job market [3][4] - Economists are speculating that the Fed may need to lower interest rates twice this year, with the first potential cut in September, due to underlying weaknesses in the economy, particularly in the manufacturing sector [3][4] Group 2 - Investors should closely monitor the relationship between inflation and employment, as these factors will directly influence the timing and magnitude of any future interest rate cuts by the Fed [4] - The impact of fluctuating tariff policies and rising oil prices on supply chains and corporate costs needs to be analyzed, as these factors could further affect inflation [4][5] - In the context of anticipated interest rate cuts, sectors such as financials and growth stocks may present investment opportunities, warranting further research into fundamentally sound and reasonably valued stocks [5]