旧金山联储主席戴利：今年两次降息仍“可能”，关税通胀影响或可控

Group 1 - San Francisco Fed President Mary Daly believes that there may be two interest rate cuts this year, and the impact of tariffs on prices may be smaller than expected [1] - Some companies are negotiating to share tariff costs, which reduces the burden on consumers, leading to a lower need to pass on costs [1] - The Fed's June meeting minutes revealed a divergence among officials regarding the long-term impact of tariffs on inflation, with some expecting a one-time price increase while others foresee lasting effects [1][2] Group 2 - St. Louis Fed President Alberto Musalem stated that the effects of tariffs on prices may become more apparent in data from June to September [2] - Musalem emphasized that it is still too early to determine whether the inflation effects from tariffs will be temporary or persistent [2] - The Federal Reserve is scheduled to meet on July 29-30, with investors currently expecting a rate cut in September based on futures contracts [3]