摩根大通全球固收主管Bob Michele：预计将有1-2人对美联储7月决议声明持异议。不确定性已经在一定程度上被消除。尚未看到特朗普关税对整个季度的全面影响。美联储9月份可能也会按兵不动。

Group 1 - The global head of fixed income at JPMorgan, Bob Michele, anticipates that 1-2 individuals may dissent regarding the Federal Reserve's July decision statement [1] - Uncertainty has been somewhat alleviated [1] - The full impact of Trump's tariffs on the entire quarter has not yet been observed [1] - The Federal Reserve is also expected to remain inactive in September [1]