分析师：美国经济稳健，预计年内仅降息一次

Core Viewpoint - The U.S. economy remains robust, with expectations of only one interest rate cut within the year due to stable unemployment and resilient corporate earnings [1] Economic Policy - U.S. fiscal policy continues to be accommodative, with the passage of Trump's "beautiful big plan" expected to contribute up to 1 percentage point to economic growth in its first year, although the marginal effect will gradually decrease [1] Labor Market - The unemployment rate remains stable, and real wages continue to grow, indicating a strong labor market [1] Corporate Performance - Corporate earnings are showing resilience, contributing to the overall stability of the U.S. economy [1] Federal Reserve Outlook - Unless there is a significant shock to the labor market or renewed concerns about the independence of the Federal Reserve, it is anticipated that the Fed will maintain a wait-and-see approach, with a potential interest rate cut later in the year [1] Inflation and Growth Balance - Future policy direction will largely depend on the balance between inflation and growth [1]