美联储降息分歧加剧：博斯蒂克称年内或降息一次 警告关税成本已传导至民生

Group 1 - The Atlanta Fed President Raphael Bostic highlighted that consumers are under increasing pressure due to tariffs impacting costs, which are affecting both corporate profits and housing affordability for families [1][4] - Many businesses are struggling with labor shortages and are trying to retain existing employees, with concerns that a surge in job applicants or layoffs could signal economic distress [3][4] - The RV manufacturer Tiffin has seen a 60% drop in sales compared to its 2022 peak, largely due to demand suppression from Fed rate hikes and increased costs from tariffs [3][4] Group 2 - Bostic expressed concerns that if tariff-induced price increases become a long-term phenomenon, it could elevate inflation expectations and lead to sustained price pressures [4] - Bankers reported that homeowners are facing difficulties affording mortgages, with an increase in late payments observed among consumers [4] - Some companies are finding opportunities amidst consumer caution, such as Sunshine Mills, which is benefiting from demand for lower-priced pet food products [4] Group 3 - The Fed's internal discussions show a divide among officials regarding the timing and necessity of interest rate cuts, with some advocating for immediate action while others remain cautious [2] - Bostic noted that he is closely monitoring labor market trends, including unemployment rates and wage growth, to inform future policy decisions [2][5] - The overall economic outlook remains uncertain, with Bostic emphasizing the need for flexibility in policy adjustments based on evolving data [5]