瑞银CEO：关税对消费者及美联储货币政策的影响尚不确定

Core Insights - UBS CEO Sergio Ermotti highlighted the ongoing uncertainty regarding the impact of global tariffs on the US economy and Federal Reserve monetary policy [1] - The belief remains that the US economy will continue to grow, but inflation issues and their influence on Federal Reserve policy are still unknown [1] - The market generally anticipates a rate cut by the Federal Reserve during the meeting on September 16-17, but there is divergence among investors regarding the pace of subsequent policy adjustments [1] - Ermotti stated that the true impact of tariffs will be felt by consumers, and it remains unclear whether tariffs will lead to inflationary effects [1]