美联储穆萨莱姆：政策趋近中性 宽松空间有限

Group 1 - The current monetary policy stance is closer to neutral rather than moderately tight, with limited room for further easing, provided it does not become excessively loose [1] - Inflation remains high at 3%, significantly above the Federal Reserve's long-term target of 2%, necessitating continued pressure on inflation while supporting the labor market [1] - The labor market is expected to remain close to full employment, with a slight slowdown anticipated, while the economy may show weakness in Q4 but is expected to rebound in Q1 of the following year [1] Group 2 - The banking system is in good condition, with very loose financial conditions and relaxed regulations being positive factors [2] - Investment in areas outside of data centers has been relatively weak, and companies are reducing hiring due to uncertainty [2] - While artificial intelligence is improving productivity, most announced layoffs are likely due to standard automation technologies rather than AI [2]