邦达亚洲:日本央行干预预期升温 美元日元高位回落

Group 1 - The independence of the Federal Reserve is crucial for maintaining low and stable inflation rates in the U.S. [1][6] - Chicago Fed President Austan Goolsbee emphasized that undermining the Fed's independence would exacerbate inflation issues [1][6] - Minneapolis Fed President Neel Kashkari noted that the U.S. economy remains resilient under high interest rates, with inflation still above the Fed's 2% target [1][7] Group 2 - Consumer spending remains stable, and investments related to artificial intelligence, including data centers and energy infrastructure, are strong [7] - Kashkari highlighted the need for caution in monetary policy until inflation is clearly back on target [7] - The unemployment rate is around 4.4%, with limited signs of pressure in the labor market despite slowing job growth [7]