Core Viewpoint - The current outlook for the US economy remains optimistic, with sustained growth despite a slightly weakened labor market [1] Economic Outlook - The labor market has shown signs of stabilization, although it is somewhat fatigued [1] - Inflation rates continue to exceed the Federal Reserve's target level, indicating insufficient grounds for recent interest rate cuts [1] Federal Reserve Policy - Investors should focus on the FOMC meetings in March and June as potential windows for policy adjustments [1] - Any necessary adjustments to monetary policy could be delayed until the second half of 2026 if economic conditions warrant [1] - The market is closely monitoring signals from Federal Reserve Chairman Jerome Powell regarding any openness to further easing policies [1] - The Federal Reserve is expected to maintain a cautious approach, making decisions on a meeting-by-meeting basis [1]
机构：通胀高企支撑美联储谨慎立场 市场将紧盯鲍威尔寻求宽松信号
Sou Hu Cai Jing·2026-01-28 03:41