通胀顽固难退 两位美联储票委发声：更倾向于维持利率不变

Group 1 - The Federal Reserve's newly appointed voting officials express a preference to maintain current interest rates due to concerns about inflation, indicating a cautious approach to future monetary policy adjustments [1][2] - Cleveland Fed President Beth Hammack believes the current monetary policy is at an "appropriate level" and suggests patience in assessing economic data before making further changes [1] - Hammack highlights that inflation remains elevated, with risks of it staying around 3% this year, and emphasizes the need for clear evidence of sustained price declines before supporting further easing [1][2] Group 2 - Dallas Fed President Lorie Logan shares concerns about persistent high inflation, suggesting that previous rate cuts may have inadvertently increased the risk of inflation rebounding [2][3] - Logan notes that the upcoming data will be crucial in determining if inflation is moving towards the Fed's 2% target and whether the labor market remains stable [2] - Both officials acknowledge the impact of tariffs on prices, with some companies passing increased costs to consumers, while also noting rising electricity and healthcare costs contributing to inflationary pressures [2][3] Group 3 - Hammack reports that the U.S. labor market appears stable, with an unemployment rate of 4.4%, indicating a balance between job seekers and vacancies [3] - Logan observes that the downward risks in the labor market have diminished, with strong consumer spending and business investment expected to support employment [3] - Hammack anticipates that economic growth will accelerate this year due to previous rate cuts and fiscal support, potentially leading to improved employment and a gradual decrease in the unemployment rate [3]