PIMCO：通胀报告令美联储有理由在今年降息两次

Core Insights - The inflation report appears encouraging, with two significant positive developments noted by Pacific Investment Management Company economist Tiffany Wilding [1] Group 1: Housing Market - Housing prices, which have been rising since the pandemic, are now showing signs of slowing down [1] Group 2: Tariff Impact - The effects related to tariffs are gradually diminishing, contributing to the overall positive outlook on inflation [1] Group 3: Federal Reserve Policy - With these trends, the Federal Reserve is expected to be more inclined to lower interest rates, with a reasonable expectation of two rate cuts this year [1]