Core Viewpoint - The inflation pressure related to tariffs is expected to gradually transmit to the economy over the coming months, allowing for a stable economic performance and the Federal Reserve to maintain its current stance for a while [1] Group 1 - Approximately one-third of the inflation pressure from tariffs may still impact the economy in the near future [1] - The labor market is expected to stabilize, and the final effects of tariff-related inflation will be transmitted by the first half of this year [1] - Commodity inflation is projected to drop below zero in the second half of the year, creating room for the Federal Reserve to resume interest rate cuts later than the market anticipates [1] Group 2 - The company forecasts one interest rate cut each in September and December of this year [1]
分析师：关税通胀或将在未来几个月继续传导至经济 美联储年内料将降息两次
Sou Hu Cai Jing·2026-02-13 17:14