高盛：鲍威尔重申，FOMC已做好充分准备，在改变政策立场前等待更多明确信息

Investment Rating - The report does not explicitly provide an investment rating for the industry or companies discussed Core Insights - Chair Powell emphasized that the FOMC is well positioned to wait for more clarity on the economy before making policy adjustments, indicating a cautious approach to potential rate cuts [1][2] - Powell mentioned that lower-than-expected inflation or a weaker labor market could lead to earlier rate cuts, while a strong labor market with higher inflation would delay such actions [2] - The FOMC is finalizing changes to its consensus statement and expects to announce these changes in late summer, reflecting ongoing discussions about the framework review [2] Summary by Relevant Sections Economic Outlook - Powell stated that the FOMC is waiting to learn more about the economy's likely course before considering policy adjustments, highlighting uncertainty regarding tariff inflation and its impact on consumer prices [2] Inflation and Labor Market - The potential for lower-than-expected inflation or a weaker labor market could prompt the FOMC to cut rates sooner, while a strong labor market and rising inflation would result in a later decision to cut rates [2] FOMC Framework Review - Powell indicated that the FOMC has completed necessary meetings to finalize changes to its consensus statement and is currently discussing the specific language for the new framework, with announcements expected in late summer [2]