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7月31日电，美联储主席鲍威尔表示，6月份核心PCE可能同比上升2.7%，关税正在推高一些商品价格。
news flash· 2025-07-30 18:37
Group 1 - The core point of the article is that Federal Reserve Chairman Jerome Powell indicated a potential year-on-year increase of 2.7% in the core PCE for June, with tariffs contributing to rising prices of certain goods, while long-term inflation expectations remain aligned with the 2% target [1] Group 2 - The mention of tariffs suggests that trade policies are influencing commodity prices, which could have implications for various sectors reliant on these goods [1] - The alignment of long-term inflation expectations with the 2% target indicates a stable outlook for monetary policy, which may affect investment strategies across different industries [1]
美联储主席鲍威尔：关税推高了一些商品价格。
news flash· 2025-07-30 18:37
Core Viewpoint - Federal Reserve Chairman Powell stated that tariffs have increased prices on certain goods [1] Group 1 - Tariffs have contributed to higher prices for some consumer products [1] - The impact of tariffs is being closely monitored by the Federal Reserve [1]
金十整理：美联储7月利率决议看点一览
news flash· 2025-07-30 17:21
FOMC Statement - The Federal Open Market Committee (FOMC) is expected to pass the interest rate decision with a voting ratio of 9-2, with Governors Bowman and Waller likely voting against it [1] - There is an anticipation of minimal substantive changes in the wording, possibly simplifying the expression of economic uncertainty and acknowledging the slowdown in economic growth during the first half of the year [1] - The balance sheet reduction is likely to remain unchanged, with monthly reductions of $50 billion in U.S. Treasuries and $35 billion in MBS [1] Interest Rate Outlook - There is a focus on how to interpret the "two rate cuts" implied by the June dot plot and whether there will be any clues regarding a potential rate cut in September [1] - The emphasis on economic data is expected to continue, maintaining a data-dependent and meeting-by-meeting decision-making communication style [1] - The stance on inflation and tariffs may remain cautious, reiterating the commitment to price stability; if tariffs are highlighted as an upward risk to inflation, it could indicate a more hawkish tone than anticipated [1] Term and Independence - In response to frequent pressures from Trump, it is likely that there will be no substantial response, with a reaffirmation of maintaining independence and professionalism during the term [1]
