Group 1 - The Federal Reserve Chairman Powell indicated that inflation in the service sector is decreasing while inflation in goods is increasing [1] - It was noted that 30% to 40% of core inflation is attributed to tariffs [1]

美联储主席鲍威尔：无法将关税对通胀的影响单独剥离出来。 ...

预计（后续发布的）通胀数据将体现出更多的关税影响。 关税传导至价格的过程可能比之前预料的更慢。 鲍威尔：判断（特朗普）关税对通胀的影响仍然太早。 关税对消费者价格的影响开始显现出来。 可以说，美联储将通过"不加息"来看淡（关税）通胀。 并不认为"大漂亮税法"相关的财政政策具有特别的刺激效果。 我们不考虑政府（债务）利率变化的成本。 ...

Core Insights - The Federal Reserve Chairman Jerome Powell indicated that tariffs are beginning to reflect in consumer prices, suggesting a direct impact on inflation data due to increased tariffs [1] Group 1 - Tariffs are starting to manifest in consumer pricing, which may lead to higher inflation rates [1] - Future inflation data is expected to be influenced more significantly by additional tariffs [1]

美联储主席鲍威尔表示，关税推高了一些商品价格。关税已对部分商品造成压力，但更广泛的影响尚不 确定。(第一财经) ...

美联储主席鲍威尔在新闻发布会的开场白中表示：虽然面临不确定性，经济仍然形势稳固。 诸多指标显示，经济增速温和。 长期通胀预期保持在2%（附近）。 这在很大程度上体现出消费者退缩。 6月核心PCE通胀同比上升2.7%。 愿意将货币政策定性为具有适度的限制性。 美联储仍然专注于（充分就业+价格稳定）双重职责。 特朗普政府调整政策的效果仍然是不确定的。 劳动力市场条件大致平衡。 当前政策立场让我们（在后续政策行动方面）准备就绪。 当前政策立场与通胀风险相一致。 关税推高某些商品价格。 合理的基本假设是，关税对通胀的影响将是短期的。 可能通胀效应会变得更加顽固。 失业率仍然偏低。 ...

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：合理的基本情况是，关税对通胀的影响是短暂的。 ...

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]

美国表示，针对巴西进口商品的新关税将在7天后生效。 ...