金十数据7月10日讯，最新公布的美联储6月会议纪要显示，与会者指出，长期通胀预期稳定，保持稳定 非常重要。几位与会者评论说，短期通胀预期已经升高，这种发展有可能溢出到长期预期，或在短期内 影响价格和工资设定。虽然少数与会者指出，关税将导致价格一次性上涨，不会影响长期通胀预期，但 大多数与会者指出，关税可能对通胀产生更持久的影响，一些与会者强调，这种持续影响也可能影响通 胀预期。一些与会者指出，由于通胀已经上升了一段时间，如果通胀持续上升，长期通胀预期失控的风 险就会增加。 美联储会议纪要：大多数与会者认为关税可能对通胀产生更持久的影响 ...

金十数据7月10日讯，机构分析指出，美联储6月会议纪要反映出对未来通胀路径的激烈讨论，对价格走 势的不确定性显著升温。部分委员持续担忧通胀前景，认为加征关税可能扰乱供应链、拖累生产率，并 通过推升中长期通胀预期引发恶性循环。另一派委员则持相对乐观立场，指出贸易协议达成与供应链主 动调整或能缓冲冲击。会议纪要特别提及，"与会者汇报了来自企业联络人的一系列评估，涉及关税相 关成本转嫁至消费者的程度"。简言之，各方观点分歧多却难有定论。 机构：美联储6月会议纪要显露通胀研判分歧 ...

Group 1 - The Federal Reserve meeting minutes indicate that a majority of participants believe tariffs pose a persistent risk to inflation [1] - Most participants anticipate a slowdown in future economic growth [1]

Core Viewpoint - The Federal Reserve's meeting minutes indicate that a majority of officials believe tariffs may lead to persistent inflation risks [1] Group 1 - Most Federal Reserve officials express concerns that tariffs could contribute to ongoing inflationary pressures [1] - The discussion highlights the potential long-term impact of trade policies on the economy [1] - Officials are closely monitoring inflation trends and the effects of tariffs on consumer prices [1]

美联储多数官员认为关税可能持续推高通胀 ...

特朗普：关税促使公司在美国建厂。 ...

特朗普：关税公式是基于常识，旨在保护美国的利益。 ...

美元兑巴西雷亚尔USD/BRL短线拉升，现报5.4752，此前特朗普称将公布对巴西的关税。 美元/巴西里亚尔 ...

特朗普：我们对关税没有太多抱怨。 ...

Core Viewpoint - The Malaysian Prime Minister Anwar highlighted that tariffs, export restrictions, and investment barriers have become sharp tools in geopolitical competition, transforming from instruments of economic growth to means of pressure, isolation, and containment [1] Group 1 - Tariffs are now utilized as tools for geopolitical competition rather than for economic growth [1] - Export restrictions are being employed to exert pressure and isolate nations [1] - Investment barriers are increasingly seen as mechanisms for containment in the current geopolitical landscape [1]