Core Viewpoint - The "Bond King" Jeffrey Gundlach suggests that if the unemployment rate rises, the Federal Reserve is more likely to cut interest rates [1] Group 1 - Gundlach's commentary highlights the relationship between unemployment rates and Federal Reserve monetary policy decisions [1] - The potential for interest rate cuts is linked to economic indicators, particularly the labor market [1] - The statement reflects concerns about economic growth and its impact on monetary policy [1]

Core Insights - The Federal Reserve's FOMC has indicated a slowdown in economic growth, with a slight increase in the unemployment rate and inflation rates slightly above the expectations set in March [1] Economic Growth - Economic growth is projected to decelerate, reflecting broader economic trends [1] Unemployment Rate - The unemployment rate is expected to rise slightly, indicating potential challenges in the labor market [1] Inflation Rate - Inflation rates are anticipated to be marginally higher than the forecasts made in March, suggesting ongoing inflationary pressures [1]

摩根大通CEO戴蒙：如果出现经济下行，信贷压力将超出预期。如果失业率上升，消费者端可能会面临 更大的压力。 ...

美联储哈克：缓慢的通胀降温本身就足以证明美联储维持利率稳定是合理的。美联储可能同时面临通胀 上升和失业率上升的局面，这完全是可能的。在不确定性中，美联储必须等待观察下一步的政策措施 ...

至关重要的货币政策不受外部因素的干扰。 美国经济仍然具有韧性，但也看到一些紧张性刺激。 美国费城联储主席哈克（2026年FOMC票委）：美联储可能会面临价格上涨和失业率上升，但不确定一 定会发生这样的情况。 ...

美联储洛根：关税带来的风险是导致失业率上升和通胀上升，使美联储两大目标发生冲突。 ...

特朗普关税政策被法院叫停，全球贸易谈判形势再添迷雾；美联储会议纪要显示，失业率上升和通胀上升的风险均有所提高； 韩国央行行长透露，亚洲国家与美国进行了外汇谈判，当前黄金、欧/美多空胶着，美/日空头占优，后市情绪如何？欢迎前 往"数据库-嘉盛市场晴雨表"查看并订阅（数据每10分钟更新1次） 电话.1 0370 T / 70 香港恒生指数 79% 21% 标普500指数 70% 30% 纳斯达克指数 74% 26% 道琼斯指数 31% 69% 日经225指数 54% 46% 德国DAX40指 33% 67% 数 外汇 T 多头 空头 欧元/美元 54% 46% 欧元/英镑 12% 88% 欧元/日元 71% 29% 欧元/澳元 16% 84% 英镑/美元 25% 75% 英镑/日元 33% 67% 美元/日元 31% 69% 美元/加元 44% 56% 美元/瑞郎 87% 13% 澳元/美元 75% 25% 澳元/日元 62% 38% 加元/日元 72% 28% 纽元/美元 49% 51% 纽元/日元 71% 29% 美元/离岸人 85% 15% 民币 免责声明:本图表数据来源于公众号:嘉盛集团,数据仅供参考,不 ...

Core Viewpoint - The Federal Reserve's staff has presented a clear stagflation forecast during the May meeting, which may serve as the foundational framework for the upcoming Summary of Economic Projections (SEP) [1] Group 1: Economic Predictions - The Federal Reserve staff indicated a substantial slowdown in the labor market, leading to an expected rise in the unemployment rate this year [1] - The unemployment rate is projected to remain elevated throughout the forecast period, extending to 2027 [1] - Inflation is expected to rise "significantly" this year, with a smaller price increase anticipated in 2026 [1] Group 2: Inflation Risks - The staff noted that if their inflation forecasts for 2026 and 2027 (projected at 2%) are incorrect, it is more likely to be an underestimation rather than an overestimation of inflation risks [1]

美联储会议纪要：通胀上升和失业率上升的风险增加。 ...

美联储威廉姆斯：预计经济增长将大幅放缓，通胀和失业率将更高。 ...