Core Viewpoint - Citi remains optimistic about Japan's ultra-long government bonds despite rising inflation concerns [1] Group 1: Market Sentiment - The weakness in ultra-long bonds reflects concerns over domestic politics ahead of the Japanese parliamentary elections on July 20 [1] - Ongoing stalemate in tariff negotiations with the United States is also contributing to market apprehension [1] Group 2: Yield Focus - The market is currently focused on the 3% yield level of the 30-year Japanese government bond [1]

Core Viewpoint - The Federal Reserve's Bostic expresses concerns about the risk of rising inflation leading to a loss of anchoring in inflation expectations [1] Group 1 - Bostic highlights the potential for inflation to increase, which could disrupt established inflation expectations [1] - The commentary suggests that the current economic environment may be vulnerable to shifts in inflation dynamics [1] - There is an emphasis on the importance of maintaining stable inflation expectations to support economic stability [1]

Core Viewpoint - The article discusses the current state of the COMEX gold market and the economic outlook provided by Federal Reserve official John Williams, highlighting the expected slowdown in U.S. economic growth and rising inflation due to trade tariffs [2]. Group 1: COMEX Gold Market Analysis - As of June 25, the COMEX gold price has slightly increased to $3344.50 per ounce, reflecting a 0.18% rise [1]. - The gold price opened at $3338.10 per ounce, reached a high of $3349.50, and a low of $3334.60 during the trading session [1]. - Short-term resistance levels for gold are identified between $3420 and $3430, while support levels are noted between $3290 and $3300 [2]. Group 2: Economic Outlook - John Williams from the Federal Reserve anticipates a significant slowdown in U.S. economic growth to around 1% this year, influenced by uncertainties and trade tariffs [2]. - The unemployment rate is projected to rise from 4.2% to 4.5% by the end of the year [2]. - Inflation is expected to increase to 3% due to Trump's tariff policies, before gradually returning to the 2% target over the next two years [2]. - Williams emphasized the appropriateness of maintaining a moderately restrictive monetary policy stance to achieve maximum employment and price stability [2].

Core Viewpoint - The Federal Reserve's Williams predicts a slowdown in U.S. economic growth and an increase in inflation this year, primarily due to the impact of trade tariffs [1] Economic Growth - U.S. economic growth is expected to slow significantly to around 1% this year [1] - The unemployment rate is projected to rise from the current 4.2% to 4.5% by the end of the year [1] Inflation - Inflation rate is anticipated to rise to 3% as a result of Trump's tariff policies, before gradually easing to the 2% target over the next two years [1] Monetary Policy - Williams emphasizes that maintaining a moderately restrictive monetary policy stance is appropriate for achieving maximum employment and price stability [1] - The current interest rate stance allows the Federal Reserve to closely analyze new data and assess the evolving economic outlook [1]

Core Viewpoint - The Federal Reserve Chairman Jerome Powell anticipates that tariff-induced inflation will become more pronounced, indicating that the Fed cannot overlook the predictions of rising inflation [1] Group 1 - Powell's statement highlights the expectation of further inflationary pressures due to tariffs [1] - The Federal Reserve's stance suggests a proactive approach to managing inflation forecasts [1]

据报道，美联储主席鲍威尔表示，目前没有降息的原因是美联储内部和外部的经济预测都预示今年通胀 将出现显著上升。(第一财经) ...

智通财经6月24日电，美联储主席鲍威尔表示，目前没有降息的原因是因为，美联储内部和外部的经济 预测都预示今年通胀将出现显著上升。 ...

美联储主席鲍威尔：我们目前没有降息的原因是因为，美联储内部和外部的经济预测都预示今年通胀将 出现显著上升。 ...

过去半年间，全球市场巨幅波动。特朗普在1月20日上任之后，悍然发动关税战，一时间全球各大资产纷纷暴跌，美国衰退的概 率直线上升。尽管一周后宣布"对等关税"暂缓90天执行，但对经济的伤害已经造成，全球经济正由此而出现了巨大的变化。 过去半年，全球经济下行压力显著增大。三大国际信用评级机构均不再维持美国的最高AAA主权评级。美国第一季度GDP增速 由3%大幅下滑至-0.3%，关税战期间其衰退概率一度高达80%。 6月，美国面临约6.5万亿美元国债到期，叠加关税政策带来的巨大不确定性，美元信用正遭遇严峻挑战。百利好特约智昇研究国 际金融分析师欧文指出，尽管当前美联储降息概率不高，且点阵图预示年内最多降息两次，但倘若后续经济数据出现实质性恶 化，提前启动降息甚至扩大降息幅度，将是美联储动态调整政策立场的合理选项。 【重要声明：上述内容及观点由第三方合作平台智昇提供，仅供参考，不构成任何投资建议，投资者据此操作，风险自担。】 关税搅动市场 通胀压力陡增 本文出自百利好，转载请注明。 特朗普上任初期，率先对来自加拿大和墨西哥的商品加征20%的关税，对其进口原油征收10%关税，并对所有铜铝制品加征25% 关税，这只是关税战 ...

美联储主席鲍威尔：如果只是回顾过往数据，你会希望利率更接近中性（数据支持降息）；但我们预期 未来几个月内通胀将会显著上升。 ...