英国央行副行长隆巴尔代利：工资增长对于通胀目标来说仍然太高。 ...

英国央行行长贝利：我们对2%通胀目标的承诺坚定不移。 ...

Core Viewpoint - The overall inflation rate in the UK has remained close to the 2% target level over the past year, although it is slightly above the average level [1] Group 1 - The UK central bank governor, Bailey, highlighted the stability of the inflation rate around the target [1]

Group 1 - The Bank of England reaffirms that monetary policy will need to remain tight until the risks of inflation returning to the 2% target in the medium term are further eliminated, ensuring the sustainability of this target [1]

英国央行：丁格拉和泰勒看到了持续低于通胀目标的风险。 ...

Core Viewpoint - The Bank of England emphasizes the necessity of maintaining a restrictive monetary policy for an extended period until the risks of inflation sustainably returning to the 2% target diminish [1] Group 1 - The Bank of England's stance indicates a commitment to controlling inflation through prolonged restrictive measures [1] - The focus on a 2% inflation target highlights the central bank's priority in stabilizing the economy [1]

Group 1 - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50%, aligning with market expectations, marking the third consecutive pause since January and March [2] - The Fed noted that while the unemployment rate remains low and the labor market is strong, inflation is still at a relatively high level, indicating increased uncertainty in the economic outlook [2] - Fed Chairman Jerome Powell highlighted that significant tariff increases by the U.S. government could lead to rising inflation, slowing economic growth, and increasing unemployment, potentially delaying the achievement of the Fed's goals until next year [2][3] Group 2 - Powell stated that tariffs might have a short-term impact on inflation but could also lead to more persistent effects, emphasizing the appropriateness of the current policy stance and the need for patience [3] - He dismissed the idea of preemptive rate cuts before achieving inflation targets, indicating that the current situation does not warrant such actions until more data is available [3] - Recent economic data showed an increase of 177,000 in non-farm payrolls for April, with an unemployment rate steady at 4.2%, while the first quarter GDP contracted by 0.3% year-on-year due to increased imports to avoid tariffs [4]

巴西央行加息50BP至近20年高位，对下一步行动持开放态度 金十数据5月8日讯，巴西央行周三加息50个基点至14.75%，为连续第六次加息，将借贷成本推升至近 20年来高位，在全球不确定性和国内通胀持续高企的情况下，巴西央行对未来的举措持开放态度。央行 决策官员强调，当前的环境需要"长期采取明显限缩的货币政策"，以实现通胀目标。央行决议声明称， 由于不确定性上升，加上当前货币政策周期所处的进阶位置及其累积影响尚待观察，下一次会议需要对 货币政策行动更加谨慎，并灵活纳入影响通胀前景的数据。BMG银行首席经济学家Flavio Serrano表 示，央行暗示必要时6月可能以更小幅度升息，但他认为这种可能性不大。"我的基本假设是6月零加 息，维持在14.75%。年底可能还有降息空间，这取决于前景如何演变。" ...

美联储主席鲍威尔：长期通胀预期与目标保持一致。 ...

Group 1 - The Japanese government has urgently implemented a comprehensive plan to mitigate the negative impacts of U.S. tariff policies on its businesses and consumers [1][3] - The plan includes measures such as improving corporate consulting systems, enhancing financing support for businesses, maintaining employment, stimulating domestic consumption, transforming industrial structures, and increasing competitiveness [1][3] - Prime Minister Kishida emphasized the potential fundamental changes to the international economic order due to U.S. tariffs, particularly affecting Japan's key industries like automotive and steel [3][8] Group 2 - Specific measures include lowering gasoline prices, providing subsidies for electricity and gas, and easing conditions for employment adjustment subsidies for companies that maintain employment without layoffs [3][4] - Japan is planning to increase imports of U.S. corn as a bargaining chip in tariff negotiations, with an estimated import volume of about 11.5 million tons valued at approximately 459 billion yen in 2024 [4] - The Bank of Japan is facing uncertainty regarding its interest rate decisions due to the impact of U.S. tariffs, with expectations of maintaining the current rate at 0.5% and potentially lowering growth forecasts [6][8]