Core Viewpoint - The Swiss National Bank indicates that the unemployment rate may continue to rise slightly in the near future [1] Group 1 - The Swiss National Bank's assessment suggests a potential upward trend in unemployment, reflecting broader economic conditions [1]

Core Insights - The Swiss National Bank is prepared to intervene in the foreign exchange market if necessary [1] - GDP growth is projected to be between 1% and 1.5% for both 2025 and 2026 [1] - The unemployment rate may continue to rise slightly [1]

Core Viewpoint - The "Bond King" Gundlach suggests that if unemployment rises, the Federal Reserve is more likely to implement multiple interest rate cuts [1] Group 1 - The Federal Reserve Chairman Powell has been dealing with data discrepancies in recent years [1] - Understanding Powell's cautious approach to policy decisions is essential [1] - It is evident that the Federal Reserve anticipates that the next policy action will be a rate cut [1]

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。 ...

Core Insights - Despite rising unemployment, the Bank of England is unlikely to cut interest rates in the upcoming policy meeting due to persistent inflation above target levels [1] Employment Market Analysis - The unemployment rate in the UK has reached its highest level in nearly four years at 4.6% [1] - Wage growth is also slowing down, indicating potential issues within the labor market [1] - The high business costs may lead to increased unemployment throughout the year [1] Monetary Policy Implications - The Bank of England's policymakers are expected to remain unaffected by the current labor market challenges [1] - The ongoing high inflation is a significant factor preventing any immediate interest rate cuts [1]

Core Viewpoint - The Federal Reserve's decision to maintain stable interest rates is justified by the slow cooling of inflation, indicating a cautious approach in the face of economic uncertainty [1] Group 1 - The Federal Reserve may face a scenario where both inflation and unemployment rates rise simultaneously, highlighting the complexity of the current economic landscape [1] - In light of uncertainty, the Federal Reserve must wait to observe the next steps in policy measures before making further decisions [1]

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。 ...