Core Viewpoint - Federal Reserve Governor Waller stated that some tariff costs will be passed on to consumers, but this will not lead to sustained inflation [1] Group 1 - The impact of tariffs on consumer prices is acknowledged, indicating a potential increase in costs for consumers [1] - Waller emphasizes that the transmission of these costs will not result in persistent inflationary pressures [1]

美联储戴利：目前尚未看到任何证据表明关税措施正在更广泛地引发持续性通胀。 ...

Core Viewpoint - The Federal Reserve Chairman Jerome Powell emphasized that avoiding persistent inflation ultimately depends on maintaining stable long-term inflation expectations [1] Group 1 - The importance of stable long-term inflation expectations in preventing sustained inflation was highlighted [1]

Group 1 - The annual meeting of global central banks in Tokyo will focus on "new challenges in monetary policy," addressing weak economic growth and persistent inflation pressures [1][2] - The meeting will feature key speakers including Kazuo Ueda, the Governor of the Bank of Japan, and Agustin Carstens, General Manager of the Bank for International Settlements [1][2] - The discussions will center around the impact of tariffs on economic downturn risks, particularly influenced by U.S. policies under President Trump [2][4] Group 2 - Central banks are facing intertwined pressures from sustained inflation, economic downturn risks, and market volatility, with a particular focus on the implications of U.S. tariffs [2][4] - The Bank of Japan is maintaining a gradual rate hike path, but recent global economic changes have raised doubts about its tightening pace [2][7] - The meeting will also address the effectiveness and limitations of unconventional monetary tools used during economic downturns [3] Group 3 - The Federal Reserve is currently in a "wait-and-see" mode, as rising tariffs are expected to push inflation higher, complicating its policy decisions [4][5] - European Central Bank officials are considering pausing further easing measures due to re-emerging inflation pressures, despite plans for a rate cut in June [6] - The Bank of Japan has lowered its growth forecast due to U.S. tariffs and is signaling a potential pause in its rate hike cycle, while still aiming for a core inflation target of 2% [7]