他认为，美国潜在通胀率已接近美联储2%的长期目标，基于市场的长期通胀预期稳固，且劳动力市场 出现疲软的可能性增加，因此支持立即降息。沃勒认为美联储应"忽略"关税对通胀的影响，并预计其影 响是暂时的。 美联储理事沃勒支持在9月16日至17日的下次货币政策会议上降息25个基点。沃勒预计未来三到六个月 内还将进一步降息，具体步伐将根据即将公布的数据而定。 在7月末的上次FOMC会议上，沃勒与另一位理事鲍曼投票反对维持利率不变，主张降息25个基点。 ...

日本央行行长植田和男：潜在通胀率正逐步向2%目标迈进。 ...

日本央行行长植田和男：潜在通胀率仍低于2%，但正在逐步上升。 ...

Group 1 - The core viewpoint indicates that the silver market is experiencing a slight pullback after a previous increase, with current trading at $36.87 per ounce, reflecting a decrease of 0.12% [1] - The Australian economy shows signs of uncertainty, with nearly 90% of economists predicting a potential 25 basis point rate cut by the Reserve Bank of Australia, despite some economists being less certain [2] - Independent economist Saul Eslake suggests that the current inflation rate is below the target midpoint, indicating that there is no need for a restrictive monetary policy given the low economic growth [2] Group 2 - Technical analysis of the London silver market shows that after a strong rally, there is a demand for upward movement, with today's high opening at $37.25 and targets set at $36.9 and $36.7 for the downside [2] - Key support levels for silver are identified at $36.85 and $36.70, while resistance levels are noted at $37.20 and $37.60 [3]

智通财经6月10日电，日本央行行长植田和男称，如果我们有足够的信心认为潜在通胀率接近2%或在 2%附近波动，我们将会加息。 ...

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, indicated that interest rates may be raised if there is sufficient confidence that the potential inflation rate is close to or fluctuating around 2% [1] Group 1 - The Bank of Japan is closely monitoring inflation trends to determine future monetary policy actions [1] - A potential interest rate hike is contingent upon achieving a stable inflation rate near the target of 2% [1]

Group 1 - The Bank of Japan (BOJ) is cautious about rising food prices potentially increasing the underlying inflation rate, which is close to its 2% target [1][2] - BOJ Governor Ueda indicated that inflation expectations are between 1.5% and 2%, the highest in 30 years, prompting the bank to maintain low interest rates despite rising food prices, particularly a 90% surge in rice prices [2] - Ueda mentioned that the impact of food price inflation is expected to diminish, but the proximity of underlying inflation to the 2% target necessitates careful monitoring of food price inflation's effects [2] Group 2 - The BOJ is closely monitoring economic risks from U.S. tariff increases and domestic inflation pressures to determine when to resume interest rate hikes [2] - Despite lowering forecasts due to trade policy uncertainties, the BOJ expects the core inflation rate to gradually approach the 2% target in the latter half of the forecast period (FY2027) [2] - Ueda stated that if new data increases confidence in the baseline scenario, the BOJ will adjust the degree of monetary easing through interest rate hikes as necessary [2] Group 3 - The USD/JPY exchange rate is currently trading around 143.90, down 0.15% from the previous close of 144.12, indicating limited upward momentum in the daily technical indicators [1][2] - If the USD/JPY fails to break above 145.00 and sustain upward movement, there is a risk of a pullback, especially if it drops below the support range of 144.00–143.65, potentially testing 143.00 or even the monthly low of 142.10 [2]

Core Insights - A member of the Bank of Japan expressed concerns about the risk of price increases if global supply chains are disrupted [1] - Another member indicated that, in the long term, the uncertainty stemming from U.S. tariff policies may not significantly impact Japan's potential inflation rate and growth rate [1]