Group 1 - The Federal Reserve's Kashkari stated that the inflation rate remains above the 2% target but has made significant progress [1] - Tariffs have introduced complexities into the economic landscape [1] - The Federal Reserve is currently in a wait-and-see mode to gain more clarity on the impact of tariffs on inflation [1]

我们预计，将看到商品价格在一定程度上大幅上涨。 鲍威尔：美联储处于观望状态，是为了更好地感知关税（的影响）。 ...