#美联储FOMC会议 1. Mainstream View: Cautious Observation

◦ Powell: Emphasizes 'no rush to cut rates until inflation meets targets', believes tariff impacts take time to manifest, and we need to wait for clearer data.

◦ Governors Jefferson, Cook, etc.: Support maintaining interest rates, emphasizing 'wait for clarity on inflation and economic outlook'.

◦ Regional Federal Reserve Presidents: Kansas Fed President Schmid (voting member) clearly opposes taking risks, New York Fed President Williams (voting member) states 'high uncertainty, need to stabilize inflation expectations'.

2. Dovish Dissent and Potential Divisions

◦ St. Louis Fed President Bullard (non-voting member) advocates 'if the economy worsens, consider cutting rates', but his influence is limited.

◦ Governor Waller (voting member) hinted in April that 'consideration could be given to cutting rates in response to tariffs', but did not gain widespread support.