北京时间今天凌晨结束的5月FOMC上，美联储按兵不动符合预期，维持基准利率在4.25~4.5%。会议前市场对美联储继续观望已经是共识，CME利率预期隐含的5月不降息概率自4月中旬以来持续维持在90%以上。 因此，本次会议的焦点更多在于面对关税本身的不确定性以及对通胀和增长的双重影响，美联储如何寻找平衡点。是“容忍”一次通胀冲击提前应对未来增长压力、还是关注“眼前”的通胀压力而牺牲增长？这也是鲍威尔...
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