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【经济学家：鲍威尔可能缺乏关税对通胀影响的信息】

Natixis 经济学家Benito Berber说，美联储主席鲍威尔可能对关税对通胀的影响没有什么可说的，因为“解放日”之后从中国运来的货物尚未登陆美国市场。Berber预计通胀影响将在6月份显现，预计美联储将按兵不动至9月，届时将开始降息并持续到2026年。

# 25个基点，符合预期！.SPX还能继续涨吗？

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