1月29日美联储FOMC会议维持联邦基金利率在5.25%-5.50%区间不变，符合市场预期。会议声明强调通胀虽有所缓解但仍高于2%的长期目标，同时指出就业增长稳健而经济前景存在不确定性。美联储删除了“可能进一步收紧政策”的措辞，暗示加息周期可能结束，但未明确提供降息时间表，强调需对通胀持续回落拥有“更大信心”后方会考虑降息。市场解读本次会议为“鹰派暂停”，既承认通胀进展，又避免释放过早放松政策的信号。美元指数小幅走强，美股短期承压，反映出市场对降息预期延迟的重新定价。
The January 29 Fed FOMC meeting kept the federal funds rate unchanged at 5.25%-5.50%, aligning with market expectations. The statement acknowledged that inflation has eased but remains above the long-term 2% target, while noting solid job gains and uncertain economic prospects. The Fed removed the phrase ‘additional policy firming may be appropriate,’ signaling a potential end to the rate hike cycle, but did not provide a clear timeline for rate cuts, emphasizing the need for ‘greater confidence’ in sustained inflation decline before considering easing. Markets interpreted the meeting as a ‘hawkish pause,’ recognizing progress on inflation while avoiding premature signals of policy relaxation. The U.S. dollar index strengthened slightly, and stocks faced short-term pressure as investors repriced delayed rate cut expectations.
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