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Although the Federal Reserve's press release was brief, Waller's speech was lengthy, with the core emphasis on reinforcing Waller's policy, strengthening the 2% inflation target, emphasizing the reduction of forward guidance, allowing the market to return to data, and preventing the Federal Reserve from becoming the center of market expectations. It seems Waller is very confident in his policy, but the outcome will need to be verified by time and the market! Additionally, Waller highlighted the benefits brought by AI, capital expenditure, and future growth—these are all positive remarks about AI. It appears Waller is also supporting the AI narrative, so the AI narrative is very important for the United States! #美联储即将公布利率决议