Core Viewpoint - The Federal Reserve Governor Waller expresses opposition to the current policy stance, advocating for a 25 basis point rate cut as an appropriate measure [1] Group 1 - Waller's conclusion is that a reduction in interest rates is necessary for the current economic environment [1]

Core Viewpoint - The upward risks to price stability have diminished according to Federal Reserve Governor Bowman [1] Group 1 - The Federal Reserve is observing a reduction in inflationary pressures, indicating a potential easing of monetary policy in the future [1] - Economic indicators suggest that the labor market remains strong, which could influence future interest rate decisions [1] - The overall economic outlook is showing signs of stabilization, which may lead to a more favorable environment for investment [1]

Group 1 - The Federal Reserve Governor Waller suggests that the FOMC should adjust interest rates closer to neutral levels [1] - Tariffs are expected to have a one-time impact on prices [1] - Private sector hiring is approaching a "stall speed" [1]

美联储理事沃勒：我完全尊重FOMC同事的观点，他们认为我们需要采取"观望"的态度，但这过于谨慎 了。 ...

OpenAI计划在2025年获得400亿美元的资金。 （纽约时报） ...

Core Insights - The article discusses the potential for a significant movement in gold prices due to upcoming non-farm payroll data, suggesting that the order flow analysis may provide critical signals for investors [1] Group 1 - The focus is on the analysis of real-time gold order flows, indicating that there may be an impending market reaction [1] - The article highlights the importance of monitoring order flows as a tool for predicting market trends, especially in relation to economic indicators like non-farm payrolls [1]

美联储理事鲍曼：降息将为进一步的走弱提供对冲。 ...

Core Viewpoint - The Federal Reserve Governor Waller believes there is no justification for maintaining the current policy interest rate, as it poses a risk of a sudden downturn in the labor market [1] Summary by Relevant Categories - **Monetary Policy** - Waller suggests that the current interest rate policy may not be necessary and could lead to adverse effects on employment [1] - **Labor Market** - There is a concern regarding the potential for a sudden decline in the labor market if the interest rates are kept at their current levels [1]

房地美股价盘前上涨17%；房利美上涨15%。 ...

Core Insights - The labor market is showing increasing signs of weakness according to Federal Reserve Governor Bowman [1] - The upward risks to price stability have diminished [1] Labor Market - Federal Reserve Governor Bowman highlighted that the labor market is exhibiting signs of growing fragility [1] Price Stability - There has been a noted reduction in the upward risks associated with price stability [1]