Global Central Bank Dynamics - The U.S. Labor Department reported an increase of 147,000 non-farm jobs in June, surpassing economists' expectations of 110,000, while the unemployment rate fell to 4.1%, contrary to predictions of a rise to 4.3% [1] - Eurozone inflation for June was reported at 2.0%, up from 1.9% in May, reaching the European Central Bank's medium-term target [2] - ECB President Lagarde indicated that while inflation has reached the target, the task is not complete, and warned of geopolitical risks affecting economic stability [3] Interest Rate Outlook - The Federal Reserve is expected to lower interest rates later this year, with officials indicating that a rate cut is appropriate based on data [2] - The Bank of England's Governor Bailey expressed concerns about the vulnerabilities posed by the growth of stablecoins and their potential impact on monetary trust [4] - The Reserve Bank of Australia is anticipated to cut rates by 25 basis points to 3.60% amid economic challenges [7] Economic Growth and Inflation Projections - The Polish central bank forecasts inflation to sustainably return to the target range of 2.5%±1 percentage point by Q1 2026, with GDP growth expected to accelerate to 3.6% in 2025 [6] - The ECB is increasing its focus on climate-related economic risks, linking extreme weather events to inflation and GDP impacts [3] Market Reactions and Predictions - Analysts predict that a weaker U.S. dollar may lead to increased capital flows into emerging markets, improving financing conditions and asset returns [8] - The market is closely monitoring upcoming central bank meetings and speeches for potential shifts in monetary policy, particularly regarding inflation and employment data [9]
【央行圆桌汇】美联储纪要成本周焦点 数据清淡期市场寻方向（2025年7月7日）
Xin Hua Cai Jing·2025-07-07 04:39