Core Viewpoint - The most undesirable scenario for the market is that Powell's press conference does not provide strong enough dovish signals, which could allow the dollar to continue its upward trend [1] Summary by Relevant Sections - Federal Reserve Policy Statement: The recent policy statement and the dissenting votes from two officials were not surprising, indicating a cautious approach to monetary policy [1] - Importance of Powell's Press Conference: The assessment of a potential rate cut in September hinges on the signals provided during Powell's press conference, which is critical for market expectations [1] - Market Reactions: Any dovish hints from Powell could support bearish positions on the dollar, but current economic data has not clarified the uncertainties surrounding the economy, reinforcing the rationale for maintaining the current policy stance [1] - Potential Market Impact: If the dovish signals from the press conference are insufficient, it could lead to a continuation of the dollar's recent rebound, creating further upward pressure on the currency [1]
分析师:市场最不愿看到的情形是鲍威尔发布会鸽派信号不够强
news flash·2025-07-30 18:32