道明证券:认为美联储10月恢复降息的可能性更大
Sou Hu Cai Jing·2025-08-05 06:28
Group 1 - The core viewpoint of the article indicates that while the possibility of a Federal Reserve rate cut in September appears to be almost certain, a complete shift towards easing requires certain conditions to be met [1] - The baseline scenario from TD Securities predicts that the Federal Reserve is most likely to restart rate cuts in October, as the deterioration of the labor market is expected to take longer to materialize [1] - The non-farm payroll report released last Friday highlights the increasing risk of a rapid weakening in the labor market, with the bond market reacting by pricing in a nearly 90% chance of a rate cut in September and further easing expected by the end of the year [1]