每日机构分析：8月6日

Group 1 - Morgan Stanley emphasizes the importance of CPI data integrity for the $2.1 trillion TIPS market, expecting July inflation rates to remain above the Federal Reserve's target despite political pressures [1] - The Bloomberg U.S. Treasury Inflation-Protected Securities Index has risen by 5.7% this year, indicating increased demand for inflation-protected assets [1] - The U.S. Treasury plans to increase TIPS issuance to meet debt financing needs [1] Group 2 - Mitsubishi UFJ analysts note that ASEAN and India will face significant U.S. tariff increases starting in early August, potentially altering the current economic landscape [1] - The Indian rupee remains stable, while the Indian stock market has declined by 0.2%, with expectations of more accommodative monetary policy from the Reserve Bank of India in response to U.S. tariff impacts [1] Group 3 - Bloomberg Economic Research indicates that the Eurozone economy is performing well, leading the European Central Bank to hold off on easing monetary policy, with no expected rate cut in September [2] - The ECB's next action is anticipated in December, potentially lowering the deposit rate to 1.75% [2] Group 4 - Goldman Sachs reports significant downward revisions to U.S. non-farm payroll data for May and June, indicating a more severe labor market weakness than previously expected, which may prompt adjustments in Federal Reserve monetary policy [2] - The total downward revision for non-farm payrolls for May and June is 258,000, the largest two-month revision since 1968 [2] Group 5 - Nomura Securities suggests that the likelihood of two rate cuts by the end of December has significantly increased following the release of July non-farm data, with rising demand for hedging against potential economic hard landing risks [3] - Danish Bank analysts state that the Swiss franc's performance depends on the outcome of U.S.-Swiss trade negotiations, with potential high tariffs on Swiss exports if no agreement is reached [3]