Group 1 - Minneapolis Fed President Kashkari indicated that the slowing U.S. economy may make recent interest rate cuts appropriate, with expectations of two cuts by year-end [1] - Kashkari emphasized that tariffs remain a significant uncertainty, and their impact on inflation is still unclear, suggesting that adjustments may be necessary before clarity is achieved [1] - There is growing support among Fed officials for a rate cut in September, with San Francisco Fed President Daly also suggesting that more than two cuts may be needed this year [1] Group 2 - A weaker-than-expected non-farm payroll report showed a significant slowdown in hiring activity over the past three months, raising questions about the Fed's "wait-and-see" strategy [2] - Kashkari expressed confidence in the Labor Department's data, stating that economic realities cannot be fabricated [2]
9月降息稳了?继戴利之后,卡什卡利也开始吹响“降息风”!
Jin Shi Shu Ju·2025-08-06 13:56