Core Insights - Recent data indicates signs of weakening in the US economy, with new tariff policies set to impact economic growth and inflation [1] - The probability of a rate cut by the Federal Reserve in September is observed at 94.4%, suggesting potential monetary easing in response to economic pressures [1] - The US stock market experienced a volatile rebound, with the Nasdaq reaching a new historical high, raising questions about future performance amid tariff implementation and earnings reports [1] Economic Indicators - The new tariff pressures are expected to moderately elevate inflation, which may suppress economic vitality in the US [1] - There is an increasing pressure for economic slowdown, leading to expectations that the Federal Reserve may implement further rate cuts within the year [1] Market Outlook - The earnings season for US stocks is anticipated to be characterized by high-level fluctuations, with three key scenarios to monitor as the market reacts to new economic data and tariff impacts [1]
就市论市｜纳指续创新高 美股能否延续强势？
Sou Hu Cai Jing·2025-08-11 08:35