Workflow
贝森特:9月很可能“补偿性”降息50个基点,或成连续降息的开始!
Jin Shi Shu Ju·2025-08-13 12:55

Group 1 - U.S. Treasury Secretary Scott Bessent stated that current interest rates are "restrictively high" and suggested a reduction of 150-175 basis points [1] - Bessent predicts that the Federal Reserve may initiate a series of rate cuts in the coming months, with a 50 basis point cut likely in September [1] - The current target range for the Federal Reserve's benchmark interest rate is 4.25%-4.5% [1] Group 2 - Following lower-than-expected inflation data in July, market expectations for a September rate cut surged to 96% [2] - Bessent advocates for an aggressive 50 basis point cut, while analysts warn that rising core inflation at 3.1% and upcoming employment data may delay decisions [2] - Political pressure from the White House, particularly from President Trump, is influencing the Fed's decision-making process [2] Group 3 - Morgan Stanley's investment strategy head Elyse Ausenbaugh suggests that the Fed is more likely to act in the fourth quarter unless there is a significant deterioration in future data [3] - The upcoming employment data is expected to play a crucial role in determining the Fed's policy direction [3] - Bessent emphasized the need for reliable data in employment reports and supports the continuation of these reports [3]