美联储巴尔金：7月份美国消费者支出可能有所改善

Group 1 - Richmond Fed President Barkin indicated signs of improvement in the U.S. consumer environment in July after earlier weakness this year, noting that weekly credit card data shows a healthier situation [1] - Barkin mentioned that consumer spending may return to a healthier state, as the fundamentals remain strong with people employed and real wages rising [1] - St. Louis Fed President Bullard stated it is too early to discuss actions for the September meeting, but he does not see the need for a significant 50 basis point cut [1] Group 2 - U.S. Treasury Secretary Yellen suggested that the Fed should consider a substantial 50 basis point cut at the upcoming September meeting, following the lack of significant inflation rebound in July [2] - Yellen's comments have slightly increased market expectations for a 50 basis point cut in September, although the likelihood remains low, with a 25 basis point cut being fully priced in [2]