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如何看懂本周最重磅会议?高盛出品:杰克逊霍尔年会观会指南
Hua Er Jie Jian Wen·2025-08-18 05:17

Group 1 - The Jackson Hole Economic Policy Symposium is set to commence, with a key speech by Federal Reserve Chairman Jerome Powell scheduled for August 22, focusing on economic outlook and monetary policy framework review [1][3] - Powell's speech is expected to discuss potential adjustments to the Federal Open Market Committee's consensus statement, possibly reversing some changes made in 2020 and returning to a flexible inflation targeting strategy [1][3] - The European Central Bank President Christine Lagarde and the Bank of England Governor Andrew Bailey will participate in a closing panel discussion on August 23, which is anticipated to closely align with the conference's themes [2][3] Group 2 - The conference's main theme is "Transforming Labor Markets: Demographics, Productivity, and Macroeconomic Policy," which will guide the research presentations, although Powell's speech may focus more on current policy issues [3] - Media interviews will play a crucial role in disseminating policy information, with approximately five Federal Reserve officials expected to participate in interviews on August 22, following Powell's speech [4] - Historical data indicates that interviews with central bank officials often provide more immediate insights into policy direction compared to academic discussions, highlighting their market impact [4]