Group 1 - The core viewpoint of the article indicates that due to the recent U.S. July CPI report, there is a shift in expectations regarding the Federal Reserve's interest rate cuts, with predictions now suggesting a potential start in September rather than October [1] - According to the report from TD Securities, the Federal Reserve is expected to implement a total of six rate cuts, each by 25 basis points, leading to a final rate of 3% [1] - The strategy team at TD Securities has revised their forecast for the 5-year U.S. Treasury yield at the end of 2025 from 3.70% to 3.65% [1] Group 2 - The article notes that the current U.S. dollar index (DXY) is at 97.87, showing a slight increase of 0.02% from the opening price of 97.80 [1] - The dollar index is still within a downward channel, with the price having previously reached the upper Bollinger Band near 98.66 before experiencing a strong pullback [1] - There are concerns regarding the support level as the price approaches the lower Bollinger Band around 97.60 [1]
美联储转向在即 道明预测9月首降全年六次
Jin Tou Wang·2025-08-18 05:40