高盛：建议做多美短期国债，9月降息概率84%

Core Insights - Goldman Sachs' interest rate strategy team recommends investors to go long on U.S. short-term government bonds due to the market pricing in an 84% probability of a Federal Reserve rate cut in September [1] Group 1 - The U.S. interest rates remain stable, with recent inflation data not causing significant volatility [1] - The baseline scenario for a September rate cut remains solid, but further evidence of a weak labor market or clear policy signals from the Federal Reserve are needed to push the market towards pricing in a faster rate cut [1] - According to data from the London Stock Exchange Group, the money market currently prices in a 25 basis point rate cut by the Federal Reserve in September with an 84% probability [1]