Core Viewpoint - Investors continue to expect the Federal Reserve to cut interest rates by 25 basis points next month, although they have lowered expectations for further cuts this year [1] Economic Indicators - Recent data indicates that while U.S. tariffs have not yet impacted the overall Consumer Price Index, a weak labor market may prompt the Federal Reserve to adopt a more dovish stance [1] - The 10-year U.S. Treasury yield has increased, and the dollar has appreciated [1] Federal Reserve Meeting - Market participants hope that Federal Reserve Chairman Jerome Powell will provide clearer insights into the economic outlook and the Fed's policy framework during the meeting scheduled from August 21 to 23 in Jackson Hole, Wyoming [1] Trade Developments - The Trump administration has expanded the list of taxable goods to include hundreds of derivative products and increased tariffs on steel and aluminum imports to 50% [1] Renewable Energy Sector - The U.S. Treasury has announced new federal tax subsidy rules for solar and wind projects, leading to a rise in solar stocks [1] Bond Market - The yield on 30-year inflation-linked bonds in the UK has reached its highest level since 1998 [1]
美股周一收盘点评:美联储将会在杰克逊霍尔开会,市场平静期待
Sou Hu Cai Jing·2025-08-18 20:42