凯投宏观：会议纪要有点过时 鲍威尔本周讲话才是重点

Core Viewpoint - The minutes from the Federal Reserve's July meeting indicate a general consensus among officials to maintain interest rates, with only two dissenting votes advocating for a rate cut in July, suggesting a slightly hawkish signal for the September meeting [1] Summary by Relevant Sections - Federal Reserve's Stance - The majority of Federal Reserve officials agree on keeping interest rates unchanged, with only two members voting for a rate cut in July [1] - Implications for Future Meetings - The minutes are considered somewhat outdated due to the subsequent poor employment report in July, making it difficult to draw conclusions about future monetary policy from the minutes [1] - Upcoming Insights - Federal Reserve Chairman Jerome Powell's upcoming speech at Jackson Hole is expected to provide more clarity on whether a rate cut in September is likely [1]