Group 1 - The Jackson Hole global central bank conference is being closely watched, particularly for comments from Federal Reserve Chairman Jerome Powell, with concerns about hawkish signals potentially causing market volatility [1] - Cleveland Fed President Beth Hammack stated that inflation pressures have not subsided and there is currently no basis for immediate rate cuts, emphasizing an open-minded approach to each meeting [2] - Kansas City Fed President Jeff Schmid noted that inflation is closer to 3% than 2%, warning that premature easing could harm public expectations, and highlighted that the current interest rate range of 4.25% to 4.5% has not significantly restrained the economy [2] Group 2 - The theme of this year's conference focuses on the labor market, which has alleviated some investor concerns about the Fed emphasizing inflation and independence [2] - Market expectations for a 25 basis point rate cut in September are close to 80%, with potential for four cuts over the next year, although some strategists caution that optimism regarding easing may be excessive [2] - Political pressures are mounting, with President Trump criticizing Powell for not cutting rates promptly and calling for the resignation of Fed Governor Lisa Cook due to alleged violations related to a mortgage application [6]
杰克逊霍尔开幕：鲍威尔讲话在即 地区联储主席忙打“预防针”？
Di Yi Cai Jing·2025-08-22 00:11