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市场分析:鲍威尔不太可能给出明确信号
Jin Rong Jie·2025-08-22 00:43

Core Viewpoint - The speech by Federal Reserve Chairman Powell at the Jackson Hole annual symposium is expected to be a catalyst for the dollar's movement, but no clear signals are anticipated from Powell regarding future monetary policy [1] Group 1 - Economists from the Commonwealth Bank of Australia, including Caputo, suggest that Powell may withhold definitive guidance and wait for more data before making any decisions [1] - If Powell indicates a willingness to cut interest rates, the market is likely to fully price in a rate cut in September, leading to a moderate decline in the dollar [1] - The probability of a rate cut in September is currently around 70%, setting a high threshold for Powell to deviate from market expectations [1]