美联储：8月非农再疲软或支持“保险式降息”

Core Viewpoint - The Federal Reserve's decision-makers, particularly those concerned about core PCE deviating from the 2% target, are likely to support a "insurance rate cut" only if the August non-farm payroll data, to be released on September 5, shows further weakness [1] Group 1 - The average job growth in the U.S. over the past three months is currently only 35,000 [1] - Chris Weston from Pepperstone indicates that the Fed's credibility is under significant pressure [1] - A rate cut in September, while core PCE is expected to exceed the target by 100 basis points, would be a challenging decision in any environment [1] Group 2 - It remains unclear whether the effects of tariffs will gradually become apparent [1]