就市论市｜全球央行年会即将召开 如何扰动全球市场？

Group 1 - The core viewpoint of the article highlights that inflation risks are more concerning than labor market conditions according to the latest Federal Reserve meeting minutes from July [1] - There is an increasing internal division within the Federal Reserve regarding monetary policy, with a focus on reviewing the monetary policy framework [1] - The expectation for interest rate cuts may narrow as inflation risks are perceived to be greater than economic risks, suggesting a continued hawkish stance on interest rates [1] Group 2 - The upcoming global central bank conference in Jackson Hole raises questions about whether Jerome Powell will signal any changes in policy [1] - Risk assets are currently suppressing risk-free assets, indicating potential market volatility in the near term [1]