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鲍威尔杰克逊霍尔释放谨慎降息信号 标普500指数扩大涨幅
智通财经网·2025-08-22 15:17

Group 1 - Federal Reserve Chairman Powell opened the door for a potential interest rate cut in September, citing rising risks in the labor market despite ongoing inflation concerns [1] - Powell indicated that the employment market is in a "delicate balance," with significant slowdowns in both labor supply and demand, and highlighted that recent job growth has been much weaker than previous estimates [1] - Following Powell's remarks, investors increased bets on a rate cut during the upcoming Federal Open Market Committee (FOMC) meeting on September 16-17 [1] Group 2 - Powell's speech occurred against unprecedented pressure from Trump and allies demanding quick rate cuts, which raises concerns about the Fed's independence [2] - The Fed updated its monetary policy framework, removing the phrase "employment below maximum level shortage" and clarifying that employment levels may sometimes exceed real-time assessments without necessarily posing risks to price stability [2] - There is a notable division among Fed officials regarding the path for rate cuts, with some advocating caution while others suggest support for a September cut following weak employment data [2][3] Group 3 - The Fed has maintained interest rates unchanged this year after three consecutive cuts at the end of last year, with some officials worried that tariffs could lead to sustained inflation [3] - Recent data showed that wholesale prices recorded their fastest increase in three years in July, reinforcing concerns about inflation [3]