深夜重磅！鲍威尔暗示美联储可能降息！美股大涨

Group 1 - The annual Jackson Hole Global Central Bank Conference commenced on August 21, with Federal Reserve Chairman Powell delivering a keynote speech indicating that inflation is expected to rise while the labor market remains weak, suggesting potential interest rate cuts to support economic growth [1] - Following Powell's remarks, U.S. stock markets surged, with the Dow Jones Industrial Average rising by 720 points (1.6%), the S&P 500 increasing by 1.4%, and the Nasdaq Composite gaining 1.6% [1] - The U.S. Department of Labor reported an increase of 11,000 in initial jobless claims for the week ending August 16, reaching 235,000, the highest since June 20, and above the expected 225,000 [1] Group 2 - The July non-farm payrolls increased by only 73,000, significantly below the market expectation of 100,000, with revisions showing a downward adjustment of 258,000 jobs for May and June combined, leading to a rise in the unemployment rate to 4.2% [2] - The Federal Reserve has maintained interest rates unchanged for eight consecutive months since December, with concerns about the labor market and inflation expressed in the July meeting minutes [3] - Analysis suggests that Powell's dovish stance at the Jackson Hole conference indicates readiness for a rate cut in September, with market expectations for a 90% probability of a 25 basis point cut, up from 70% prior to his speech [4]