Group 1 - Powell's recent speech indicates an increase in downside risks to employment, suggesting a potential adjustment in monetary policy by the Federal Reserve [1][2] - The probability of a 25 basis point rate cut in September has surged to 91.1%, with traders fully pricing in two rate cuts by the end of the year [1][2] - Global risk assets experienced a significant rally, with major U.S. stock indices rising over 1%, and Chinese assets also showing strong performance [1][5] Group 2 - Powell emphasized that the current economic situation may require a shift in policy due to changing risk balances, moving away from a rigid economic condition framework [2][3] - The impact of tariffs on consumer prices is becoming clearer, with potential upward pressure on inflation that needs to be assessed and managed [2][3] - Goldman Sachs predicts that the Federal Reserve may implement three 25 basis point rate cuts this year, citing slowing employment growth and manageable market pressures [3] Group 3 - U.S. stock markets saw a strong uptick, with the Dow Jones rising 1.7%, Nasdaq up 1.64%, and S&P 500 increasing by 1.42% following Powell's dovish remarks [5] - Chinese assets, particularly the Nasdaq Golden Dragon China Index, surged by 2.4%, with various ETFs also experiencing significant gains [5][6] - Foreign investment outlook for Chinese assets is becoming increasingly optimistic, with improved growth expectations noted in recent surveys [5][6]
深夜,暴涨!美联储主席,最新发声!
Zheng Quan Shi Bao Wang·2025-08-22 15:24