澳新银行：鲍威尔杰克逊霍尔央行年会上的讲话为9月降息埋下伏笔

Core Insights - The report from ANZ Bank highlights the potential rapid weakening of the U.S. labor market in the coming month, as pointed out by Federal Reserve Chairman Jerome Powell, which may necessitate a return to monetary easing [1] - Powell's assumption indicates that tariffs will lead to a one-time price increase, but the full effects may take time to manifest [1] - Early data suggests that the impact of tariffs on consumer prices appears to be temporary, supporting a gradual easing stance alongside stable inflation expectations [1] - ANZ Bank states that Powell's speech at Jackson Hole paves the way for a 25 basis point rate cut at the Federal Reserve's September meeting [1]