鲍威尔放鸽就万事大吉了？财政压力更值得关注！【纽约Talk 14】

Group 1 - Federal Reserve Chairman Powell unexpectedly released dovish signals at the Jackson Hole meeting, leading to a significant rise in the three major U.S. stock indices [2] - Powell's shift in focus from inflation to employment pressures raises questions about the Fed's stance in September [2] - The implications of potential interest rate cuts on U.S. fiscal health are being debated [2] Group 2 - The upcoming content will cover macroeconomic strategies for the 2025 market and new opportunities in the commodity market for 2024 and 2025 [4] - Insights into the behavior of sovereign funds and their impact on the market will also be discussed [4]