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事关降息!美联储主席“优选人”,最新发声!
Zheng Quan Shi Bao·2025-08-29 00:05

Group 1: Federal Reserve and Economic Outlook - Federal Reserve Governor Waller supports a 25 basis point rate cut in the September meeting, with expectations for further cuts in the next 3 to 6 months unless the August employment report shows significant economic weakness and inflation remains well-controlled [5] - The probability of the Federal Reserve maintaining rates in September is 13.8%, while the probability of a 25 basis point cut is 86.2% [5] - The market is expected to be influenced by the Federal Reserve's interest rate decisions, with predictions of over 100 basis points in cuts over the next year [5] Group 2: Stock Market Performance - On August 28, U.S. stock markets opened higher, with the Nasdaq up 0.53%, S&P 500 up 0.32%, and Dow Jones up 0.16%, with both Dow and S&P 500 reaching new closing highs [1] - Major tech stocks mostly rose, with Google A up over 2%, Amazon up over 1%, while Tesla fell over 1% and Nvidia slightly down by 0.79% [2] Group 3: Intel and Government Involvement - Intel's CFO announced receipt of $5.7 billion in unpaid grants from the CHIPS Act, which will convert into government equity holdings [3] - The Trump administration's investment of $8.9 billion for a 9.9% stake in Intel aims to prevent the sale of its chip manufacturing division, but may alter customer perceptions [3] - Ongoing discussions between Intel and the U.S. government regarding the transaction details are still in progress [3][4] Group 4: EU-U.S. Trade Relations - The European Commission proposed legislation to eliminate certain tariffs on U.S. goods, including industrial products and seafood, to enhance transatlantic trade relations [6] - The U.S. has committed to reducing tariffs on EU automobiles and parts from 27.5% to 15% [6]