新加坡华侨投资基金管理有限公司：美联储双重目标承压 降息时机临近

Group 1 - Federal Reserve officials signal that the window for monetary policy adjustment is approaching, with San Francisco Fed President Mary Daly indicating readiness for interest rate cuts soon [1][3] - Daly emphasizes that inflation pressures from tariff measures are likely temporary, suggesting a need to recalibrate policies to align with current economic conditions [3][5] - Market expectations for a shift in Fed policy are rising, with an 86.9% probability of a 25 basis point rate cut at the upcoming policy meeting on September 16-17 [5] Group 2 - Recent economic data has heightened concerns about economic slowdown, with July employment figures falling short of expectations and previous months' data being revised down [5][7] - Fed Chair Jerome Powell's remarks at the global central bank conference reinforced rate cut expectations, indicating a shift in risk balance [7] - Upcoming August employment and inflation data are critical for informing the Fed's September policy decisions, with Daly's views reflecting mainstream opinions within the Fed [7]