Workflow
斯蒂芬·罗奇:美联储关注风险转变 美股市场或出现修正
Ge Long Hui A P P·2025-09-03 07:39

Core Viewpoint - The Federal Reserve is unlikely to adjust its policies hastily due to political pressure, but the weakness in the labor market and tariff disruptions may lead to a more accommodative stance [1] Group 1: Economic Indicators - The U.S. economy is showing signs of slowing down, with consumer growth at only half the average level of the past few years [1] - Changes in risk factors have emerged, but the magnitude is not yet significant, and future developments will depend on upcoming data [1] Group 2: Market Analysis - The investment boom in the AI sector carries bubble risks, with the market capitalization concentration of the "seven giants" in U.S. stocks exceeding levels seen during the 2000 internet bubble [1] - A market correction in U.S. stocks is likely within the next six months [1]