Group 1 - The Federal Reserve is expected to announce its first interest rate cut of Trump's second term next week, with a 93.4% probability of a 25 basis point reduction, bringing the policy rate to a range of 4%-4.25% [1] - Market expectations include at least another 25 basis point cut in both October and December, with the upcoming economic forecasts from the Fed officials also being a key focus [1] - The upcoming week will feature significant U.S. economic data releases, including August retail sales and industrial production, as well as initial jobless claims [3] Group 2 - The Bank of England and the Bank of Japan are also set to announce their latest interest rate decisions next week, with no changes expected from either due to high inflation in the UK and a leadership transition in Japan [4] - The U.S.-China trade negotiations are a major event next week, with discussions on unilateral tariffs, export controls, and issues related to TikTok [5] - FedEx's operational data will provide insights into the current state of the U.S. economy, while Bullish, a digital asset trading platform, will release its first post-IPO financial report [5] Group 3 - Meta is scheduled to hold its Connect conference next week, with a focus on the launch of its first consumer-grade AR glasses, "Meta Hypernova," and the anticipated third-generation AI glasses [6] - The CDC's Advisory Committee on Immunization Practices will meet next week, which is crucial for investors holding vaccine stocks [8] - The third Friday of September, known as "Triple Witching Day," will see the expiration of numerous stock index futures, options, and stock options, potentially leading to liquidity-driven volatility [8] Group 4 - A series of important economic data releases are scheduled for next week, including China's August economic data and the U.S. September New York Fed manufacturing index [9] - The Federal Reserve's FOMC will announce its interest rate decision and economic outlook summary next week, alongside a press conference by Chairman Powell [9]
环球下周看点:美联储今年首次降息进入倒计时