万腾外汇：美联储降息为何让全球市场情绪复杂？

Group 1: UK Market and Central Bank Policy - The UK FTSE 100 and 250 indices lag behind continental European markets as investors remain cautious ahead of the Bank of England's interest rate decision [1] - The Bank of England is expected to maintain interest rates unchanged for the remainder of 2025 due to inflation levels significantly above the 2% target [1] - A combination of rising unemployment claims and falling core inflation may lead to a market perspective that the Bank of England might need to adopt a more accommodative policy in the future [1] Group 2: Australian Employment Data - Australia's employment data showed a surprising decline with a change of -5,400 jobs, significantly below the expected +21,200 [3] - This marks the third substantial miss against market expectations in the past four months, raising concerns about similarities with the U.S. labor market [3] - The Australian dollar weakened against most currencies, with market expectations for a rate cut by the Reserve Bank of Australia in November rising to 61% [3] Group 3: Federal Reserve Outlook - The recent FOMC meeting conveyed a cautious tone, with 9 out of 19 officials expecting two more rate cuts this year, while 6 believe no further easing is necessary [4] - The division within the Federal Reserve highlights differing views on the future interest rate path, with market expectations for two rate cuts increasing from 70% to 85% [4] - Fed Chair Powell emphasized the need for caution regarding rapid rate cuts, reflecting concerns about inflation despite a weakening job market [4]