美联储，数据重磅来袭！降息传出大消息

Core Insights - The anticipation of significant interest rate cuts by the Federal Reserve is driving optimism in the stock market, with major indices reaching historical highs [1][2][6] - Wall Street is betting on a faster and more substantial rate reduction, with futures markets predicting the benchmark short-term interest rate to fall below 3% by the end of next year [1][5] Economic Indicators - The upcoming release of the U.S. Core PCE Price Index for August is highly anticipated, as it will provide insights into inflation trends and the potential impact of tariff policies on prices [2][3] - Federal Reserve Chairman Jerome Powell expects the year-on-year PCE inflation rate to rise by 2.7% and the core PCE to increase by 2.9% [2] Federal Reserve Communications - Federal Reserve officials are set to make several public statements next week, which may provide further clarity on future monetary policy directions [3][4] - New Fed Governor Stephen Milan is expected to discuss his differing views on interest rate adjustments, advocating for a 50 basis point cut to reach neutral rates [3] Market Reactions - The stock market's bullish sentiment is reflected in the performance of cyclical stocks outperforming defensive stocks, driven by expectations of continued rate cuts [2][6] - Investors are closely monitoring short-term interest rate expectations, as they directly influence borrowing costs in the U.S. economy [6] Political Influences - President Trump's pressure for significant rate cuts and attempts to reshape the Federal Reserve's decision-making body are contributing to aggressive market expectations [6][7] - The labor market's slowdown and concerns over rising unemployment are prompting many investors to believe in the necessity of continued rate cuts [7]