鲍威尔警告股市风险 称美联储政策仍具限制性｜全球财经连线

Core Insights - Federal Reserve Chairman Jerome Powell's recent public speech has drawn significant market attention following the interest rate cut last week [2] - Powell indicated that the increasing downside risks in the labor market were a key reason for the recent rate cut [2] - The rate cut signifies a shift in policy stance towards "neutral," with no preset direction for future policies [2] - Powell acknowledged that current inflation remains slightly above the target, with the August core PCE inflation rate expected to be 2.3%, primarily driven by tariff impacts rather than widespread inflationary pressures [2] - The market generally anticipates that the Federal Reserve may implement two more rate cuts within the year, although there are still internal disagreements regarding this outlook [2] Discussion and Analysis - The program features discussions with experts, including a professor from Shanghai Jiao Tong University and former senior economists from the Federal Reserve, to explore the potential evolution of Federal Reserve policies and the subsequent impact on the U.S. stock market [2]