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降息3次!刚刚,美联储突发!
中国基金报·2025-08-10 07:00

Group 1 - Federal Reserve Governor Michelle Bowman supports three interest rate cuts this year, citing weak labor market data as a key factor [3][5] - Bowman previously supported maintaining interest rates until June but voted against the decision in July, advocating for a 25 basis point cut [3][5] - She urges other decision-makers to initiate rate cuts at the September Federal Reserve meeting to prevent further deterioration in the labor market [5][7] Group 2 - The U.S. labor market shows signs of cooling, with non-farm employment increasing by only 73,000 in July, below expectations, and the unemployment rate rising from 4.1% to 4.2% [7][9] - Core Consumer Price Index (CPI) is expected to rise by 0.3% in July, compared to a 0.2% increase in June, indicating a potential uptick in inflation due to higher tariffs [9][10] - Higher tariffs are beginning to affect consumer prices, particularly in household goods and entertainment, creating a dilemma for Federal Reserve officials who are trying to assess the impact on sustained inflation while monitoring labor market trends [9][10]