事关降息，深夜，美国传来大消息！美元急跌，人民币拉升，金价大涨，美股全线爆发

Core Viewpoint - The annual Jackson Hole Global Central Bank Conference commenced on August 21, where Federal Reserve Chairman Jerome Powell indicated a shift in the balance of risks regarding employment, suggesting that a policy adjustment may be appropriate [2][4]. Group 1: Federal Reserve's Policy Stance - Powell highlighted the increasing downside risks to employment growth, which may necessitate a change in policy stance, indicating an openness to interest rate cuts [4][5]. - Following Powell's remarks, traders significantly increased bets on a rate cut in September, with a 91.1% probability of a 25 basis point cut being priced in [2]. - The Fed's revised long-term goals and monetary policy strategy statement included the removal of the "average inflation targeting" framework, returning to a more flexible inflation target [5]. Group 2: Economic Context - Despite high tariffs and tightened immigration policies, the U.S. economy has shown resilience, although the labor market and economic growth are experiencing notable slowdowns [4]. - Powell noted that inflation remains a concern, with the core PCE price index rising 2.9% year-over-year in July, attributing some price increases to tariffs [4][5]. - The Fed aims to balance its dual mandate of maximum employment and price stability while being cautious of one-time price increases turning into long-term inflation issues [5].