刚刚！美联储，降息大消息

Core Viewpoint - The article discusses the recent U.S. inflation data and its implications for the Federal Reserve's potential interest rate cuts in 2025, highlighting a stable inflation environment and increasing likelihood of rate reductions [2]. Inflation Data Summary - In August, the Consumer Price Index (CPI) increased by 0.4% month-on-month, double the previous month's rate, with a year-on-year inflation rate of 2.9%, up 0.2 percentage points from the previous month, marking the highest level since January [3][4]. - The core CPI, excluding food and energy, rose by 0.3% month-on-month and 3.1% year-on-year, both in line with expectations, which is a key indicator for the Federal Reserve [3][4]. Employment Data Summary - The initial jobless claims for the week ending September 6 unexpectedly rose to 263,000, exceeding market expectations of 235,000, indicating a weakening labor market [4][5]. - Analysts suggest that the increase in jobless claims supports the case for the Federal Reserve to consider rate cuts, as a weak labor market may reduce future price pressures [8]. Market Reactions - Following the release of the inflation and employment data, U.S. stock index futures initially dropped but later regained momentum [9]. - U.S. Treasury yields fell, with the 10-year benchmark yield stabilizing at 4.02% and the 2-year yield dropping to 3.505% [11]. - The U.S. dollar index experienced a sharp decline, while spot gold prices saw a short-term increase [13].