周五美联储主席鲍威尔放鸽称，基准前景和风险平衡变化可能需要联储调整政策立场。市场人士认为鲍威尔讲话标志着政策关注点从“控制通胀”转向“保就业”。市场加大对美联储9月降息的押注，9月降息概率预期从65%升至85%，并恢复全面押注年底降息两次的预期。美股涨幅扩大，标普涨超1.5%，终止五连跌。 ...

新华社华盛顿8月22日电 美国总统特朗普22日表示，如果美国联邦储备委员会理事莉萨·库克不辞 职，"我就会解雇她"。 特朗普当天突然造访与白宫仅一街区之隔的一座白宫主题博物馆，在回答媒体记者提问时说："她（库 克）的所作所为很糟糕……如果她不辞职，我就会解雇她。" 美国联邦住房金融署署长比尔·普尔特20日公开指认库克曾同时将两处房产申报为其"主要住宅"以获取 更优惠贷款利率，并向司法部提交一份刑事指控。特朗普当天晚些时候在社交媒体上转发相关报道并 称"库克必须辞职"。库克同日发表声明说，她不会"因一个帖子提出一些问题就被霸凌到辞职"。21日， 美司法部表示将对库克展开调查。 库克由前任总统拜登于2022年提名担任美联储理事并经由国会批准。美联储现任7名理事中，只有两人 为特朗普提名。 近期，特朗普因不满美联储不肯配合他降低基准利率，多次猛烈抨击美联储主席鲍威尔，并呼吁他提前 卸任。库克曾表示，特朗普正在推进的贸易政策可能会抑制美国生产力，并可能迫使美联储在一个效率 下降的经济环境中提高利率，以遏制通胀。 鲍威尔22日在怀俄明州杰克逊霍尔市一场美联储年度经济研讨会上就美国当前经济状况与短期展望发表 讲话，发出降 ...

Group 1 - The Dow Jones Industrial Average surged by 950 points, reaching a new intraday high, following comments from Federal Reserve Chairman Jerome Powell suggesting potential interest rate cuts if conditions allow [1][3] - The S&P 500 index rose by 100.10 points, or 1.57%, closing at 6470.27 points, while the Nasdaq increased by 421.80 points, or 2.00%, to finish at 21522.11 points [3] - Powell indicated that the balance of risks may necessitate adjustments to the policy stance, despite low unemployment rates, highlighting significant changes in tax, trade, and immigration policies [3][4] Group 2 - Powell's remarks at the Jackson Hole annual meeting emphasized a cautious approach to policy changes, noting that the labor market is experiencing an unusual balance due to significant slowdowns in both labor supply and demand [4][5] - The CME FedWatch tool indicates a 91% probability of a 25 basis point rate cut at the September meeting, reflecting market expectations following Powell's speech [3] - Concerns about inflation persist, particularly regarding the impact of tariffs on consumer prices, which Powell acknowledged as a risk that needs to be managed [5]

转自：宁波晚报 今晚，美股、黄金、加密货币等集体大涨！ 消息面上，据央视新闻报道，当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，当前形势暗示就业增长面临下行风险，风险平衡 点的变化可能要求调整政策。鲍威尔称，美联储对降息持开放态度。 据智通财经消息，交易员加大对美联储9月降息的押注。交易员们恢复完全消化美联储年底前降息两次。 美股在鲍威尔讲话期间持续拉升，截至23:00，道琼斯指数涨1.98%，标普500指数涨1.64%，纳斯达克综合指数涨1.97%。 现货黄金日内涨幅扩大超1%，报3374.48美元/盎司。现货白银日内涨超2%，现报38.965美元/盎司。 加密货币也集体拉升，比特币涨至115860美元，过去24小时内涨2.27%；以太坊涨至4614.22美元，过去24小时内涨近8%。 | 而种 | 价格 | 价格(24h%) | | --- | --- | --- | | B BTC | $115860.6 | +2.27% | | + ETH | $4614.22 | +7.91% | | S SOL | $191.48 | +3.60% | | × XRP | $3.0057 | ...

Core Viewpoint - Federal Reserve Chairman Jerome Powell hinted at the possibility of interest rate cuts in response to economic slowdown and rising labor market risks during his speech at the Jackson Hole global central bank conference, marking a significant moment in his tenure [1][2] Economic Indicators - The U.S. economy shows resilience despite high tariffs and tightened immigration policies, but there are signs of significant slowdown in the labor market and economic growth [1] - Recent labor data revealed that non-farm payrolls increased by only 73,000 in July, below expectations, with the unemployment rate rising slightly to 4.2% [5] - The core consumer price index rose by 3.1% year-on-year in July, exceeding the Fed's long-term target of 2% [5] Political and Market Pressures - Powell faces unprecedented political pressure from President Trump, who is advocating for aggressive rate cuts and influencing Fed decision-making [2][4] - The upcoming September meeting is expected to be one of the most controversial in recent years, as Powell navigates between economic challenges and political pressures [4] Future Projections - Analysts predict that the Fed may officially begin the rate-cutting process in September, with expectations of a 25 basis point cut and a total reduction of approximately 100 basis points by mid-2024 [6] - The current low unemployment rate does not preclude the possibility of rate cuts, as the labor market is undergoing a "payroll recession" rather than a traditional unemployment recession [6] Implications for Asia - A potential rate cut by the Fed could positively impact Asian economies, particularly smaller open economies that rely heavily on trade, helping to alleviate export slowdown pressures [7] - The investment landscape in Asia may present numerous opportunities, especially in sectors related to high dividends and artificial intelligence, as central banks in the region have room to maneuver with rate cuts [7]

Group 1 - Federal Reserve Chairman Jerome Powell indicated that the current situation suggests a downside risk to employment growth, which may require policy adjustments [2][3] - Powell noted that despite the resilience of the U.S. economy amid high tariffs and tightened immigration policies, the labor market and economic growth have shown significant slowdown [3] - The core PCE price index rose by 2.9% year-on-year in July, with tariffs pushing up some goods prices, indicating that inflation remains a concern [3] Group 2 - Following Powell's remarks, the probability of a 25 basis point rate cut by the Federal Reserve in September increased from 75.5% to nearly 90% [4] - Major U.S. stock indices rose significantly, with the Dow Jones up 1.82%, Nasdaq up 1.83%, and S&P 500 up 1.52% [5][6] - The U.S. dollar index fell below the 98 mark, trading at 97.8371, a decrease of 0.82% [6]

鲍威尔表示："由于政策处于限制性区域，基线前景和风险平衡的转变可能需要调整我们的政策立场。" 鲍威尔指出，当前美国经济仍具韧性，劳动力市场接近充分 就业，通胀虽从疫情后高点回落但仍处高位，2025年上半年GDP增速从去年同期增长2.5%放缓至1.2%，同时面临关税重塑全球贸易、移民政策放缓劳动力增长的 结构性挑战。而短期货币政策强调"谨慎推进"，政策利率较一年前更接近中性水平100个基点，处于限制性区间且无预设路径，需平衡通胀上行与就业下行风险。 鲍威尔发声后，交易员加大对美联储9月降息的押注。交易员们恢复完全消化美联储年底前降息两次。 盘面上，美股三大股指早盘大幅拉升，截至发稿，道指、纳指涨近2%，标普500指数涨超1.5%，纳斯达克中国金龙指数涨超2.5%。 降息大消息。 当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔举行的全球央行行长年会上发表演讲。演讲围绕两大议题：当前美国经济状况与短期货币政策展望、美联储第 二次货币政策框架公开评估结果。 | 0 1 03 | 价格 = | 涨跌幅 ◆ | | --- | --- | --- | | 道琼斯指数 | 45669.45 | +1.97% | | .D ...

2025.08. 22 本文字数：957，阅读时长大约1.5分钟 来源 | 央视新闻、上海证券报 当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，当前形势暗示就业增长面 临下行风险，风险平衡点的变化可能要求调整政策。鲍威尔称， 美联储对降息持开放态度 。 "就业市场风险上升可能使美联储在9月降息" 鲍威尔指出美国经济在高关税与收紧移民政策背景下仍展现韧性，但劳动力市场与经济增长已出现显 著放缓。他表示，尽管通胀仍受关注，但就业市场风险上升可能使美联储在9月降息。他强调，在政 策维持紧缩的背景下，经济前景及风险变化或需调整政策立场。 在通胀方面，鲍威尔指出关税已推高部分商品价格，7月核心PCE物价同比上涨2.9%。他强调，关 税效应可能是一次性冲击，但若通胀预期被推升，风险不可忽视。 在政策立场上，鲍威尔称，美联储利率水平已较去年更接近"中性"，未来将谨慎评估风险，确保不 会让一次性物价上涨演变成长期通胀问题。他重申，美联储将始终在实现最大就业和物价稳定的双重 使命间保持平衡。 当天，美联储还发布了修订后的《长期目标与货币政策战略声明》。修订要点包括取消"平均通胀目 标制"，回归灵活通胀目标 ...

今晚，美股、黄金、加密货币等集体大涨！ 消息面上，据央视新闻报道，当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，当前形势暗示就业增长面临下行风险，风险平衡 点的变化可能要求调整政策。鲍威尔称，美联储对降息持开放态度。 据智通财经消息，交易员加大对美联储9月降息的押注。交易员们恢复完全消化美联储年底前降息两次。 美股在鲍威尔讲话期间持续拉升，截至23:00，道琼斯指数涨1.98%，标普500指数涨1.64%，纳斯达克综合指数涨1.97%。 大型科技股集体上涨，其中，特斯拉涨超5%。 中概股方面，纳斯达克中国金龙指数涨幅扩大，最新涨至2.72%。蔚来涨超13%，金山云涨近10%，小鹏汽车涨5%，阿里巴巴涨近4%。 现货黄金日内涨幅扩大超1%，报3374.48美元/盎司。现货白银日内涨超2%，现报38.965美元/盎司。 加密货币也集体拉升，比特币涨至115860美元，过去24小时内涨2.27%；以太坊涨至4614.22美元，过去24小时内涨近8%。 | 而种 | 价格 | 价格(24h%) | | --- | --- | --- | | B BTC | $115860.6 | +2.27% ...

美联储主席鲍威尔强调，政策制定者必须防范美国总统特朗普的关税措施导致持续通胀的风险。他表 示，关税对消费者价格的影响"现在已清晰可见"，但预计这些影响将相对短暂是合理的。"然而，关税 对价格的上涨压力也可能引发更持久的通胀动态，这是需要评估和管理的风险，"鲍威尔说。"当我们的 目标处于这种紧张状态时，我们的政策框架要求我们在双重使命的两方面之间寻求平衡，"他补充道。 ...