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银河证券:9月降息未必板上钉钉,美联储目前仍处于“可降可不降”的阶段
Ge Long Hui A P P· 2025-08-14 00:21
Core Viewpoint - The market has already priced in expectations for a rate cut in September, but various economic indicators suggest that a rate cut is not guaranteed [1] Group 1 - The report from Galaxy Securities indicates that inflation is expected to rebound in the third quarter [1] - The unemployment rate is projected to rise moderately [1] - The impact of extended tariffs in August is expected to lead to mild price increases [1] Group 2 - There is an increasing likelihood that former President Trump may intervene with the Federal Reserve, potentially accelerating the rate cut process [1] - The Federal Reserve is currently in a "can cut or not cut" phase, indicating that confirmation of a September rate cut requires more data [1]