Group 1 - Federal Reserve Chairman Powell's speech at the Jackson Hole Global Central Bank Conference is reshaping Wall Street's expectations for monetary policy [1] - Major investment banks, including Barclays, BNP Paribas, and Deutsche Bank, have adjusted their interest rate forecasts, now predicting a 25 basis point rate cut in September and another in December [1][2] - The market's response has been immediate, with the probability of a 25 basis point rate cut in September rising from 75% to 87% following Powell's remarks [1] Group 2 - Powell's speech introduced a "dovish tilt," leading Barclays to move its forecast for the first rate cut from September 2026 to September 2025, now expecting two rate cuts this year [2] - BNP Paribas has also shifted its long-held view, indicating a "micro-adjustment" rate cut in September unless data suggests otherwise [2] - Deutsche Bank updated its forecast from a single rate cut in December to two cuts in September and December 2025 [2] Group 3 - Powell's focus has shifted to the labor market, emphasizing rising downside risks, which analysts interpret as a preparation for potential "preventive" rate cuts [3] - The warning about rising risks of layoffs and unemployment indicates a change in the Fed's policy focus from solely combating inflation to balancing inflation control with employment maintenance [3]

分析师：加拿大央行仍保持宽松倾向 金十数据7月30日讯，Monex 欧洲高级外汇市场分析师尼克·里斯表示，尽管加拿大央行维持利率不变的 最新决定符合预期，但加拿大央行在最近的一系列沟通中仍保持宽松倾向。然而，任何恢复降息的决定 似乎都将再次基于前景的进一步明确，这表明，进一步降息可能还需要一段时间。 ...

欧洲央行如期降息 欧元区债市反应平淡 金十数据6月5日讯，欧元区政府债券收益率对欧洲央行降息25个基点反应平淡。据Tradeweb的数据，10 年期德国国债收益率最新报2.488%，下跌4个基点，此前报2.483%。道富环球投资管理公司董事总经理 Altaf Kassam在一份报告中表示："降息强化了欧洲央行的宽松倾向，支撑了风险资产和主权利差。"不 过，欧元可能仍将承压，特别是如果美联储保持更强硬的立场的话。 ...