同一天稍早前，美联储纽约联储主席约翰·威廉姆斯表示，随着劳动力市场降温，，以将政策立场调整 至更接近中性水平。 威廉姆斯和米兰的讲话被市场解读为美联储内部又一个更明确的鸽派信号，为12月降息预期再添筹码。 更新中...... 特朗普钦点美联储理事米兰周五表示，隔夜公布的9月非农就业报告"明显偏向鸽派"，强化了美国劳动 力市场持续降温的证据。 他强调，当前美联储面临的数据确实有限，"但缺乏数据并不意味着我们没有预测"，政策制定仍可基于 趋势判断。米兰进一步透露政策倾向称，如果他的投票在下一次议息中具有决定性作用，"我会投票支 持降息25个基点"。 米兰指出，11月CPI数据的发布时间将落在12月FOMC会议之后，因此决策者在会议上将无法获得该数 据，这也意味着政策讨论将更多基于目前的劳动力与通胀趋势。 ...

Core Viewpoint - The employment report is disappointing, indicating potential softness in the labor market, which should be closely monitored [1] Group 1: Labor Market Insights - The labor market appears healthy and remains balanced, but there are expectations of continued softening [1] - The upcoming data before the September meeting will be crucial for policy decisions [1] Group 2: Inflation and Policy Decisions - There is a prediction that inflation will rise, necessitating a careful balance in policy-making responsibilities [1] - Confidence in the recent policy decisions made by the Federal Open Market Committee (FOMC) is expressed [1]

Core Viewpoint - The Governor of the Bank of Canada, Tiff Macklem, emphasized the importance of considering tariff risks when formulating monetary policy [1] Group 1 - The Bank of Canada is closely monitoring the impact of tariffs on the economy and inflation [1] - Macklem indicated that trade policies and international relations are critical factors influencing economic stability [1] - The central bank aims to balance interest rates while being aware of external trade risks [1]

Group 1 - The Governor of the Bank of England, Bailey, emphasized the importance of closely monitoring financial stability risks [1] - Multilateral institutions play a crucial role in effective policy-making [1]

Group 1 - The core viewpoint emphasizes that caution will be prioritized in policy-making by the European Central Bank [1] Group 2 - The statement reflects a careful approach to monetary policy amidst economic uncertainties [1] - The focus on caution suggests a potential slowdown in aggressive monetary policy changes [1] - This approach may influence market expectations regarding interest rates and economic growth [1]

Group 1 - The core viewpoint emphasizes that solid government statistics are beneficial for business development and should be a focus for policymakers [1]

Core Viewpoint - The Deputy Governor of the Bank of England, Ben Broadbent, emphasized the significant role of scenario analysis in policy-making [1] Group 1 - Scenario analysis is crucial for understanding potential economic outcomes and informing monetary policy decisions [1] - The Bank of England utilizes scenario analysis to assess the impact of various economic conditions on inflation and growth [1] - Broadbent highlighted that scenario analysis helps in preparing for unexpected economic shocks [1]

即使是短暂的贸易战也会引发不确定性。 欧洲央行管委Makhlouf：敏捷性和灵活性对政策制定者很重要。 ...