美联储古尔斯比：制定政策时不应该考虑政府融资成本。 来源：滚动播报 ...

Core Viewpoint - The recent non-farm payroll report for September indicates a clear dovish trend, suggesting a continued cooling in the U.S. labor market, which may influence future Federal Reserve policy decisions [1] Group 1: Federal Reserve Insights - Federal Reserve Governor Michelle Bowman stated that the current data is limited, but predictions can still be made based on trends, indicating a potential for policy adjustments [1] - Bowman expressed support for a 25 basis point rate cut if her vote is decisive in the next meeting, highlighting a shift towards a more accommodative monetary policy [1] - New York Fed President John Williams noted that as the labor market cools, the policy stance should be adjusted closer to neutral, reinforcing the dovish sentiment within the Fed [1] Group 2: Market Reactions - The remarks from both Bowman and Williams have been interpreted by the market as a stronger dovish signal from the Federal Reserve, increasing expectations for a rate cut in December [1]

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]

Group 1 - The core viewpoint emphasizes the importance of agility and flexibility for policymakers in the context of economic uncertainty [1] - Short-term trade wars can lead to increased uncertainty in the economic environment [1]