日本央行议息会议
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本周,全球金融市场迎来“超级央行周”
Sou Hu Cai Jing· 2025-09-15 00:16
Group 1: U.S. Economic Indicators and Market Reactions - The unexpected lower-than-expected U.S. inflation data for August and ongoing weak employment figures have strengthened market expectations for an imminent interest rate cut by the Federal Reserve [1] - Major U.S. stock indices collectively rose last week, with the Dow Jones increasing by 0.95%, the S&P 500 rising by 1.59%, and the Nasdaq up by 2.03% [1] Group 2: Oil Market Dynamics - International oil prices increased last week due to geopolitical tensions, including Israel's attack on Hamas and Russian drones entering Polish airspace, raising concerns about potential supply risks in the Middle East and Eastern Europe [2] - New York oil prices rose by 1.33%, while Brent crude prices increased by 2.27% [2] Group 3: Gold Market Performance - International gold prices saw a cumulative increase of 0.91% last week, supported by ongoing expectations of a rate cut by the Federal Reserve, with three trading days reaching historical closing highs [3] Group 4: Central Bank Decisions - The upcoming "Super Central Bank Week" will see major central banks, including the Federal Reserve, Bank of England, and Bank of Japan, announce their latest interest rate decisions, with diverging monetary policy directions expected [4][5] - The Federal Reserve is anticipated to announce a 25 basis point rate cut, influenced by signs of a weak labor market and inflation rebound [4] - The Bank of England faces a dilemma between maintaining rates to observe inflation trends or cutting rates to stimulate the economy, with expectations leaning towards keeping rates unchanged [4] - The Bank of Japan is likely to maintain its current interest rate, but there remains a possibility of a rate hike later this year, depending on inflation outlook statements from the central bank [5]