美股“降息交易”
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每日机构分析:8月18日
Xin Hua Cai Jing· 2025-08-18 13:35
Group 1 - Deutsche Bank analysts predict that the Russian ruble may weaken over the next year due to the bleak prospects for resolving the Russia-Ukraine conflict, with the Russian economy facing declines in exports and imports, as well as reduced oil and gas revenues [1] - The Jackson Hole symposium is highlighted as a key event, with ANZ economists suggesting that Fed Chair Powell may adopt a more cautious tone compared to last year, especially after stronger-than-expected July service and producer price data raised inflation concerns [1][2] - Tickmill Group anticipates that the upcoming Jackson Hole symposium will be crucial for market direction, although differing opinions from Trump and Bessent may add noise to the discussions [2] Group 2 - Convera strategists indicate that if UK inflation data exceeds expectations, the GBP/USD may break through the key resistance level of 1.36, driven by persistent high service sector inflation and private sector wage growth around 5% [3] - Moody's forecasts that the Reserve Bank of New Zealand is likely to cut the official cash rate by 25 basis points to 3% this week, citing ongoing concerns about domestic economic weakness and global growth prospects [3]