Group 1 - The Federal Reserve's dovish stance at the Jackson Hole conference is interpreted as a clear signal for a potential interest rate cut in September [1][2] - The U.S. initial jobless claims rose to 235,000, marking the largest increase in nearly three months, indicating a weakening labor market [2] - The Federal Reserve's staff forecasts for real GDP growth from 2025 to 2027 remain consistent with previous predictions, despite concerns over weak consumer spending and adjusted population expectations [2] Group 2 - Key upcoming events include the release of the European Central Bank's July monetary policy meeting minutes and the U.S. second quarter real GDP revision [3] - The U.S. is imposing an additional 25% tariff on imports from India, raising the total tariff rate to 50% [3] - The U.S. core PCE price index for July and the final consumer sentiment index from the University of Michigan for August will be released [3]

每经编辑｜毕陆名 据新华财经6月6日消息，印度央行周五超预期降息50个基点并下调存款准备金率，为连续第三次降息，因温和的通胀 为政策制定者提供了支持经济增长的空间。目前，印度央行已在2025年降息100个基点。印度央行超预期降息，美元 兑印度卢比远期溢价下降。 印度央行行长Sanjay Malhotra称，过去六个月通胀已显著缓和，短期和中期前景增强了通胀持续性调整的信心，核 心、食品通胀料将保持温和。2026财年消费者价格指数预期为3.7%，低于之前预估的4%。为支持经济增长，提前实 施降息是必要的措施。 值得关注的是，印度央行将货币政策立场从宽松调整为"中性"。Resurgent India董事总经理Jyoti Prakash Gadia表 示："然而，降息的提前伴随着立场从'宽松'转变为中性，这意味着进一步的降息可能不会很快到来。印度央行将关注 经济增长、通胀的未来情景，这被认为是一个明智的步骤，可以在我们因未来可能的不确定性而失去机会之前，为早 期信贷和投资增长提供机会，使经济走上新的轨道。" 在灵活的通胀目标框架下，印度央行今年的通胀前景从4%下调至3.7%。最近的数据令人欣慰，表明价格稳定是触手 ...