Market Performance - On September 11, US stock indices closed higher, with the Dow Jones Industrial Average rising by 1.36%, the S&P 500 increasing by 0.85%, and the Nasdaq gaining 0.72%, all reaching historical highs [1][2][3] - The Dow Jones reached an intraday high of 46,137.2 points, closing at 46,108 points, marking the first time it closed above 46,000 [3] - The S&P 500 hit an intraday high of 6,592.89 points, closing at 6,587.47 points, while the Nasdaq reached an intraday high of 22,059.71 points, closing at 22,043.07 points [3] Technology Sector - The US Technology Seven Index rose by 0.62%, with notable individual stock performances including Tesla, which increased by over 6%, and Apple, which rose by over 1% [5] Chinese Stocks - Chinese stocks saw a general increase, with the Nasdaq Golden Dragon China Index rising by 2.89%. Key performers included Century Internet and GDS, both rising nearly 15%, and Alibaba, which increased by nearly 8% [8][10] Commodity Market - International precious metal futures showed mixed results, with COMEX gold futures down by 0.23% and COMEX silver futures up by 1.12% [11] - Gold futures closed at $3,673.4 per ounce, while silver futures closed at $42.065 per ounce [11][12] Economic Indicators - The US Labor Department reported that initial jobless claims rose to 263,000, marking the highest level since October 2021 [14] - The Consumer Price Index (CPI) for August increased by 2.9% year-on-year, up from 2.7% in July, with the core CPI rising by 3.1% [16]

Core Viewpoint - The Chicago Fed President Goolsbee has not yet decided whether to support a rate cut in September, indicating uncertainty in the economic outlook [1] Group 1: Employment and Economic Conditions - The growth rate of the employment population is significantly below the equilibrium level [1] - Immigration issues, particularly those related to border security, may lead to an "unnatural" decline in hiring [1] - There is a concern that if layoffs begin to occur, it could create anxiety in the labor market [1] Group 2: Inflation and Monetary Policy - The Fed is still considered to be in a state of full employment, but attention must also be paid to its responsibilities regarding inflation and price stability [1] - The independence of the Fed is deemed crucial if inflation is to be controlled [1] - A series of shocks are pushing the U.S. economy towards stagflation [1]

1、美联储主席鲍威尔是否会对9月份FOMC降息前景给出线索。 2、美联储决策者中，有多少人会对决议声明持异议。 3、美联储对美国经济的看法。 ...

美国10年期国债收益率跌超5.5个基点，在美联储理事鲍曼谈及FOMC降息前景之后刷新日低至4.32%下 方。 ...

Core Viewpoint - The Federal Reserve Chairman Powell indicated that there is low confidence in the projected interest rate paths and suggested that the economy may reach a critical point suitable for FOMC rate cuts [1] Group 1 - The Federal Reserve must maintain humility regarding its economic projections as outlined in the Summary of Economic Projections (SEP) [1] - The diversity of opinions within the Federal Open Market Committee (FOMC) is considered healthy [1] - Strong support was expressed for the FOMC decision made on June 18 [1] Group 2 - The differences in SEP expectations are expected to converge as more data becomes available [1]

Core Viewpoint - KPMG's Chief Economist Diane Swonk indicates that the impact of tariffs on inflation is expected to be temporary [1] Group 1: Economic Outlook - There may be a period of "deficit" in the U.S. economy before the FOMC decides to lower interest rates again [1] - The probability of an economic recession in the U.S. is estimated at 60% [1]

Core Viewpoint - The Federal Reserve's Kashkari indicates that the threshold for FOMC rate cuts remains high, highlighting concerns over tariffs potentially driving U.S. inflation [1] Economic Conditions - Dramatic changes in the economic landscape have been observed as of April 9 [1] - The latest developments may lead to a slight decrease in U.S. inflation [1] - Uncertainty in the economic environment raises the risk of a U.S. recession [1] Employment Market - Numerous companies are reportedly slowing down their hiring activities [1] - Tariffs are expected to impact the U.S. job market negatively while simultaneously increasing inflation [1]