高盛：将未来12个月的欧洲斯托克600指数目标从615点上调至625点。 本文源自：金融界AI电报 ...

Core Viewpoint - Federal Reserve Chairman Jerome Powell has opened the door for potential interest rate cuts as early as next month, indicating a shift in economic outlook due to a possible significant slowdown in the labor market and concerns over inflation driven by tariffs [1][2][4]. Economic Outlook - Powell noted that the balance of risks is changing, with the labor market showing signs of weakness, which could lead to increased layoffs and rising unemployment rates [1][3]. - The Fed has maintained interest rates steady this year, citing a robust labor market and uncertainty regarding inflation risks from tariffs [1][2]. Inflation Concerns - Powell emphasized that the impact of tariffs on consumer prices is becoming clearer and is expected to accumulate in the coming months, raising questions about whether these price increases will lead to persistent inflation risks [2][4]. - He expressed greater confidence that the inflationary effects of tariffs may be temporary, but warned that rising costs could lead to a wage-price spiral if workers successfully negotiate higher wages [2][3]. Market Reactions - Following Powell's speech, traders increased bets on a rate cut in September, with the probability now exceeding 90%, up from about 75% before his remarks [5]. - U.S. stock indices rose over 1%, with the Dow Jones reaching a new historical high, while the dollar index fell below 98 [5]. Analyst Insights - Analysts believe Powell's dovish stance indicates readiness for a rate cut in September, driven by labor market weaknesses rather than tariff-induced price increases [7][8]. - Powell's commitment to data-driven policy decisions reflects a response to political pressures, emphasizing that monetary policy will not follow a predetermined path [8].

智通财经5月14日电，高盛将未来12个月欧洲斯托克600指数的目标从520点上调至570点。 ...

高盛：将未来12个月欧洲斯托克600指数的目标从520点上调至570点。 ...