全球宏观评论 - 挖掘FOMC会议纪要-Global Macro Commentary-Mining the FOMC Minutes

August 20, 2025 11:05 PM GMT Global Macro Commentary | Global August 20: Mining the FOMC Minutes Potential changes to Fed leadership; July FOMC minutes slightly emphasize inflation risks; US equities extend tech-led sell-off; oil rises on geopolitical uncertainty; upside surprise in UK inflation; RBNZ and BI cut rates; DXY at 98.218 (-0.1%); US 10y at 4.293% (-1.6bp). Major Moves & Catalysts Global rates rally modestly, led by US Treasuries and UK gilts, as market participants remain focused on Friday's Jac ...