O presidente do Reserva Federal (FED), Powell, disse na terça-feira que membros do Congresso lhe disseram em particular que, apesar das acusações de Trump de que Powell e A Reserva Federal (FED) não cortaram as taxas de juros, A Reserva Federal (FED) "fez a coisa certa" sobre Taxa de juros, testemunhando perante o Comitê Financeiro do Serviço da Câmara, Powell foi questionado se ouviu de fontes "bipartidárias" que a taxa de juros deveria cair.

A Golden Finance report states that Bo Stick, of the Federal Reserve, expects the Fed to cut interest rates twice this year. Many things could happen in the future, leading to an increase or decrease in the rate cut. The current ReferênciaTaxa de juros is in a moderately tight state compared to the neutral Taxa de juros of 3%-3.5%. Due to upcoming policy changes, the economic slowdown is a major focus, but businesses anticipate a stable year in 2025. So far, the economy continues to show resilience.

A Golden Finance report indicates that Jefferson, vice-chair of the Federal Reserve, mentioned that a política monetária still remains restrictive. The U.S. economy is performing quite strongly; the U.S. labor market is stable, inflation has slowed down but remains high, and the path to return to the 2% inflation target may be bumpy; the Federal Reserve may wait when considering the next step in política monetária; the Federal Reserve's rate cut is actually lowering the borrowing costs in Gota.

A Golden Finance report indicates that Barclays analysts still expect the Fed to cut interest rates once this year. They stated in a client report, "Currently, the risk tends to be that the Fed will not cut interest rates this year. We to some extent attach more importance to the discussion of raising interest rates in non-benchmark scenarios." (Jinshi)

O Gold Finance reported that even if the government's efficiency department cut $1 trillion in spending, it would be difficult to judge how it would affect the economy, according to Fed Chairman Powell.

A Golden Finance report, a Reuters survey showed that 57 of the 99 economists believe that the Federal Reserve will cut interest rates once or twice this year (56 of the 102 economists in the January survey expected this). 27 of the 46 economists said that the inflation risk brought by tariffs has recently risen, 17 said it has not changed, and 2 said it has decreased. (Xinhua)

De acordo com o Arstechnica, um conhecido meio de comunicação tecnológica dos Estados Unidos, a Boeing (BA.N), principal contratante do Sistema de Lançamento Espacial (SLS) dos EUA, está se preparando para a possibilidade de cancelamento do projeto. A Boeing planeja reduzir sua equipe de aproximadamente 400 posições no sistema de lançamento espacial até abril de 2025.

A Golden Finance report said that, according to the CME 'Fed Watch', the probability of the Fed maintaining the interest rate unchanged in March is 85.5%, the probability of a 25 basis point interest rate cut is 14.5%. The probability of maintaining the current interest rate unchanged in May is 61.1%, the cumulative probability of a 25 basis point interest rate cut is 34.7%, and the cumulative probability of a 50 basis point interest rate cut is 4.1%.

Odaily Planet Daily News, Vice President Jefferson of the Federal Reserve, said that even if interest rates were cut by 100

A Golden Finance report stated that US Treasury Secretary Besent emphasized that he and Trump are focusing on the 10-year US Treasury yield, which rose significantly after the Fed cut interest rates. Besent stated that Trump did not call for a drop in interest rates by the Fed.

A Golden Finance report stated that Bostonic of the Federal Reserve is ready to wait for a while and then cut interest rates.

A Golden Finance report stated that European Banco Central board member Villeroy said that we may further cut interest rates. (Jinshi)

A Golden Finance report stated that Goldman Sachs said it still expects the Federal Reserve to cut interest rates by 25 basis points next week and will cut rates at every remaining meeting this year (in November and December).

Odaily Planet Daily News: William Dudley, former President of the New York Federal Reserve, said that the Fed needs to cut interest rates by 50 basis points in September.

A Golden Finance report states that the probability of the Federal Reserve cutting interest rates by 50 basis points in September is about 55%, while the probability of a 25 basis point cut is 45%.

Odaily Planet Daily News According to OTC Capital CEO Brian Dixon, the volatility of the BTC market may continue in the event of an expected interest rate cut. He expects the market to remain volatile, despite the possible key role of institutional investment and ETFs in shaping market stability. (TheBlock)

A presidente do Federal Reserve de São Francisco acredita que é hora de o Fed começar a cortar as taxas, já que o mercado de trabalho atingiu o equilíbrio total. Ela enfatizou a necessidade de o Fed reduzir a taxa de inflação para a meta de 2%, ao mesmo tempo em que evita políticas restritivas que prejudiquem o mercado de trabalho.

A Daneske Bank analyst from the Golden Ten Data News on August 26th stated that the US dollar encountered descartar last week due to the signal of the Federal Reserve Chairman Powell's imminent interest rate cut, and is now close to the level at which investors may consider buying. The US dollar is unlikely to remain weak for long, as the 100 basis point rate cut by the Federal Reserve this year is too high. The analyst said that although we acknowledge that the US dollar may soften further in the near future, especially as the Federal Reserve and the European Central Banco Central are about to lower interest rates, and positive risk sentiment continues to exist, we believe that the conditions for the US dollar to continue to weaken have not yet fully materialized.

O relatório de pesquisa da Galaxy Securities afirma que a economia dos Estados Unidos ainda tem resiliência a curto prazo e não há necessidade de um corte de 50BP de uma só vez. Em vez disso, seria apropriado para o Fed cortar as taxas 2 a 3 vezes, totalizando 50-75BP. O mercado ainda está focado principalmente em "negociações de corte de taxas", e os rendimentos dos títulos do Tesouro dos EUA e o índice do dólar ainda recebem suporte. Com o Fed direcionando sua atenção para o mercado de trabalho, o mercado pode passar por uma fase de substituição intermitente.

Após o presidente do Federal Reserve, Jerome Powell, confirmar as expectativas de um corte de juros no próximo mês, o dólar teve uma grande queda, com o índice do dólar Bloomberg caindo 1% para o nível mais baixo desde janeiro deste ano, enquanto as principais moedas globais se recuperam. Analistas preveem uma alta probabilidade de corte de juros.

A Golden Finance report stated that the probability of a 50 basis point rate cut by the Federal Reserve in September, as estimated by interest rate futures traders, is about 33%, which has increased compared to before Powell's speech.

O presidente do Fed de Atlanta, Bostic, afirmou em entrevista à CNBC que os dados mostram uma desaceleração da inflação e do mercado de trabalho, o que pode exigir mais de um corte nas taxas de juros até o final do ano. Ele acredita que pode ser apropriado tomar a medida de reduzir as taxas de juros pela primeira vez antecipadamente, uma vez que a desaceleração da inflação excedeu suas expectativas. "Isso é possível." O mercado geralmente espera que o Fed comece a cortar as taxas em sua reunião de setembro.

A Golden Finance report discussed hot topics such as the prospects of the US economy, the interest rate path of the Federal Reserve, the US election, and 'Black Monday' with former St. Louis Fed President Brad. He believes that it is possible to cut interest rates by 25 basis points at each meeting, and there will be a total of 75 basis points cut from now until December.

O presidente do Federal Reserve Bank de Kansas City, Schmiedt, afirmou que é necessário aguardar mais dados econômicos antes de considerar a redução da taxa de juros e acredita que o Federal Reserve deve ser paciente. Ele acredita que as decisões devem ser tomadas com cautela para evitar problemas como o ressurgimento da demanda. Em relação aos dados revisados ​​do relatório de empregos divulgados ontem, ele acredita que isso não muda realmente sua política monetária.

O Golden Finance reported that the minutes of the Federal Reserve meeting showed that "several" members saw reasons for rate cuts at the July meeting; "the vast majority of members" believed that a rate cut in September might be appropriate.

A Golden Finance report states that Federal Reserve Board member Bauman reiterated that a rate cut would be appropriate if inflation continues to slow; there has been some progress in inflation in the Gota recently, but the inflation level remains uncomfortably above the committee's 2% target; despite the rise in unemployment, it remains at historically low levels; still believe that there is a risk of upward pressure on inflation.

De acordo com Claus Vistesen da Pantheon Macroeconomics, a inflação na área do euro deverá abrandar no futuro, o que permitirá ao Banco Central Europeu reduzir as taxas de juro novamente em setembro. Os dados de terça-feira mostraram que a taxa de inflação ao consumidor na área do euro aumentou 2,6% no mês passado, um aumento ligeiramente superior ao mês anterior, principalmente devido ao efeito base dos preços da energia. No entanto, Vistesen afirmou que a inflação energética deverá abrandar nos próximos meses, aproximando-se assim da meta de 2% do Banco Central Europeu, o que "deverá ajudar na redução das taxas de juro em setembro."

Odaily Planet Daily News According to Reuters' survey: 38 economists expect that the Banco Central of Korea will maintain the reference interest rate at 3.50% on August 22nd, and will cut the reference interest rate by 25 basis points to 3.25% in the fourth quarter, the same as the results of the survey in July. (FXStreet)

Odaily Daily Planet News, Morgan Stanley predicts that the Fed will cut interest rates by 25 basis points in consecutive meetings, and Fed Chairman Powell will elaborate on the Fed's medium-term strategy, especially the continued anti-inflationary implications, meaning the Fed can focus on maintaining economic expansion. Powell may point out that even after the rate cut, the policy will still be tight. (IG)

Odaily Daily Planet News, Chief Economist Adrian of Allianz wrote that Powell will face challenges at Jackson Hole this week. He needs to seize this golden opportunity to re-establish the effectiveness of his forward policy guidance, otherwise it may further damage the effectiveness and reputation of his policy. Some well-known Wall Street analysts and financial observers are calling on the Fed to implement an emergency inter-meeting rate cut immediately, which is unnecessary and may even be harmful. (金十)

Goldman Sachs recommends shorting the Swiss franc against the pound, as the Swiss Central Bank may intervene to prevent a rapid increase in the Swiss currency. At the same time, Goldman Sachs forex strategist recommends going long on the pound against the Swiss franc, with a target of 1.16 and a stop loss of 1.10. The Swiss Central Bank may have already intervened to curb the rapid increase of the Swiss currency. In the current situation where the Federal Reserve may need to cut interest rates faster and more aggressively to stabilize the economy, decision-makers in Switzerland and Japan may need to adjust policy strategies to counter the impact of the appreciation of safe-haven currencies.

A Golden Finance report shows that the market price of the swap indicates that the Fed's interest rate cut in 2024 will be less than 100 basis points.

De acordo com o banco Holandês ING, a perspectiva de corte de juros pelo Fed e desaceleração econômica nos EUA são suporte para o euro, e o mercado de Opções tem mostrado um aumento na demanda por apostas de valorização do euro. O analista Chris Turner afirmou em um relatório que, pela primeira vez desde 2022, as Opções de compra do euro ultrapassaram as Opções de venda. As Opções de compra indicam expectativa de valorização da moeda, enquanto as Opções de venda indicam aposta na desvalorização. Turner afirmou que, apesar das perspectivas de ajuste fiscal na Europa e de uma possível ampliação das diferenças nos juros da dívida soberana em setembro, a visão de curto prazo é de um euro em alta.

Os futuros da taxa de juros do Reino Unido mostram que, após a divulgação dos dados de inflação do Reino Unido, a probabilidade de o Banco Central do Reino Unido reduzir as taxas de juros em 25 pontos base em setembro é de cerca de 47%, acima dos 36% anteriores. Os traders agora precificam totalmente que o Banco Central do Reino Unido reduzirá as taxas de juros mais duas vezes este ano, 25 pontos base cada vez.

A Golden Finance report, Rick Rieder, chief investment officer of BlackRock, said he expects the Fed to cut interest rates at its September meeting.

Odaily Planet Daily News According to UBS Global Wealth Management, the pound against the US dollar GBP/USD may strengthen in the remaining time of this year, as the Fed's interest rate cut may exceed Banco Central's in the UK. UBS analysts stated in the report: "Our latest view is that the Fed will cut interest rates by 100 basis points before the end of the year, while Banco Central in the UK will only cut by 50 basis points during the same period, so the fixed income investment flow will increasingly favor the pound/US dollar to rise." They said that the pound/US dollar may rise to 1.30 before the end of the year. (Fx678)

A Golden Finance report states that, according to the CME 'FedWatch', the probability of a 25 basis point rate cut by the Fed in September is 17%, while the probability of a 50 basis point rate cut is 83%. The probability of a cumulative 75 basis point rate cut by the Fed until November is 7.4%, while the probability of a cumulative 100 basis point rate cut is 45.8%, and the probability of a cumulative 125 basis point rate cut is 46.8%.

Christian Subbe, Chief Investment Officer of HQ Trust, stated that it is expected that the Federal Reserve will not cut interest rates before the September meeting, but officials' comments may become more dovish and help calm the market. He said that weak data does not necessarily indicate an economic hard landing, and if necessary, the Federal Reserve has enough room to further cut interest rates. It is expected that the Central Bank of Japan will also take measures to stabilize the market.

A Golden Finance report suggests that there is a 60% chance that the Federal Reserve will cut interest rates by 25 basis points within a week.

A Golden Finance report shows that the market trend indicates that the probability of a 50 basis point interest rate cut by the Federal Fund Taxa de juros futures in September is 89%.

Goldman Sachs has raised the probability of a US economic recession in the next year to 25%, but still believes that the risk of recession is limited, the overall US economy is good, and the Federal Reserve has a lot of room for interest rate cuts. Goldman Sachs expects the Federal Reserve to cut interest rates by 25 basis points in September, November, and December respectively.

A Golden Finance report stated that, according to TD Securities, it is currently expected that the Fed will cut interest rates by 75 basis points in 2024, with reductions of 25 basis points in September, November, and December.

Odaily Daily Planet News According to Gursby, a 2025 FOMC voter and Chicago Fed president, Fed policymakers are expected to cut interest rates multiple times in the coming year, which is not a secret. When conditions allow for a rate cut, it usually won't happen just once. (Golden Ten)

1. Goldman Sachs: A expectativa de um corte de juros de 25 pontos base pelo Fed este ano foi aumentada para três vezes, e não se descarta um corte de 50 pontos base em setembro. 2. Citigroup: O Fed cortará os juros em setembro, novembro e dezembro em 50/50/25 pontos base, em comparação com a expectativa anterior de 25 pontos base. 3. Bank of America: Antecipa-se que o Fed começará a cortar os juros em 25 pontos base em setembro, em vez de dezembro como previamente esperado. 4. JPMorgan Chase: Prevê-se que o Fed reduzirá os juros em 50 pontos base em setembro e novembro, seguido de cortes de 25 pontos base em cada reunião subsequente.

Seema Shah, Chief Global Strategist at Trust Security Global Investment, said that the slowdown in the US labor market is now more evident. The rise in labor participation rate is certainly good news, as it diminishes the recession signal triggered by the Sam rule. Nevertheless, the interest rate cut in September is a certainty, and the Fed will hope that they won't be slow to act again.

A Golden Finance report, according to the CME 'Fed Watch', the probability of a 25 basis point rate cut by the Fed in September is 78%, and the probability of a 50 basis point rate cut is 22%. The probability of a cumulative 50 basis point rate cut by the Fed by November is 29.1%, the probability of a cumulative 75 basis point rate cut is 57.1%, and the probability of a cumulative 100 basis point rate cut is 13.8%.

O Banco Central do Reino Unido está prestes a anunciar sua decisão de reduzir as Taxas de juros, com opiniões divergentes entre os analistas. Instituições como JPMorgan Chase, Deutsche Bank, Bank of America, entre outras, acreditam que o Banco Central provavelmente reduzirá as Taxas de juros em 25 pontos base com um voto de 5 a 4, mas o risco de a redução ser menor do que o esperado pelo mercado está aumentando; enquanto o Banco Shengbao acredita que o Banco Central manterá as Taxas de juros inalteradas. Outras instituições, como o ING International e o Banco de Investimento e Desenvolvimento da Holanda, tendem a apoiar a redução de 25 pontos base.

A Golden Finance report stated that Federal Reserve Chairman Powell said that a rate cut may be discussed at the September meeting; the Federal Reserve is getting closer to a rate cut; it is widely believed that the Federal Reserve is getting closer to a rate cut, but it has not reached that point yet; the Federal Reserve will continue to receive a large amount of data until the September FOMC monetary policy meeting.