东北证券有色组核心观点金:鲍威尔在杰克逊霍尔会议上放鸽,继续看多:8/22晚鲍威尔在杰克逊霍尔会议表态鸽派,体现在两个方面,一方面,在美国经济的表述上,对就业表达了较强担忧,比如“…就业的下行风险正在上升。如果这些风险成为现实,它们可能会以大幅增加裁员和失业率上升的形式迅速实现…”,而对于通胀,鲍威尔认为基准情况还是关税将带来一次性冲击,目前长期通胀预期稳定,但后续还是会防范通胀及通胀预期持续上行...
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