鲍威尔为9月降息做铺垫;环球股市点评鲍威尔在Jackson Hole央行峰会上发言与我们此前预期相符,强调就业市场下行风险,延续7月议息会议中“关税通胀是一次性的”观点,为9月降息做铺垫。我们延续此前观点,预计美联储年内将连续降息三次,每次25基点。于货币政策框架调整,美联储放弃平均通胀目标制,回归灵活通胀目标制,且修改措辞强调关注“双向”就业市场风险。资产方面,我们认为鲍威尔鸽派发言后,美股市场...
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