【广发证券:维持美联储9月启动降息、年内降息2次左右、每次25bp的判断】 广发证券研报指出,美国8月非农数据公布当天,美联储理事沃勒和纽约联储主席威廉姆斯对未来货币政策给出关键指引。沃勒讲话总体偏鹰派,虽然他也提到若数据恶化会支持连续降息,但现阶段还是支持谨慎降息(cuts will be done carefully)。威廉姆斯在当日的外交关系委员会活动中提到,货币政策会逐步(over tim ...
In August, the U.S. stock market faced significant volatility as investors focused on the Federal Reserve's anticipated interest rate cuts and Nvidia's second-quarter earnings. By the month's end, all ...