美果Lucas
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美果Lucas
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September 04 20:30 — August Non-Farm Payrolls Change
September 11 20:30 — August CPI Data
September 17 02:00 — Interest Rate Decision, Press Conference, Economic Projections
On the evening of August 28, Waller delivered a hawkish speech at Jackson Hole:
1. The 2% inflation target will never be compromised.
2. Although recent CPI and PCE data have improved slightly, it does not amount to a material improvement in the underlying inflation trend—so we should not let our guard down.
3. Acknowledge that inflation has been above target for 65 consecutive months in the past; the responsibility lies with the Federal Reserve itself, and it needs to repair the central bank’s credibility.
4. No forward guidance on interest rates—do not give the market commitments about future rate hikes in advance, a timetable for rate cuts, or anything similar; policy will be decided entirely based on the latest economic data as they come out.
5. Assess that the current economy and employment remain very resilient; overall financial conditions are relatively loose and have not produced an effect in curbing inflation—there is no reason to loosen monetary policy too early.
After the speech, market participants generally expect the probability of a rate hike in September to rise from 35% to 68%. Based on this shift, the following time points should be closely watched:
September 04 20:30 — August Non-Farm Payrolls Change
September 11 20:30 — August CPI Data
September 17 02:00 — Interest Rate Decision, Press Conference, Economic Projections
#MichaelSaylor暗示增持BTC #沃什称通胀是美联储首要关注
September 11 20:30 — August CPI Data
September 17 02:00 — Interest Rate Decision, Press Conference, Economic Projections
On the evening of August 28, Waller delivered a hawkish speech at Jackson Hole:
1. The 2% inflation target will never be compromised.
2. Although recent CPI and PCE data have improved slightly, it does not amount to a material improvement in the underlying inflation trend—so we should not let our guard down.
3. Acknowledge that inflation has been above target for 65 consecutive months in the past; the responsibility lies with the Federal Reserve itself, and it needs to repair the central bank’s credibility.
4. No forward guidance on interest rates—do not give the market commitments about future rate hikes in advance, a timetable for rate cuts, or anything similar; policy will be decided entirely based on the latest economic data as they come out.
5. Assess that the current economy and employment remain very resilient; overall financial conditions are relatively loose and have not produced an effect in curbing inflation—there is no reason to loosen monetary policy too early.
After the speech, market participants generally expect the probability of a rate hike in September to rise from 35% to 68%. Based on this shift, the following time points should be closely watched:
September 04 20:30 — August Non-Farm Payrolls Change
September 11 20:30 — August CPI Data
September 17 02:00 — Interest Rate Decision, Press Conference, Economic Projections
#MichaelSaylor暗示增持BTC #沃什称通胀是美联储首要关注
Life is like rolling a snowball; what matters is finding very moist snow and a long, steep slope. Life is akin to rolling a snowball.What matters is to find moist snow and an endlessly long slope.
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