市場前瞻:美聯儲 7 月會議紀要料將顯示降息議題的辯論深度

JIN10
2024.08.21 10:37
portai
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Market outlook indicates that the minutes of the Federal Reserve's July meeting are expected to reveal a thorough discussion on the interest rate cut issue. Some Federal Reserve officials are hoping to discuss a rate cut at last month's policy meeting. The specifics of who holds this view and whether they believe a rate cut in September is preferable will be clarified by tonight's released meeting minutes. Meanwhile, LH Meyer analysts are focusing on the debate surrounding the July rate cut, assessing the internal support within the Federal Reserve and the impact of a rate cut on the slowing labor market

According to foreign media analysis on August 21st, Jinshi Data reported that although the current focus is on the Fed's rate cut in September, at least some Fed officials are eager to debate this issue at last month's policy meeting. The number of people in this camp, as well as whether other decision-makers also believe that the Fed's September rate meeting is the preferred starting point for rate cuts, will be clarified in the minutes of the July meeting to be released tonight. The LH Meyer analyst team wrote that the debate on starting rate cuts in July (or cutting rates by more than 25 basis points in September) will be closely watched to assess the strength of internal support for rate cuts within the Fed. More importantly, it will evaluate the sensitivity of the rate cut pace, including the size of the rate cut in September, to the slowdown in the labor market