9 月关键决议之前,“川普 2.0” 还有两大关口

Wallstreetcn
2025.08.08 00:55
portai
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The market currently has a very strong expectation for the Federal Reserve to cut interest rates by 25 basis points in September, and this expectation is crucial for whether the U.S. stock market can continue the upward trend of "Trump 2.0." There are two important data points that significantly influence the market's interest rate cut expectations: the U.S. CPI and the Federal Reserve's "Jackson Hole Annual Meeting." Can "Trump 2.0" continue on the path of "Trump 1.0"?

The market currently has a very strong expectation for the Federal Reserve to cut interest rates by 25 basis points in September. The expectation of a rate cut is crucial for whether the U.S. stock market can continue the upward trend of "Trump 2.0."

There are two important data points that significantly influence the market's expectation of a rate cut: the U.S. CPI and the Federal Reserve's "Jackson Hole Economic Symposium."

Can "Trump 2.0" continue on the path of "Trump 1.0"?