Odaily星球日报讯 Longbow Asset Management 分析师 Jake Dollarhide 表示：美联储不会在 8 月份降息，这是这个星球上保守得最糟糕的秘密。美联储将在 9 月份宣布降息 25 或 50 个基点，但如果这已经反映在股市中，我不会感到惊讶。我们可能会在美联储 9 月份降息的那一天看到市场大幅下跌。（金十）

Odaily星球日报讯  Longbow Asset Management 分析师 Jake Dollarhide 表示：美联储不会在 8 月份降息，这是这个星球上保守得最糟糕的秘密。美联储将在 9 月份宣布降息 25 或 50 个基点，但如果这已经反映在股市中，我不会感到惊讶。我们可能会在美联储 9 月份降息的那一天看到市场大幅下跌。（金十）

分析师：美联储9月降息时美股市场或大跌

Odaily Planet Daily Report: Longing Asset Management analyst Jake Dollarhide stated: The Federal Reserve will not cut interest rates in August, which is the most conservative secret on this planet. The Federal Reserve will announce a 25 or 50 basis point rate cut in September, but I will not be surprised if this has already been reflected in the stock market. We may see a significant market decline on the day the Federal Reserve cuts interest rates in September. (Gold Ten)

Odaily Odaily News: Longbow Asset Management analyst Jake Dollarhide said: The Fed will not cut interest rates in August, which is the worst kept secret on the planet. The Fed will announce a 25 or 50 basis point rate cut in September, but I would not be surprised if this is already reflected in the stock market. We may see a sharp drop in the market on the day the Fed cuts interest rates in September. (Jinshi)

Analysts: US stocks may plummet if the Federal Reserve cuts interest rates in September.

Odaily Planet Daily reported that PGIM's Chief U.S. Economist Porcelli stated that due to the slowdown in cyclical hiring over the past few months, the U.S. has shifted its focus from inflation to a loosening labor market, allowing the Federal Reserve to begin cutting interest rates in September. It is expected that the Federal Reserve will announce an interest rate cut at tonight's meeting. Another rate cut is likely at the December meeting, and the possibility of a November rate cut cannot be ignored. It is expected that the Federal Reserve will cumulatively cut interest rates by about 150 basis points by the end of 2025. (Gold Ten)

PGIM: The Federal Reserve is expected to cumulatively cut interest rates by about 150 basis points by the end of 2025.

According to a report by DWS economist Ulrike Kastens, the eurozone inflation data indicates that the European Central Bank's 2% inflation target is unlikely to be achieved anytime soon. She stated that the high wages in the service sector suggest that prices will continue to rise, and the inflation rate will continue to fluctuate in the coming months. However, this is unlikely to change the European Central Bank's future monetary policy, especially given that the weakness of the European economy is expected to exceed the European Central Bank's expectations. She expects the European Central Bank to cut interest rates again in September. As long as it is possible to achieve the inflation target in the medium term, the European Central Bank should continue to prepare for further adjustments to its monetary policy.

DWS economists: The European Central Bank is expected to cut interest rates again in September.

Odaily Planet Daily Report: The Federal Reserve will announce its interest rate decision at 2 AM Beijing time on August 1. As of the time of writing, according to CME "Fed Watch" data, the probability of the Federal Reserve keeping interest rates unchanged in August is 96.9%, and the probability of a 25 basis point rate cut is 3.1%.