Odaily星球日报讯 瑞讯银行分析师 Ipek Ozkardeskaya 表示，由于投资者预计美联储主席鲍威尔将在周五举行的杰克逊霍尔研讨会上明确发出即将降息的信号，美元下跌，但疲软似乎过头了。她说，美国经济的表现好于大多数其他国家，仅凭这一点，美联储在未来几个月就没有理由比其他央行更大幅度地降息。（金十）

分析师：美元或已过度疲软

Odaily Odaily News: Swissquote Bank analyst Ipek Ozkardeskaya said the dollar fell as investors expected Fed Chairman Powell to clearly signal an upcoming rate cut at the Jackson Hole Symposium on Friday, but the weakness seemed excessive. She said the U.S. economy is performing better than most other countries, and based on this alone, the Fed has no reason to cut interest rates more significantly than other central banks in the coming months. (Jinshi)

Analysts: The dollar may have weakened too much

Odaily Planet Daily Report: As the market's expectation for the Federal Reserve's rate cut next month has become increasingly high, the Federal Reserve is very likely to fulfill this expectation. Wall Street tycoon Peter Schiff stated that a rate cut will be seen in September, the main reason being that the market is now expecting a rate cut in September. This is the reason why the US stock market rebounded after being sold off on Monday. Since the market has already factored in the possibility of a rate cut in September, Powell has no reason not to fulfill it, as he always meets market expectations and does not want to cause any surprises in the market. (Gold Ten)

Peter Schiff: The market is now counting on a rate cut in September, and Powell has no reason not to deliver

Some Federal Reserve observers expect Powell will not make specific predictions for September, but will instead remind everyone that the Federal Reserve is now focusing more on employment issues, as the job market is weakening. The Federal Reserve has a dual mandate to maintain price stability and full employment. With the rise in the unemployment rate, the latter has become increasingly important and has put greater pressure on the Federal Reserve to take action. In July, the U.S. unemployment rate rose to 4.3%, the highest level since October 2021. Wilmington Trust bond portfolio manager Luke Tilley expects Powell will discuss the natural rate of interest, also known as the "neutral rate," which helps the Federal Reserve understand the actual constraints on its monetary policy.

Fed watchers don't expect Powell to make specific September forecasts

Former Chicago Fed President Evans said that Powell said the labor market is normalizing, wage growth is slowing, job vacancies remain healthy, and the unemployment rate is broadly consistent with policymakers' view of the Fed's 2% inflation target. If that were all, it would be good news. But history is not optimistic. As things stand, this does not appear to be the case, but it may only take one or two weak employment reports for aggressive rate cuts to be needed to counter the steadily rising unemployment rate. The longer the wait, the harder the actual adjustment will be. (Gold Ten)