Odaily星球日报讯 目前，美股显示出稳定和乐观的态势，市场对即将于周五举行的杰克逊霍尔经济研讨会上鲍威尔的讲话充满期待，高盛在其报告中概述了几个希望鲍威尔在研讨会上解决的关键问题。其中最重要的是，在讲话中展示对通胀前景的信心，预计鲍威尔将会提供比 7 月 FOMC 会议后的新闻发布会上更为鸽派的信息，美联储政策利率将很快下降。（金十）

高盛：预计美联储政策利率将很快下降，鲍威尔将更加鸽派

Odaily Odaily News: Currently, the US stock market shows a stable and optimistic trend. The market is looking forward to Powell&#39;s speech at the Jackson Hole Economic Symposium to be held on Friday. Goldman Sachs outlined several key issues in its report that it hopes Powell will address at the symposium. The most important of these is to show confidence in the inflation outlook in his speech. Powell is expected to provide more dovish information than the press conference after the July FOMC meeting, and the Fed&#39;s policy interest rate will soon fall. (Jinshi)

Goldman Sachs: Expect the Fed's policy rate to fall soon, Powell will be more dovish

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

Odaily Planet Daily Report: Ipek Ozkardeskaya, an analyst at Credit Suisse, stated that the US dollar fell as investors expect Federal Reserve Chairman Powell to clearly signal an impending rate cut at the Jackson Hole symposium on Friday, but the weakness seems to have gone too far. She said that the performance of the US economy is better than most other countries, and on this basis alone, the Federal Reserve has no reason to cut rates more aggressively than other central banks in the coming months. (Gold Ten)

Analysts: The dollar may have weakened too much

According to a report by Odaily, Deutsche Bank economists said that historical data shows that US bond yields may react to Federal Reserve Chairman Powell's speech at Jackson Hole on Friday, but the magnitude will only be 5 basis points. Nevertheless, the market "will still be looking for any clues on how the FOMC will handle the timing, pace and magnitude of future rate cuts, and any substantive signals could have a significant impact on the market." (Jinshi)