Odaily星球日报讯 据美联储发布的会议纪要显示，委员们认为，通胀上行的风险已经降低，“几位”委员在 7 月会议上看到了降息的理由，且绝大多数成员认为 9 月降息可能是合适的。（金十）

美联储会议纪要：绝大多数成员认为9月降息可能是合适的

According to the minutes of the meeting released by the Federal Odaily, the members believed that the risk of inflation has been reduced, &quot;several&quot; members saw reasons for a rate cut at the July meeting, and the vast majority of members believed that a rate cut in September might be appropriate. (Jinshi)

Fed meeting minutes: The vast majority of members believe that a September rate cut may be appropriate

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

Odaily reports that Kai Investment Macro believes the US dollar may further decline in the coming years, as the valuation of the US dollar is still relatively high and faces adverse interest rate differentials and reduced demand for safe-haven assets. Economist Shivaan Tandon said in the report that the Federal Reserve's rate cuts may exceed those of other countries, meaning that the interest rate differential may continue to be unfavorable for the United States. "We also expect risk appetite to remain strong, which means the US dollar will continue to be under pressure." Although there are concerns about an economic recession, the US economy appears to be heading for a soft landing. Kai Investment Macro forecasts that the DXY US dollar index will fall to 98 by the end of 2025.

Economist Shivaan Tandon: The Fed may cut interest rates more than other countries

Odaily Planet Daily reports that Wall Street forecasts a significant downward revision in employment growth. It is estimated that job positions will be revised down by 600,000 to a record 1 million. Assuming Wall Street is correct, this conclusion would indicate that the labor market is not as strong as it appears, and its cooling pace is much faster than expected. Economists say that if the data is revised down significantly enough, this could prompt the Federal Reserve to make a larger rate cut in September than Wall Street currently expects, and potentially lead to faster rate cuts in the coming months.