Odaily星球日报讯 嘉信理财首席固定收益策略师 Kathy Jones 表示，得到的信号非常明确，那就是美联储准备降息，对劳动力市场状况的担忧现在超过了通胀风险。在政策较为紧缩的情况下，有降息的空间。（金十）

嘉信理财：鲍威尔降息信号非常明确

Odaily Odaily News: Kathy Jones, chief fixed income strategist at Charles Schwab, said that the signal is very clear, that is, the Federal Reserve is ready to cut interest rates, and concerns about the labor market situation now exceed inflation risks. With a relatively tight policy, there is room for interest rate cuts. (Jinshi)

Charles Schwab: Powell's signal of rate cut is very clear

Odaily Planet Dai News: Federal Reserve's Collins stated that data will guide the pace of subsequent rate cuts, and it may soon be an appropriate time to start cutting rates. If the Federal Reserve is in different policy positions internally, then a gradual and orderly pace of rate cuts may be appropriate. (Jinshi)

Fed's Collins: It will be the right time to start cutting interest rates soon

Odaily reported that the Singapore-based cryptocurrency investment firm QCP Capital stated that the downward revision of the US non-farm payroll numbers overnight highlighted the weakness in the labor market, raising concerns about the Federal Reserve potentially delaying rate cuts, which triggered a sell-off. However, the minutes of the July Federal Open Market Committee (FOMC) meeting showed that some policymakers were willing to cut rates, signaling a more dovish stance aimed at balancing inflation and employment goals, which helped alleviate these concerns. This dovish tone boosted risk assets, pushing the Bitcoin price above $61,800, with strong buying pressure on Coinbase lasting until 4 am Singapore time. The aggressive buy orders on Coinbase (indicating domestic US demand) are a positive sign for the short-term trend. Now, the market's focus is on Federal Reserve Chair Powell's speech in Jackson Hole tomorrow, hoping to get more signals about rate cuts. Given the market's widespread expectations of rate cuts, unexpected economic data could have a significant impact on the market.

QCP Capital: The dovish tone in the Fed minutes boosted risk assets, and Powell's speech on Friday will be the next focus

The Jackson Hole Global Central Bank Annual Meeting will be held from August 22 to 24, and the global community is highly focused on the speech by the Chairman of the US Federal Reserve, Powell, on August 23. It is expected that he will deliver the speech at 10 AM Eastern Time (10 PM Taiwan time) on Friday. With the significant downward revision of the US non-farm employment figures, and the July Federal Reserve meeting minutes showing that most officials support a rate cut in September, Powell is expected to convey a dovish tone.

Evercore ISI recently estimated that Powell should hint at a flexible approach to rate cuts, with a 25-basis-point cut in September being the basic scenario, but he remains open to a 50-basis-point cut.