Odaily星球日报讯 巴克莱私人银行首席市场策略师朱利安·拉法格表示，预计美联储将在 9 月份开启首次降息的大门。由于市场已经消化了 9 月份降息幅度略高于 25 个基点的预期，美联储可能会发现很难逆转这些预期。预计美联储将维持其依赖数据的说法，同时承认数据一直在朝着正确的方向发展，这可能证明未来几个月放松货币政策是合理的。（金十）

巴克莱：美联储9月降息预期难以逆转

Odaily Odaily News: Julien Lafarge, chief market strategist at Barclays Private Bank, said that the Federal Reserve is expected to open the door to its first interest rate cut in September. Since the market has already digested the expectation of a rate cut of slightly more than 25 basis points in September, the Federal Reserve may find it difficult to reverse these expectations. The Federal Reserve is expected to maintain its data-dependent statement while acknowledging that the data has been moving in the right direction, which may prove that it is reasonable to relax monetary policy in the coming months. (Jinshi)

Barclays: The expectation of a rate cut by the Federal Reserve in September is difficult to reverse.

Table of Contents
- The Federal Reserve's terminal interest rate in 2025 will drop to 3.25% - 3.5%
- The rise in the U.S. unemployment rate sounds the alarm for an economic recession
- Will the interest rate cut in September successfully achieve a soft landing?
The Federal Reserve will announce its interest rate decision at 2 a.m. Taiwan time on Thursday (8/1). The market generally expects that the July interest rate will remain unchanged in the range of 5.25% - 5.5% again. Nick Timiraos, a reporter for The Wall Street Journal, who is known as the "mouthpiece of the Federal Reserve", also wrote an article this week analyzing that officials are expected to...

Citigroup: The Federal Reserve will begin a series of 8 consecutive rate cuts starting in September, with a target interest rate of 3.25-3.5% by 2025.

Odaily Planet Daily Report: Triple Crown Digital crypto analyst and partner Noelle Acheson stated that Federal Reserve Chairman Jerome Powell is expected to make some "exciting remarks" on Wednesday and hint at a rate cut in September. This week, market observers expect the Federal Reserve to announce a rate cut in September at the Federal Open Market Committee, and expect other central banks such as the Bank of England and the Bank of Japan to make similar statements. (DLNews)

Triple Crown Digital partners: The Federal Reserve chairman is expected to make some "exciting remarks" this week.

David SOL, the CEO of Goldman Sachs, stated in an interview this Tuesday that the Federal Reserve may have one or two rate cuts later this year, which is different from his prediction two months ago that there would be no rate cuts in 2024. Two months ago, SOL said at an event at Boston College: "I still maintain the expectation of zero rate cuts this year. I believe we are prepared to handle more severe inflation."