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#九月降息预期#
📊 September Interest Rate Cut Forecast Analysis
According to the latest market data, the probability of the Federal Reserve lowering interest rates in September is extremely high!💪
🎯 Core Data:
Probability of a 25 basis point rate cut in September: 90.7%
A Bank of America survey shows that 78% of respondents expect interest rates to decline in the next 12 months.
📈 Key Catalysts:
The US July CPI data will be released at 20:30 tonight.
Rabobank predicts: Core CPI month-on-month at 0.3% will provide room for interest rate cuts.
The Federal Reserve officials' stance has shifted to dovish.
⚠️ Divergent views:
A report from a U.S. bank opposes a rate cut in September, believing that inflation remains above the 2% target and that the impact of tariffs continues.
🚀 Investment Opportunity:
Emerging market currencies benefit from expectations of a weaker US dollar
Bitcoin ETF continues to see a net inflow of $179 million
Gold remains strong, UBS target $3500
💡 Trading Strategy:
Pay attention to tonight's CPI data; if it meets expectations, it will further confirm the rate cut path. It is recommended to allocate risk assets that benefit from loose policies 🎯