USA's July PCE inflation rose moderately, paving the way for a rate cut next month.

①In July, the overall PCE price index increased by 2.5% year-on-year, with an expected 2.6%; the month-on-month increase was 0.2%, in line with expectations. ② The impact of this report may be insignificant, but it does confirm what Fed Chairman Powell said, with the focus potentially being on employment trends, as people believe that the inflation trend may continue towards the 2% target.

cls.cnAug 30 22:25 ET

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Seeking AlphaAug 30 01:06 ET

September's Must-See Financial Events: Apple Event, Presidential Debate, Fed Interest Rate Decision, Inflation Data

In One ChartAug 30 00:06 ET

50 basis points to start an interest rate cut cycle? The Federal Reserve has never done this before.

Deutsche Bank believes that if the labor market remains stable, the Federal Reserve may choose to gradually reduce interest rates by 25 basis points, and will not reduce interest rates sharply all at once.

wallstreetcnAug 29 03:03 ET

Fed's Powell: Inflation still poses upside risks, but supports a 25 basis point rate cut next month.

①Baljan pointed out that he tends to take a more cautious approach to interest rate cuts, gradually adjusting policies by observing market and economic reactions; ②The practice of "lower hiring, lower firing" currently adopted by American companies is unlikely to continue.

cls.cnAug 26 19:35 ET

Did the significant interest rate cut by the Federal Reserve boost risk assets? Historical results are counterintuitive.

In the history of modern finance, there have been 14 complete cycles of the Federal Reserve. Although the market's reaction to interest rate cuts may vary at different times, there are some obvious trends: when the Federal Reserve cuts interest rates quickly, the market performance is worse compared to a gradual interest rate cut scenario. In the scenario of rapid interest rate cuts, within one year after the first interest rate cut, the maximum drawdown is twice as much as in the scenario of gradual interest rate cuts.

wallstreetcnAug 26 19:10 ET