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2023-08-16

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FOMC meeting minutes may make waves again! Will a group of hawks turn pigeons?

2023-08-16

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@MaverickWealthBuilder:What Makes Sea The Most Disappointing Growth Stock?

2023-08-16

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Will a group of hawks turn pigeons?","url":"https://stock-news.laohu8.com/highlight/detail?id=2359877405","media":"金十数据","summary":"目前，华尔街正押注美联储将在9月暂停加息，定于北京时间周四公布的美联储7月政策会议纪要将成为重中之重，交易员们将对其进行仔细研究，以寻找有关美联储下一步行动的线索，并了解美联储官员对美国经济实力的看法。下一次FOMC会议定于9月19日至20日举行，届时将公布更多有关劳动力市场、通胀和其他经济指标的新数据。","content":"<p><html><head></head><body>Currently, Wall Street is betting that the Fed will suspend rate hike in September,<strong>The minutes of the Federal Reserve's July policy meeting scheduled to be released on Thursday Beijing time will be the top priority.</strong>Traders will take a closer look at it for clues on the Fed's next move and to see what Fed officials think about the strength of the U.S. economy.</p><p>Economists from foreign media predict that the minutes of this meeting will show that,<strong>Only a handful of officials are in favor of keeping rates steady for the rest of the year.</strong>Economists Anna Wong and Stuart Paul said,<strong>Most Fed officials are \"likely to remain cautiously optimistic\" that the U.S. economy will achieve a soft landing.</strong>They wrote:</p><p>\"The minority in the FOMC, those officials who supported keeping interest rates steady after July, may be more worried about the deterioration of credit conditions. Judging from the slightly dovish tone of Fed Chairman Jerome Powell at his post-meeting press conference, he may be on the more dovish side of the committee.\"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab09d9c0973dc70d77715515855f7f1e\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Federal Funds rate is already higher than the year-on-year growth rate of core inflation</p><p>Despite recent reports showing that the labor market is strong but cooling, and inflation is down significantly from a year ago, Fed officials chose rate hike 25 basis points at their July meeting, considering that annual inflation is still well above the 2% target, pushing Federal Funds rate to a range of 5.25% to 5.5%, the highest in 22 years.</p><p>The Fed's decision to rate hike after a pause in June, coupled with officials pointing out that the U.S. economy is growing at a \"moderate\" pace, suggests<strong>The Fed's outlook for the economy has strengthened in recent weeks</strong>。 Furthermore,<strong>Fed staffers no longer see a recession coming later this year.</strong>Federal Reserve Chairman Jerome Powell pointed out at a press conference in July:</p><p>\"Staff now predict a noticeable slowdown in economic growth from later this year, but given the recent resilience of the economy, they are no longer predicting a recession.\"<strong>Economic growth hasn't slowed, either</strong>。 According to preliminary estimates of U.S. GDP, the U.S. economy grew 2.4% in the second quarter, faster than expected and outpaced the 2% growth rate in the first quarter.</p><p><strong>July retail sales data released Tuesday also continued the trend</strong>, showing that U.S. consumers spent stronger than expected last month, although manufacturing activity was still struggling. A resilient labor market, steady wage growth, slowing inflation and strong household finances are helping drive consumer spending.</p><p>The next FOMC meeting is scheduled for Sept. 19-20, when more new data on the labor market, inflation and other economic indicators will be released. However, economists and market participants believe that,<strong>If these signals do not strengthen significantly in the coming weeks, Fed officials will opt for another pause</strong>。</p><p>Investors are currently not expecting another rate hike this year, based on futures contracts. CME group's Fed Watch tool shows a 90.5% chance that the Fed will keep its benchmark interest rate unchanged in September, and a 31.7% chance that it will make a rate hike in November. Fed watchers will carefully dissect the signals Powell will send at the Jackson Hole symposium.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d77f8c131d08f81804ba2b0e6ebb5940\" tg-width=\"1288\" tg-height=\"490\"/></p><p>In addition, since the interest rate meeting in July,<strong>Public comments from officials appear to suggest that the strong consensus that has underpinned the Fed's aggressive tightening over the past year and a half may be beginning to wane.</strong></p><p>Some officials, including Philadelphia Fed Chirac, suggested that the Fed may not need to continue its rate hike. Others, including Federal Reserve Governor Bowman, hold the opposite view.</p><p>While the minutes may give some idea of the relative size of the hawks and doves on the committee at the time of the July meeting,<strong>Economic data released since may have changed their views</strong>。</p><p>Economists from foreign media specifically pointed out that the employment cost index released on July 28th showed a sharp slowdown, and the unit labor cost report released on August 3rd also showed a slowdown in growth. They wrote:</p><p>\"This should help limit concerns that the labor market will further fuel inflation, and as such, we expect sentiment at the FOMC to become more dovish since the July meeting.\"</body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMC meeting minutes may make waves again! 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Will a group of hawks turn pigeons?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-08-16 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Currently, Wall Street is betting that the Fed will suspend rate hike in September,<strong>The minutes of the Federal Reserve's July policy meeting scheduled to be released on Thursday Beijing time will be the top priority.</strong>Traders will take a closer look at it for clues on the Fed's next move and to see what Fed officials think about the strength of the U.S. economy.</p><p>Economists from foreign media predict that the minutes of this meeting will show that,<strong>Only a handful of officials are in favor of keeping rates steady for the rest of the year.</strong>Economists Anna Wong and Stuart Paul said,<strong>Most Fed officials are \"likely to remain cautiously optimistic\" that the U.S. economy will achieve a soft landing.</strong>They wrote:</p><p>\"The minority in the FOMC, those officials who supported keeping interest rates steady after July, may be more worried about the deterioration of credit conditions. Judging from the slightly dovish tone of Fed Chairman Jerome Powell at his post-meeting press conference, he may be on the more dovish side of the committee.\"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab09d9c0973dc70d77715515855f7f1e\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Federal Funds rate is already higher than the year-on-year growth rate of core inflation</p><p>Despite recent reports showing that the labor market is strong but cooling, and inflation is down significantly from a year ago, Fed officials chose rate hike 25 basis points at their July meeting, considering that annual inflation is still well above the 2% target, pushing Federal Funds rate to a range of 5.25% to 5.5%, the highest in 22 years.</p><p>The Fed's decision to rate hike after a pause in June, coupled with officials pointing out that the U.S. economy is growing at a \"moderate\" pace, suggests<strong>The Fed's outlook for the economy has strengthened in recent weeks</strong>。 Furthermore,<strong>Fed staffers no longer see a recession coming later this year.</strong>Federal Reserve Chairman Jerome Powell pointed out at a press conference in July:</p><p>\"Staff now predict a noticeable slowdown in economic growth from later this year, but given the recent resilience of the economy, they are no longer predicting a recession.\"<strong>Economic growth hasn't slowed, either</strong>。 According to preliminary estimates of U.S. GDP, the U.S. economy grew 2.4% in the second quarter, faster than expected and outpaced the 2% growth rate in the first quarter.</p><p><strong>July retail sales data released Tuesday also continued the trend</strong>, showing that U.S. consumers spent stronger than expected last month, although manufacturing activity was still struggling. A resilient labor market, steady wage growth, slowing inflation and strong household finances are helping drive consumer spending.</p><p>The next FOMC meeting is scheduled for Sept. 19-20, when more new data on the labor market, inflation and other economic indicators will be released. However, economists and market participants believe that,<strong>If these signals do not strengthen significantly in the coming weeks, Fed officials will opt for another pause</strong>。</p><p>Investors are currently not expecting another rate hike this year, based on futures contracts. CME group's Fed Watch tool shows a 90.5% chance that the Fed will keep its benchmark interest rate unchanged in September, and a 31.7% chance that it will make a rate hike in November. Fed watchers will carefully dissect the signals Powell will send at the Jackson Hole symposium.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d77f8c131d08f81804ba2b0e6ebb5940\" tg-width=\"1288\" tg-height=\"490\"/></p><p>In addition, since the interest rate meeting in July,<strong>Public comments from officials appear to suggest that the strong consensus that has underpinned the Fed's aggressive tightening over the past year and a half may be beginning to wane.</strong></p><p>Some officials, including Philadelphia Fed Chirac, suggested that the Fed may not need to continue its rate hike. Others, including Federal Reserve Governor Bowman, hold the opposite view.</p><p>While the minutes may give some idea of the relative size of the hawks and doves on the committee at the time of the July meeting,<strong>Economic data released since may have changed their views</strong>。</p><p>Economists from foreign media specifically pointed out that the employment cost index released on July 28th showed a sharp slowdown, and the unit labor cost report released on August 3rd also showed a slowdown in growth. They wrote:</p><p>\"This should help limit concerns that the labor market will further fuel inflation, and as such, we expect sentiment at the FOMC to become more dovish since the July meeting.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55fecc7728f9935dcc0b4ffb3de1e4ed","relate_stocks":{".SPX":"S&P 500 Index","BK4077":"互动媒体与服务"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359877405","content_text":"目前，华尔街正押注美联储将在9月暂停加息，定于北京时间周四公布的美联储7月政策会议纪要将成为重中之重，交易员们将对其进行仔细研究，以寻找有关美联储下一步行动的线索，并了解美联储官员对美国经济实力的看法。外媒的经济学家预计，这份会议纪要将显示，只有少数官员赞成在今年剩余时间内保持利率稳定。经济学家Anna Wong和Stuart Paul表示，大多数美联储官员“可能保持谨慎乐观”，认为美国经济将实现软着陆。他们写道：“FOMC中的少数人，即那些在7月之后支持保持利率保持稳定的官员，可能更担心信贷状况的恶化。从美联储主席鲍威尔在会后新闻发布会上略微温和的语气来看，他可能站在委员会中更鸽派的一边。”联邦基金利率已经高于核心通胀同比增速尽管最近的报告显示，劳动力市场强劲但正在降温，通胀率较一年前大幅下降，考虑到年通胀率仍远高于2%的目标，美联储官员在7月的会议上选择了加息25个基点，将联邦基金利率推至在5.25%至5.5%的区间，为22年来最高。美联储在6月暂停后决定加息，再加上官员们指出美国经济正以“温和”的速度增长，这表明美联储对经济的前景在最近几周有所增强。此外，美联储工作人员不再认为今年晚些时候会出现衰退。美联储主席鲍威尔在7月的新闻发布会上指出：“工作人员现在预测，从今年晚些时候开始，经济增长将明显放缓，但鉴于最近经济的弹性，他们不再预测经济衰退。”经济增长也没有放缓。根据对美国GDP的初步估计，美国经济第二季度增长2.4%，快于预期，超过了第一季度2%的增速。周二发布的7月份零售销售数据也延续了这一趋势，显示美国消费者上月的支出强于预期，尽管制造业活动仍在苦苦挣扎。有弹性的劳动力市场、稳定的工资增长、放缓的通胀和强劲的家庭财务状况正在帮助推动消费者支出。下一次FOMC会议定于9月19日至20日举行，届时将公布更多有关劳动力市场、通胀和其他经济指标的新数据。不过，经济学家和市场参与者认为，如果这些信号在未来几周内没有明显走强，美联储官员将选择再次暂停。根据期货合约，投资者目前预计今年不会再加息。芝商所的美联储观察工具显示，美联储在9月份维持基准利率不变的可能性为90.5%，其在11月加息的可能性为31.7%。美联储观察人士将仔细剖析鲍威尔将在杰克逊霍尔研讨会上发出的信号。此外，自7月议息会议以来，官员们的公开言论似乎表明，支撑美联储在过去一年半进行激进紧缩的强烈共识可能正开始减弱。费城联储主希拉克等一些官员暗示，美联储可能不需要继续加息。包括美联储理事鲍曼在内的其他人则持相反观点。虽然会议纪要可能会让人们对7月会议时委员会中的鹰鸽两派的相对规模有所了解，但此后公布的经济数据可能已经改变了他们的观点。外媒的经济学家特别指出，7月28日发布的就业成本指数显示大幅减速，8月3日发布的单位劳动力成本报告也显示增长速度放缓。他们写道：“这应该有助于限制人们对劳动力市场将进一步加剧通胀的担忧，因此，我们预计自7月会议以来，FOMC的情绪将变得更加温和。”","news_type":1,"symbols_score_info":{".SPX":1}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555747725488,"gmtCreate":1692169558301,"gmtModify":1692170773535,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555747725488","repostId":"209254663278712","repostType":1,"repost":{"id":209254663278712,"gmtCreate":1692105369063,"gmtModify":1692105412959,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What Makes Sea The Most Disappointing Growth Stock?","htmlText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","listText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","text":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","images":[{"img":"https://static.tigerbbs.com/7683539e2a9f0ce24c4592ef50884997","width":"1775","height":"734"},{"img":"https://static.tigerbbs.com/1c7fd753a0c7c1542a646ca6f0bbc836","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/7a12774b1dd280823e8dcf3b850be55c","width":"750","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209254663278712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555516715064,"gmtCreate":1692169490983,"gmtModify":1692170767212,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555516715064","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":209557495640176,"gmtCreate":1692169984188,"gmtModify":1692170808627,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558353319896849","idStr":"3558353319896849"},"themes":[],"htmlText":"[微笑][微笑]","listText":"[微笑][微笑]","text":"[微笑][微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209557495640176","repostId":"2359877405","repostType":2,"repost":{"id":"2359877405","kind":"highlight","pubTimestamp":1692170100,"share":"https://ttm.financial/m/news/2359877405?lang=en_US&edition=fundamental","pubTime":"2023-08-16 15:15","market":"us","language":"zh","title":"FOMC meeting minutes may make waves again! Will a group of hawks turn pigeons?","url":"https://stock-news.laohu8.com/highlight/detail?id=2359877405","media":"金十数据","summary":"目前，华尔街正押注美联储将在9月暂停加息，定于北京时间周四公布的美联储7月政策会议纪要将成为重中之重，交易员们将对其进行仔细研究，以寻找有关美联储下一步行动的线索，并了解美联储官员对美国经济实力的看法。下一次FOMC会议定于9月19日至20日举行，届时将公布更多有关劳动力市场、通胀和其他经济指标的新数据。","content":"<p><html><head></head><body>Currently, Wall Street is betting that the Fed will suspend rate hike in September,<strong>The minutes of the Federal Reserve's July policy meeting scheduled to be released on Thursday Beijing time will be the top priority.</strong>Traders will take a closer look at it for clues on the Fed's next move and to see what Fed officials think about the strength of the U.S. economy.</p><p>Economists from foreign media predict that the minutes of this meeting will show that,<strong>Only a handful of officials are in favor of keeping rates steady for the rest of the year.</strong>Economists Anna Wong and Stuart Paul said,<strong>Most Fed officials are \"likely to remain cautiously optimistic\" that the U.S. economy will achieve a soft landing.</strong>They wrote:</p><p>\"The minority in the FOMC, those officials who supported keeping interest rates steady after July, may be more worried about the deterioration of credit conditions. Judging from the slightly dovish tone of Fed Chairman Jerome Powell at his post-meeting press conference, he may be on the more dovish side of the committee.\"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab09d9c0973dc70d77715515855f7f1e\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Federal Funds rate is already higher than the year-on-year growth rate of core inflation</p><p>Despite recent reports showing that the labor market is strong but cooling, and inflation is down significantly from a year ago, Fed officials chose rate hike 25 basis points at their July meeting, considering that annual inflation is still well above the 2% target, pushing Federal Funds rate to a range of 5.25% to 5.5%, the highest in 22 years.</p><p>The Fed's decision to rate hike after a pause in June, coupled with officials pointing out that the U.S. economy is growing at a \"moderate\" pace, suggests<strong>The Fed's outlook for the economy has strengthened in recent weeks</strong>。 Furthermore,<strong>Fed staffers no longer see a recession coming later this year.</strong>Federal Reserve Chairman Jerome Powell pointed out at a press conference in July:</p><p>\"Staff now predict a noticeable slowdown in economic growth from later this year, but given the recent resilience of the economy, they are no longer predicting a recession.\"<strong>Economic growth hasn't slowed, either</strong>。 According to preliminary estimates of U.S. GDP, the U.S. economy grew 2.4% in the second quarter, faster than expected and outpaced the 2% growth rate in the first quarter.</p><p><strong>July retail sales data released Tuesday also continued the trend</strong>, showing that U.S. consumers spent stronger than expected last month, although manufacturing activity was still struggling. A resilient labor market, steady wage growth, slowing inflation and strong household finances are helping drive consumer spending.</p><p>The next FOMC meeting is scheduled for Sept. 19-20, when more new data on the labor market, inflation and other economic indicators will be released. However, economists and market participants believe that,<strong>If these signals do not strengthen significantly in the coming weeks, Fed officials will opt for another pause</strong>。</p><p>Investors are currently not expecting another rate hike this year, based on futures contracts. CME group's Fed Watch tool shows a 90.5% chance that the Fed will keep its benchmark interest rate unchanged in September, and a 31.7% chance that it will make a rate hike in November. Fed watchers will carefully dissect the signals Powell will send at the Jackson Hole symposium.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d77f8c131d08f81804ba2b0e6ebb5940\" tg-width=\"1288\" tg-height=\"490\"/></p><p>In addition, since the interest rate meeting in July,<strong>Public comments from officials appear to suggest that the strong consensus that has underpinned the Fed's aggressive tightening over the past year and a half may be beginning to wane.</strong></p><p>Some officials, including Philadelphia Fed Chirac, suggested that the Fed may not need to continue its rate hike. Others, including Federal Reserve Governor Bowman, hold the opposite view.</p><p>While the minutes may give some idea of the relative size of the hawks and doves on the committee at the time of the July meeting,<strong>Economic data released since may have changed their views</strong>。</p><p>Economists from foreign media specifically pointed out that the employment cost index released on July 28th showed a sharp slowdown, and the unit labor cost report released on August 3rd also showed a slowdown in growth. They wrote:</p><p>\"This should help limit concerns that the labor market will further fuel inflation, and as such, we expect sentiment at the FOMC to become more dovish since the July meeting.\"</body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMC meeting minutes may make waves again! Will a group of hawks turn pigeons?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC meeting minutes may make waves again! Will a group of hawks turn pigeons?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-08-16 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Currently, Wall Street is betting that the Fed will suspend rate hike in September,<strong>The minutes of the Federal Reserve's July policy meeting scheduled to be released on Thursday Beijing time will be the top priority.</strong>Traders will take a closer look at it for clues on the Fed's next move and to see what Fed officials think about the strength of the U.S. economy.</p><p>Economists from foreign media predict that the minutes of this meeting will show that,<strong>Only a handful of officials are in favor of keeping rates steady for the rest of the year.</strong>Economists Anna Wong and Stuart Paul said,<strong>Most Fed officials are \"likely to remain cautiously optimistic\" that the U.S. economy will achieve a soft landing.</strong>They wrote:</p><p>\"The minority in the FOMC, those officials who supported keeping interest rates steady after July, may be more worried about the deterioration of credit conditions. Judging from the slightly dovish tone of Fed Chairman Jerome Powell at his post-meeting press conference, he may be on the more dovish side of the committee.\"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab09d9c0973dc70d77715515855f7f1e\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Federal Funds rate is already higher than the year-on-year growth rate of core inflation</p><p>Despite recent reports showing that the labor market is strong but cooling, and inflation is down significantly from a year ago, Fed officials chose rate hike 25 basis points at their July meeting, considering that annual inflation is still well above the 2% target, pushing Federal Funds rate to a range of 5.25% to 5.5%, the highest in 22 years.</p><p>The Fed's decision to rate hike after a pause in June, coupled with officials pointing out that the U.S. economy is growing at a \"moderate\" pace, suggests<strong>The Fed's outlook for the economy has strengthened in recent weeks</strong>。 Furthermore,<strong>Fed staffers no longer see a recession coming later this year.</strong>Federal Reserve Chairman Jerome Powell pointed out at a press conference in July:</p><p>\"Staff now predict a noticeable slowdown in economic growth from later this year, but given the recent resilience of the economy, they are no longer predicting a recession.\"<strong>Economic growth hasn't slowed, either</strong>。 According to preliminary estimates of U.S. GDP, the U.S. economy grew 2.4% in the second quarter, faster than expected and outpaced the 2% growth rate in the first quarter.</p><p><strong>July retail sales data released Tuesday also continued the trend</strong>, showing that U.S. consumers spent stronger than expected last month, although manufacturing activity was still struggling. A resilient labor market, steady wage growth, slowing inflation and strong household finances are helping drive consumer spending.</p><p>The next FOMC meeting is scheduled for Sept. 19-20, when more new data on the labor market, inflation and other economic indicators will be released. However, economists and market participants believe that,<strong>If these signals do not strengthen significantly in the coming weeks, Fed officials will opt for another pause</strong>。</p><p>Investors are currently not expecting another rate hike this year, based on futures contracts. CME group's Fed Watch tool shows a 90.5% chance that the Fed will keep its benchmark interest rate unchanged in September, and a 31.7% chance that it will make a rate hike in November. Fed watchers will carefully dissect the signals Powell will send at the Jackson Hole symposium.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d77f8c131d08f81804ba2b0e6ebb5940\" tg-width=\"1288\" tg-height=\"490\"/></p><p>In addition, since the interest rate meeting in July,<strong>Public comments from officials appear to suggest that the strong consensus that has underpinned the Fed's aggressive tightening over the past year and a half may be beginning to wane.</strong></p><p>Some officials, including Philadelphia Fed Chirac, suggested that the Fed may not need to continue its rate hike. Others, including Federal Reserve Governor Bowman, hold the opposite view.</p><p>While the minutes may give some idea of the relative size of the hawks and doves on the committee at the time of the July meeting,<strong>Economic data released since may have changed their views</strong>。</p><p>Economists from foreign media specifically pointed out that the employment cost index released on July 28th showed a sharp slowdown, and the unit labor cost report released on August 3rd also showed a slowdown in growth. They wrote:</p><p>\"This should help limit concerns that the labor market will further fuel inflation, and as such, we expect sentiment at the FOMC to become more dovish since the July meeting.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55fecc7728f9935dcc0b4ffb3de1e4ed","relate_stocks":{".SPX":"S&P 500 Index","BK4077":"互动媒体与服务"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359877405","content_text":"目前，华尔街正押注美联储将在9月暂停加息，定于北京时间周四公布的美联储7月政策会议纪要将成为重中之重，交易员们将对其进行仔细研究，以寻找有关美联储下一步行动的线索，并了解美联储官员对美国经济实力的看法。外媒的经济学家预计，这份会议纪要将显示，只有少数官员赞成在今年剩余时间内保持利率稳定。经济学家Anna Wong和Stuart Paul表示，大多数美联储官员“可能保持谨慎乐观”，认为美国经济将实现软着陆。他们写道：“FOMC中的少数人，即那些在7月之后支持保持利率保持稳定的官员，可能更担心信贷状况的恶化。从美联储主席鲍威尔在会后新闻发布会上略微温和的语气来看，他可能站在委员会中更鸽派的一边。”联邦基金利率已经高于核心通胀同比增速尽管最近的报告显示，劳动力市场强劲但正在降温，通胀率较一年前大幅下降，考虑到年通胀率仍远高于2%的目标，美联储官员在7月的会议上选择了加息25个基点，将联邦基金利率推至在5.25%至5.5%的区间，为22年来最高。美联储在6月暂停后决定加息，再加上官员们指出美国经济正以“温和”的速度增长，这表明美联储对经济的前景在最近几周有所增强。此外，美联储工作人员不再认为今年晚些时候会出现衰退。美联储主席鲍威尔在7月的新闻发布会上指出：“工作人员现在预测，从今年晚些时候开始，经济增长将明显放缓，但鉴于最近经济的弹性，他们不再预测经济衰退。”经济增长也没有放缓。根据对美国GDP的初步估计，美国经济第二季度增长2.4%，快于预期，超过了第一季度2%的增速。周二发布的7月份零售销售数据也延续了这一趋势，显示美国消费者上月的支出强于预期，尽管制造业活动仍在苦苦挣扎。有弹性的劳动力市场、稳定的工资增长、放缓的通胀和强劲的家庭财务状况正在帮助推动消费者支出。下一次FOMC会议定于9月19日至20日举行，届时将公布更多有关劳动力市场、通胀和其他经济指标的新数据。不过，经济学家和市场参与者认为，如果这些信号在未来几周内没有明显走强，美联储官员将选择再次暂停。根据期货合约，投资者目前预计今年不会再加息。芝商所的美联储观察工具显示，美联储在9月份维持基准利率不变的可能性为90.5%，其在11月加息的可能性为31.7%。美联储观察人士将仔细剖析鲍威尔将在杰克逊霍尔研讨会上发出的信号。此外，自7月议息会议以来，官员们的公开言论似乎表明，支撑美联储在过去一年半进行激进紧缩的强烈共识可能正开始减弱。费城联储主希拉克等一些官员暗示，美联储可能不需要继续加息。包括美联储理事鲍曼在内的其他人则持相反观点。虽然会议纪要可能会让人们对7月会议时委员会中的鹰鸽两派的相对规模有所了解，但此后公布的经济数据可能已经改变了他们的观点。外媒的经济学家特别指出，7月28日发布的就业成本指数显示大幅减速，8月3日发布的单位劳动力成本报告也显示增长速度放缓。他们写道：“这应该有助于限制人们对劳动力市场将进一步加剧通胀的担忧，因此，我们预计自7月会议以来，FOMC的情绪将变得更加温和。”","news_type":1,"symbols_score_info":{".SPX":1}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555747725488,"gmtCreate":1692169558301,"gmtModify":1692170773535,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558353319896849","idStr":"3558353319896849"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555747725488","repostId":"209254663278712","repostType":1,"repost":{"id":209254663278712,"gmtCreate":1692105369063,"gmtModify":1692105412959,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"What Makes Sea The Most Disappointing Growth Stock?","htmlText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","listText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","text":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","images":[{"img":"https://static.tigerbbs.com/7683539e2a9f0ce24c4592ef50884997","width":"1775","height":"734"},{"img":"https://static.tigerbbs.com/1c7fd753a0c7c1542a646ca6f0bbc836","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/7a12774b1dd280823e8dcf3b850be55c","width":"750","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209254663278712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555516715064,"gmtCreate":1692169490983,"gmtModify":1692170767212,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558353319896849","idStr":"3558353319896849"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555516715064","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}