你們好，大叔謝謝你們訂閱，也為訂閱者提供 📢公開討論群📢：https://open.substack.com/chat/posts/962f1601-d642-4ac1-a110-2d3d88cfa60a 歡迎加入大家一起互動。 Federal Reserve issues FOMC statementRecent indicators suggest that growth of economic activity moderated in the first half of the year. Job gains have slowed, and the unemployment rate has edged up but remains low. Inflation has moved up and remains somewhat elevated. The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. Uncertainty about the economic outlook remains elevated. The Committee is attentive to the risks to both sides of its dual mandate and judges that downside risks to employment have risen. In support of its goals and in light of the shift in the balance of risks, the Committee decided to lower the target range for the federal funds rate by 1/4 percentage point to 4 to 4‑1/4 percent. In considering additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks. The Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage‑backed securities. The Committee is strongly committed to supporting maximum employment and returning inflation to its 2 percent objective. In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the implications of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on labor market conditions, inflation pressures and inflation expectations, and financial and international developments. 大叔對於他這次的演說非常滿意，可以打85分。因為鮑鮑很清楚表達：「對通膨降溫的進展感到滿意，因此可以考慮加快政策正常化的步伐，但還沒有宣布勝利，未來的每一步都將依賴數據。」 同時他間接釋放出美國軟著陸，其實這對於股市跟債市起到了很大的正面影響。 鮑爾演說內容重點整理
對市場的影響1. 股市
2. 債市
對美國與全球經濟的影響1. 美國經濟
2. 全球經濟
大叔來做個總結，鮑鮑叔叔這次總算是把話給講明了。 他拍著胸脯跟大家說：「各位鄉親，跟通膨這場硬仗打了這麼久，總算快看到終點線了！」 接下來他老兄要踩的就不是剎車，而是準備穩穩地把這台「美國經濟」的巨無霸客機，漂亮地降落在跑道上，搞個漂亮的「軟著陸」。當然還是要注意下後面有個坐在頭等艙的川大爺的乘客心情。 而對於我們這些乘客來說是大好消息，可惜對全球其他還在暈機的小老弟們來說，也算是盼到了。之前美國機長一直猛降速，大家都是跟著人仰馬翻；現在機長說我們準備穩穩地降落了，大家總算可以把安全帶鬆一鬆，不用再被晃得七葷八素了。 Baby，我們的感情好像跳樓機~!
You’re currently a free subscriber to 大叔美股筆記 Uncle Stock Notes. For the full experience, upgrade your subscription. 您目前是大叔美股筆記 Uncle Stock Notes 的免費訂閱者。要獲得完整體驗，請升級您的訂閱。 免責聲明 | Disclaimer本篇內容為大叔個人投資筆記與心得分享，僅供參考，並不構成任何投資建議或買賣操作的依據。 謝謝大家的理解與支持，祝大家都能穩穩獲利，長長久久！ #投資有風險 #請審慎評估 #大叔只是分享不是報明牌 This content represents my personal investment notes and experience only, and does not constitute financial or investment advice. Thank you for your understanding and support. Wishing everyone steady gains and long-term success! #InvestAtYourOwnRisk #NotFinancialAdvice #UncleSharingNotStockTip
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Wednesday, September 17, 2025
Chair Jerome Powell 演說
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