NVidia Corp. (NVDA) 加自选

鲍威尔鸽派倾向后的利率预期是什么？。交易员在看到“尽管如此，由于政策处于限制性区域，基线前景和风险平衡的变化可能需要调整我们的政策立场”这一行后，对美联储主席鲍威尔的演讲文本做出了强烈反应。这被解释为鸽派倾向，在某个时候的定价显示，到年底将放宽60个基点以上，9月份降息的可能性超过90%。

What are the interest rates expectations after Powell's dovish tilt?.Traders reacted strongly to Fed Chair Powell's speech text once they saw the line “nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” That was interpreted as a dovish tilt and the pricing at some point showed more than 60 bps of easing by year-end and more than 90% of probability of a September cut.

德国Ifo商业景气微涨至89.0，复苏依然疲软。德国Ifo商业景气指数8月份小幅上涨，从88.6攀升至89.0，超出预期的88.3。这一改善是由更强劲的预期推动的，该分项指数从90.7升至91.6。

German Ifo business climate edges higher to 89.0, recovery still weak.Germany's Ifo business climate index rose modestly in August, climbing to 89.0 from 88.6 and beating expectations of 88.3. The improvement was driven by stronger expectations, with the sub-index rising to 91.6 from 90.7.

美联储主席鲍威尔的演讲提供了温和的氛围；PCE数据聚焦。上周，美联储主席杰罗姆·鲍威尔在杰克逊霍尔研讨会上发表了备受期待的演讲。

Fed Chair Powell Speech Offers Dovish Vibe; PCE Data in Focus.Last week culminated in what was a widely anticipated speech by US Federal Reserve (Fed) Chairman Jerome Powell at the Jackson Hole Symposium.

天然气和石油预测：WTI接近64美元，布伦特原油上涨，天然气承压。WTI原油在64美元附近盘整，布伦特原油保持反弹，天然气仍面临阻力。关键级别定义市场方向。

Natural Gas and Oil Forecast: WTI Near $64, Brent Holds Gains, Gas Stays Under Pressure.WTI crude consolidates near $64, Brent holds its rebound, and natural gas remains pressured under resistance. Key levels define market direction.