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美元下跌，鲍威尔在杰克逊霍尔演讲中暗示9月可能降息。杰罗姆·鲍威尔暗示可能降息后，美元走软。欧元和其他货币兑美元走强。

US dollar drops as Powell signals possible September rate cut in Jackson Hole speech.The dollar weakened following Jerome Powell's suggestion of a potential rate cut. The euro and other currencies strengthened against the dollar.

美联储主席杰罗姆·鲍威尔暗示美联储最早可能在9月开始降息后，股市周五反弹。标准普尔500指数和纳斯达克100指数均飙升1.5%以上，道琼斯指数飙升950点，涨幅2.1%，创历史新高。科技股领涨，特斯拉上涨4.4%，Meta、Alphabet和亚马逊各上涨1.5%以上，而Nvidia上涨1.1%。鲍威尔在美联储年度杰克逊霍尔研讨会上发表讲话时指出，“基线前景和不断变化的风险平衡可能需要调整我们的政策立场”，这一言论提高了人们对下个月降息25个基点的预期。降息赌注从本周早些时候的约75%上升到近90%。此次反弹使市场从早些时候与大型科技股压力相关的疲软中复苏，使道琼斯指数和标准普尔500指数保持每周上涨的步伐，并减少了纳斯达克指数的跌幅。

Stocks rallied on Friday after Federal Reserve Chair Jerome Powell signaled the central bank could begin cutting interest rates as early as September. The S&P 500 and the Nasdaq 100 surged over 1.5% each, the Dow Jones soared 950 points, or 2.1%, to a record high. Tech leaders drove much of the strength, with Tesla jumping 4.4% and Meta, Alphabet, and Amazon each gaining over 1.5%, while Nvidia rose 1.1%. Speaking at the Fed’s annual Jackson Hole Symposium, Powell noted that the “baseline outlook and shifting balance of risks may warrant adjusting our policy stance,” remarks that heightened expectations for a 25 basis-point cut next month. Rate-cut bets rose to nearly 90% from about 75% earlier in the week. The rally allowed markets to recover from earlier weakness tied to pressure in megacap tech, leaving the Dow and S&P 500 on pace for weekly gains and trimming the Nasdaq’s losses.

欧洲股市周五收高，追随美联储主席杰罗姆·鲍威尔暗示央行可能在即将召开的会议上降息后全球股市的上涨。斯托克50指数上涨0.5%，至5492点，为2月以来的最高点，斯托克600指数上涨0.5%至562点，距离历史高点不到2点。美联储主席指出，自上次会议以来，劳动力市场的风险得到了优先考虑，下个月可能需要降息25个基点，推动市场大量购买债券和风险较高的资产。受益于宽松金融环境前景的重量级奢侈品集团股价上涨，LVMH、爱马仕和开云集团股价上涨2.5%至1.5%。汽车生产商和科技股也上涨，Stellantis、梅赛德斯-奔驰和ASML各上涨近2%。与此同时，修订后的数据显示，德国经济在第二季度收缩幅度更大，这是由于美国公司在今年早些时候提前购买以击败关税后，制造业疲软所拖累的。

European stocks closed higher on Friday, tracking the upswing for global equity markets after Fed Chair Jerome Powell signaled that the central bank is likely to cut rates in its upcoming meeting. The STOXX 50 added 0.5% to 5,492, the highest since February, and the STOXX 600 gained 0.5% to 562, less than two points away from its record high. The Fed Chair noted that risks to the labor market gained priority since the last meeting and likely warrant a 25bps cut next month, driving markets to pile on bonds and riskier assets. Heavyweight luxury conglomerates, which benefit from the outlook of looser financial conditions, rallied with LVMH, Hermes, and Kering adding between 2.5% and 1.5%. Auto producers and tech also gained, with Stellantis, Mercedes Benz, and ASML advancing close to 2% each. Meanwhile, revised data showed Germany’s economy contracted more sharply in Q2, dragged by a weaker manufacturing sector after US firms front-loaded purchases earlier in the year to beat tariffs.

在米兰，富时MIB指数周五上涨297点，涨幅0.69%。STMicroelectronics（4.38%）、Banca Generali（3.55%）和Azimut Holding（2.97%）领涨。跌幅最大的是Finecobank（-0.31%）、Italgas（-0.26%）和Enel（-0.18%）。

In Milan, the FTSE MIB Index gained 297 points or 0.69 percent on Friday. Gains were led by STMicroelectronics (4.38%), Banca Generali (3.55%) and Azimut Holding (2.97%). Biggest losers were Finecobank (-0.31%), Italgas (-0.26%) and Enel (-0.18%).