According to Jinse Finance, when discussing expectations for interest rate cuts, Stephen Roach, a senior researcher at Yale University and former chairman of Morgan Stanley Asia, pointed out that the Fed will not be rushed to adjust its policy due to political pressure. On the other hand, the vulnerability of the labor market, coupled with the disturbances caused by tariffs, may prompt the Fed to shift to a more accommodative stance. Although the current risks have changed, the extent is not yet severe, and future developments will still depend on the performance of future data. Roach also stated that the U.S. economy has shown signs of slowing down, with consumption growth only half of the average level of the past few years. In addition, the investment boom in the AI sector hides bubble risks, with the market capitalization concentration of the "Seven Giants" in U.S. stocks even exceeding the levels during the internet bubble of 2000. "Therefore, I believe that there is a high likelihood of some degree of market correction in U.S. stocks within the next six months," he said. (21st Century Business Herald)

Jin10 data July 3rd, LPL Financial Chief Economist Jeffrey Roach stated that the latest US Non-farm Payrolls (NFP) data shows that if companies continue the hiring trend seen this year, The Federal Reserve (FED) is expected to maintain a "wait-and-see" stance at the upcoming policy meeting. Despite uncertainties surrounding tariffs and trade policies, companies have not yet seen a large-scale wave of layoffs. However, it is important to remain vigilant as the U.S. government is still in detailed negotiations with several major trading partners, and the ultimate impact on businesses is still difficult to estimate.

Gold Ten Data, 29th August news, Jeffrey Roach from LPL Financial said it is still too early to consider the mission of combating inflation as 'accomplished'. He expects the US July PCE inflation, which will be announced on Friday, to remain around 2.5%, 'risks still exist. Especially with the deflation of commodities in the past few months, along with the base effect, we may see a slight rise in monthly data. I believe that the data will hover around 2.5% in the coming months.'

Golden Ten Data on August 15, United States retail sales spending in July rose 1% month-on-month to $709.7 billion, dispelling fears that the economy may fall into a recession. While the slowdown in hiring sparked a brief but intense market panic last week, the strong retail sales data suggests that the impact of any contraction has not rippled through consumers. Jeffrey Roach, chief economist at LPL Financial, said: "The slowdown is happening, but it's definitely in moderation and there's really nothing to worry about."

On August 6, Jeffrey Roach, an analyst at LPL Financial, stated in a report that the sudden Fluctuation in the forex market "may be a reason for the Fed to cut interest rates before its regular meeting on September 18th." Investors should be aware that a well-functioning dollar funding market is crucial to support the financial system, and exacerbating Exchange Rate Fluctuation poses a risk. Roach advises investors to "follow the Fed's use of Liquidity swaps in the short term" because an increase in these operations "may indicate an intensification of uncertainty among Central Bank officials."

On August 1st, Jin10 Data reported that LPL Financial's chief economist, Jeffrey Roach, said that the Fed's statement today prepared the market for the upcoming rate cut. With the improvement of the inflation rate and the rise in the unemployment rate, the Fed can maintain the nominal Interest Rate higher than the inflation rate while dropping the Intrerest Rate. The market may respond positively to this subtle change in tone.