特朗普：我！要！降！息！

Market Overview - US stock market experienced volatility with mixed performance across major indices on June 12 [1] - Geopolitical risks have raised concerns, leading to a narrowing of gains in the US stock market, while oil prices rebounded following reports of potential military action by Israel against Iran [2] - The US dollar index fell to a three-year low, indicating traders' belief that the Federal Reserve has room to cut interest rates if economic growth remains weak [3] Inflation and Economic Indicators - US inflation remained moderate in May, suggesting that tariffs have not significantly increased consumer and business prices; the Producer Price Index (PPI) rose by 0.1%, below the median economist forecast of 0.2% [5] - Continuous lower-than-expected inflation data provides the Federal Reserve with the flexibility to maintain its current stance, as long as inflation does not rise significantly [6] - Despite a strong job market, there is no urgency for the Federal Reserve to cut rates, although the number of Americans applying for unemployment benefits reached its highest level since 2021 [6] Corporate Performance - Oracle's stock surged approximately 14%, reaching a record high after the company reported better-than-expected revenue and profit for Q4 of fiscal year 2024, indicating continued growth in its cloud business [6] - The CEO of Oracle projected that cloud infrastructure revenue could grow over 70% by fiscal year 2026, with a current growth rate of 52% [6] Trade Policy and Federal Reserve - Trump's unilateral tariff threats appear to be limiting larger gains in the stock market, with Wall Street closely monitoring developments in trade policy, particularly between the US and China [7] - Trump expressed willingness to extend the July 8 deadline for trade negotiations but indicated that such an extension may not be necessary [7] - Trump stated he has no intention of firing Federal Reserve Chairman Jerome Powell but criticized the Fed for being slow to act on interest rate cuts, despite evidence of cooling inflation [8][9]