0709：美联储会议纪要来袭，聚焦下一轮贸易谈判！

Group 1 - The U.S. is expected to engage in high-level trade talks with China in early August, involving key officials such as the Secretary of Commerce, Treasury Secretary, and Trade Representative [4] - The outcome of these talks could significantly impact the U.S. dollar and gold prices, with a positive outcome favoring the dollar and a negative outcome favoring gold [5] - The discussions may focus on critical issues such as U.S. Treasury purchases, rare earth supplies, and tariffs, indicating the complexity of the trade relationship [4][6] Group 2 - The Federal Reserve's internal division on interest rate policy is evident, with some members advocating for no rate cuts this year while others support multiple cuts [3] - Strong employment data has diminished the likelihood of a rate cut in July, shifting investor focus to the September meeting [3] - The upcoming trade negotiations with China are seen as a crucial factor influencing the Federal Reserve's decisions and market expectations [3]