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美联储降息救市!7月14日,今日爆出五大消息已发酵!
Sou Hu Cai Jing·2025-07-14 22:15

Group 1 - The core of the current financial turmoil is the significant division within the Federal Reserve, with 19 decision-makers split into three camps regarding interest rate policies [2] - The divergence in predictions among Fed officials is at a ten-year high, with a gap of up to 50 basis points between the most and second most common forecasts [2] - Economic data presents conflicting signals, with the core PCE price index rising 2.7% year-on-year, while personal consumption expenditures fell by 0.1% month-on-month, indicating a potential for interest rate cuts [4] Group 2 - Trump's recent trade actions, including the termination of negotiations with Canada and threats of new tariffs, have led to significant market reactions, including a 422-point drop in the Dow [3] - The U.S. Treasury Secretary has indicated that the market has priced in two interest rate cuts this year, revealing the political influence on economic decisions [4] - The Federal Reserve's independence is under pressure as political figures, including Trump, push for lower interest rates to support fiscal plans, with potential budget deficits projected to reach $3 trillion over the next decade [5] Group 3 - The probability of a rate cut in September has surged to 75%, reflecting market uncertainty and the impact of recent economic data [7] - The dollar index has dropped to 97.18, marking a decline of over 10% this year, the largest half-year drop since the early 1970s [7] - The upcoming earnings reports for S&P 500 companies are expected to show only a 4% growth in EPS, amidst rising effective tariff rates [7]