Group 1 - The Federal Reserve is experiencing internal divisions, with 19 decision-makers split into three camps regarding interest rate policies, indicating a significant "hawk-dove" debate [1][5] - Dallas Fed President Logan's strong stance suggests that the current interest rate level of 4.25% may persist for 6 to 12 months, providing theoretical support for high interest rate policies despite a slight decline in inflation data [1][5] - Political pressure is mounting as President Trump criticizes Fed Chair Powell and calls for immediate interest rate cuts, which could influence the Fed's decision-making process [1][3] Group 2 - The global trade landscape is volatile, with the Trump administration imposing high tariffs on several countries, while simultaneously lifting tariffs on China, leading to unpredictable market reactions [3][5] - Employment data shows a mixed picture, with non-farm payrolls increasing by 147,000 in June, but private sector job growth nearly stagnant when excluding certain sectors [5][7] - Market indicators are fluctuating, with the probability of a rate cut in September dropping from 75% to 54.4%, reflecting uncertainty in economic conditions [5][7] Group 3 - Gold prices are hovering around $3,330, while the dollar index has fallen below 97, marking a new low since February 2022, indicating shifts in investor sentiment [7] - The stock market is reacting unevenly, with the Nasdaq reaching a historical high while the Dow Jones experienced a significant drop of 436 points, showcasing the divergent performance of technology stocks [7] - Economists at the New York Fed are analyzing the complexities of the Fed's June meeting minutes to navigate the challenges of inflation, employment, and economic resilience [7][5]
美联储降息救市!7月18日,今日凌晨的四大消息已全面发酵
Sou Hu Cai Jing·2025-07-19 04:08