美联储降息救市！7月22日，今日深夜的五大消息已全面发酵

Core Viewpoint - The article highlights the turmoil in the U.S. financial markets driven by rising inflation, internal Federal Reserve conflicts, and political instability surrounding the potential dismissal of Fed Chair Powell, culminating in a complex interplay of economic indicators and market reactions [1][3][5]. Inflation Data - The U.S. CPI rose by 2.7% year-on-year in June, marking a four-month high, while core CPI increased by 2.9%, significantly exceeding the Fed's 2% target [1]. - Price increases were noted across various sectors, with clothing prices up by 0.4%, furniture prices soaring by 1%, and household appliances experiencing a staggering 1.9% rise [1]. - A survey by the New York Fed indicated that many manufacturing and service firms plan to pass tariff costs onto consumers within three months, suggesting a potential inflationary cycle [1]. Federal Reserve Dynamics - The June meeting minutes revealed a split within the Federal Reserve, with factions advocating for immediate rate cuts, a wait-and-see approach, and a hardline stance against any cuts until 2025 [3]. - Dallas Fed President Logan emphasized the need to maintain a "moderately restrictive" interest rate range of 4.25% for at least 6 to 12 months, warning of the risks of a repeat of the 1970s stagflation [3]. Political Developments - Reports surfaced of President Trump showing a letter for Powell's dismissal to Republican lawmakers, causing significant market volatility, including a $20 surge in gold prices and a 25-point drop in the dollar index [3]. - Deutsche Bank warned that Powell's removal could lead to a more than 3% drop in the dollar and a 30-40 basis point rise in long-term Treasury yields, potentially worse than the 1970s interventions [3]. Market Reactions - Following Trump's ambiguous statements about Powell's future, the market experienced fluctuations, with a 58% probability of a rate cut in September, down 7 percentage points from the previous day [7]. - Nvidia's announcement of U.S. government approval to export AI accelerators to China boosted market confidence, leading to a 4% rise in Nvidia's stock and a rebound in the Nasdaq index [5]. - Despite positive news, Trump's announcement of a 30% tariff on Mexico and retaliatory threats from the EU contributed to a nearly 1% drop in the Dow Jones index [5].