美联储降息救市！7月23日，深夜的四大消息已全面来袭

Group 1 - The article highlights the looming "long-term high interest rate era" as the 30-year U.S. Treasury yield remains above 5%, indicating significant pressure on the Federal Reserve and its leadership [1] - The selection process for the next Federal Reserve Chair has begun, with speculation surrounding economist Hassett, casting uncertainty over Powell's future [1] - Dallas Fed President Logan warns of potential stagflation reminiscent of the 1970s, emphasizing the need for a restrictive interest rate of 4.25% for at least 6 to 12 months [1] Group 2 - The latest June inflation report shows a CPI increase of 2.7%, the highest in four months, with core CPI at 2.9%, significantly exceeding the Fed's 2% target [2] - Political pressure mounts as former President Trump calls for a 300 basis point rate cut, highlighting the financial burden of high interest rates on U.S. refinancing costs [2] - The Federal Reserve is experiencing internal divisions, with some officials advocating for immediate rate cuts to alleviate economic pressure, while others are cautious due to inflation concerns [2] Group 3 - Fed Governor Waller presents three arguments for rate cuts: tariffs causing one-time price increases, the need for a neutral monetary policy, and the stagnation of private sector job growth [3] - The U.S. government faces a record spending of $7 trillion, with limited options to reduce debt interest payments, emphasizing the urgency for potential rate cuts [5] - The global trend of central banks, influenced by Trump's trade policies, indicates a likelihood of rate cuts across developed economies, with the Fed possibly delaying until Q4 [7] Group 4 - The article discusses the implications of rising Treasury yields and inflation on market dynamics, with significant movements in the dollar index and gold prices following retail sales data [5] - The independence of the Federal Reserve is under unprecedented political pressure, as decisions on interest rates become intertwined with political power struggles [7] - The article concludes with a reflection on the potential for a "man-made prosperity" as financial decisions increasingly serve as tools of political influence [7]