美联储降息救市！7月23日，今日凌晨的四大消息已全面发酵

Group 1: Political Pressure on Monetary Policy - Former President Donald Trump publicly called for an immediate 300 basis point interest rate cut, arguing that each 1% increase costs the U.S. an additional $360 billion annually in interest payments, suggesting a potential savings of over a trillion dollars with a 3% cut [2][4] - Trump's sudden shift in tone regarding Federal Reserve Chairman Jerome Powell, stating he is "unlikely" to fire him, reflects pressure from Republican lawmakers warning that such an action could lead to a market crash [4] - Treasury Secretary Steven Mnuchin announced that the process for selecting the next Federal Reserve Chairman has officially begun, hinting at potential changes in leadership that could impact market stability [4][6] Group 2: Economic Data and Market Reactions - The U.S. Consumer Price Index (CPI) rose by 2.7% year-over-year, marking a four-month high, while core CPI increased by 2.9%, significantly above the Federal Reserve's 2% target [4][6] - The Dallas Federal Reserve Bank President, known for her hawkish stance, emphasized the need to maintain a 4.25% interest rate for 6 to 12 months to avoid repeating the stagflation of the 1970s [6] - A survey indicated that 88% of manufacturing firms and 82% of service firms plan to pass on tariff costs to consumers, further complicating the inflation landscape [6] Group 3: Market Dynamics and Technology Sector - Despite a nearly 1% drop in the Dow Jones Industrial Average, Nvidia's stock surged by 4%, pushing its market capitalization above $4.1 trillion, highlighting the contrasting performance within the tech sector [7] - The semiconductor supply chain is showing signs of recovery, with TSMC reporting a 61% increase in net profit for Q2 and projecting a 30% growth in annual sales [7] - The ongoing trade tensions, including a 30% tariff on Mexico, have heightened market volatility and influenced investor sentiment towards safe-haven assets like gold [7][8] Group 4: Financial Market Sentiment - Gold prices struggled around $3,330, while the likelihood of a rate cut in September dropped from 65% to 58%, indicating a shift in market expectations regarding Federal Reserve actions [8] - The U.S. 30-year Treasury yield surpassed 5% for the first time since June, prompting traders to reduce long positions [8] - A survey revealed a decrease in the percentage of investors willing to hedge against dollar depreciation, suggesting a growing underestimation of political intervention risks [8][9]