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美联储降息救市!7月24日,凌晨的五大消息已全面袭来!
Sou Hu Cai Jing·2025-07-25 04:23

Group 1: Economic Indicators - The 30-year U.S. Treasury yield has surpassed 5%, marking the official arrival of a "long-term high interest rate era" [1] - The U.S. national debt has reached $37 trillion, with interest payments projected to exceed $1 trillion by 2025, consuming a quarter of federal tax revenue [5] - The yield on 10-year U.S. Treasury bonds hit a monthly high of 4.487% following comments from Treasury Secretary [7] Group 2: Market Reactions - Nvidia's stock surged by 4%, pushing its market capitalization above $4.1 trillion, contributing to a historic high for the Nasdaq index [7] - Following Trump's tweet demanding a 300 basis point rate cut, the probability of Powell's dismissal rose from 16% to 26% within four hours, causing significant market volatility [9] - Gold prices surged by $20, while the U.S. dollar index fell by 25 points in response to Trump's comments [9] Group 3: Global Economic Trends - Global central banks are accelerating the sale of U.S. Treasuries, with a reduction of $36 billion in April alone [5] - Countries are increasingly moving towards "de-dollarization," with Brazil's president advocating for it and central banks purchasing 280 tons of gold in the first half of the year [5] - The COMEX gold futures price reached a new high of $3,444 per ounce, reflecting a lack of confidence in the U.S. dollar [5] Group 4: Federal Reserve Dynamics - The June meeting minutes revealed significant divisions within the Federal Reserve, with dovish, centrist, and hawkish factions at odds over interest rate policies [6] - The potential for a widening yield spread between 2-year and 10-year Treasuries could approach 200 basis points if Powell is forced out, reminiscent of the 1980s stagflation period [7] - The uncertainty surrounding U.S. economic policy is expected to persist due to these internal conflicts within the Federal Reserve [6]