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特朗普造访美联储:手里一本账,心里一本账;清华校友赵晟佳出任Meta超级智能首席科学家;泰柬边境冲突已致双方共32人死亡 | 一周国际财经
Sou Hu Cai Jing·2025-07-26 05:22

Group 1: Federal Reserve and Economic Pressure - President Trump visited the Federal Reserve for the first time in nearly 20 years, breaking the tradition of distance between the White House and the Fed, raising concerns about the Fed's independence [6][12] - During the visit, Trump confronted Fed Chair Powell over a $2.5 billion renovation budget that exceeded initial estimates by $700 million, attributing the cost overruns to rising tariffs and material costs [9][10] - Trump reiterated his desire for interest rate cuts, claiming that a reduction of three percentage points could save the U.S. over $1 trillion [10][12] Group 2: Market Reactions and Future Expectations - Following Trump's visit, the probability of the Fed maintaining interest rates unchanged in July rose to 97.4%, with only a 62.1% chance of a rate cut in September [10][12] - Despite Trump's denial of plans to dismiss Powell, there are signals from the White House suggesting that the budget overruns could be used as justification for Powell's potential removal [12][16] - Market expectations indicate that traders anticipate the Fed will be more aggressive in cutting rates next year, with a projected 75 basis points cut compared to earlier expectations of 25 basis points [12][17] Group 3: Meta's AI Leadership Appointment - Meta appointed Shengjia Zhao, a key figure in the development of ChatGPT, as the Chief Scientist of its Superintelligence Lab, reporting directly to CEO Mark Zuckerberg [20][21] - Zhao's appointment is part of Meta's significant investment in AI, with Zuckerberg committing to invest "tens of billions" in AI infrastructure [21] - The establishment of the Superintelligence Lab aims to gather top AI researchers to focus on next-generation foundational models and AI products [21] Group 4: International Conflicts and Trade Discussions - Ongoing border conflicts between Thailand and Cambodia have resulted in 32 deaths, with both sides accusing each other of initiating hostilities [22][24] - The upcoming meeting between U.S. and EU leaders on July 27 is set to address trade cooperation and disputes, with Trump indicating a 50% chance of reaching a trade agreement [27] - The EU has prepared countermeasures against U.S. tariffs, including a plan to impose retaliatory tariffs on $93.1 billion worth of U.S. products if no agreement is reached by August 7 [27]