美联储降息救市！7月26日，今日爆出的五大消息已袭来！

Core Viewpoint - The article discusses the precarious situation of the Federal Reserve under Chairman Jerome Powell, highlighting rising inflation, political pressures, and internal divisions within the Fed, which could lead to significant market implications and potential changes in leadership [1][4][10]. Inflation and Economic Indicators - The latest inflation report shows a core CPI increase of 2.9% year-on-year in June, exceeding the Fed's 2% target, indicating a troubling inflationary trend [1]. - The overall CPI rose by 2.7% year-on-year in June, marking a four-month high, with significant price increases in clothing (0.4%), furniture (1%), and household appliances (1.9%) [2]. - "Super core inflation," excluding food, energy, and housing, increased by 0.12%, significantly higher than the previous months' increases of 0.01% and 0.07% [2]. Federal Reserve's Internal Dynamics - The June meeting minutes reveal a split among Fed officials into three factions: a minority advocating for immediate rate cuts, a majority opting for a wait-and-see approach, and a strong faction opposing any rate cuts until at least 2025 [3]. - The probability of a rate cut in September dropped from 65% to 58%, and the likelihood of two rate cuts this year fell from 93% to 76% [3]. Political Pressures and Market Reactions - President Trump publicly suggested a drastic rate cut of 300 basis points and questioned Powell's position, leading to a spike in the probability of Powell's dismissal from 16% to 26% within hours [4]. - Following Trump's comments, gold prices surged by $20, while the dollar index fell by 25 points, indicating market volatility in response to political statements [4]. Global Trade and Economic Implications - The U.S. is facing escalating trade tensions, with Trump imposing a 30% tariff on Mexico, prompting retaliatory responses from other nations, including the EU [6]. - The U.S. Treasury issued a record $1.2 trillion in net debt in Q2, with projections for Q3 borrowing to rise to $554 billion, reflecting a concerning trend in national debt accumulation [6]. Currency and Monetary System Challenges - Countries are increasingly moving towards de-dollarization, with Brazil's president announcing trade without the dollar and the EU accelerating efforts to establish a trade network independent of the dollar [8]. - Central banks globally accumulated 280 tons of gold in the first half of the year, the highest in two decades, signaling a loss of confidence in the dollar [8].