美联储降息救市！今日爆出的五大消息已全面袭来

Core Viewpoint - The article discusses the growing tensions surrounding the U.S. economy, particularly focusing on inflation, interest rates, and the implications of political interference in the Federal Reserve's independence, which threaten the dominance of the U.S. dollar [1][10]. Economic Indicators - The U.S. core CPI rose by 2.9% year-on-year in June, significantly exceeding the Federal Reserve's target of 2% [3]. - The June CPI data showed a 2.7% year-on-year increase, marking a four-month high, with notable price increases in clothing, furniture, and household appliances [3]. - The 30-year U.S. Treasury yield reached 5.01%, indicating rising borrowing costs [1][8]. Federal Reserve Dynamics - The Federal Reserve is experiencing internal divisions, with 19 decision-makers split into three camps regarding interest rate policies: those advocating for no cuts, those supporting two cuts, and those calling for an immediate cut [8]. - Dallas Fed President Logan warned of stagflation risks and insisted on maintaining high interest rates for at least 6 to 12 months [3]. Political Influence - President Trump publicly demanded a 300 basis point rate cut and hinted at the possibility of dismissing Fed Chair Powell, which led to significant market volatility [5]. - Trump's comments resulted in a surge in gold prices and a drop in the dollar index, reflecting market reactions to potential political interference in monetary policy [5]. Trade and Tariff Impacts - The U.S. government's imposition of a 30% tariff on Mexico has escalated tensions, prompting strong responses from the Mexican government and potential retaliatory measures from the EU [7]. - A survey indicated that 88% of manufacturing firms and 82% of service firms plan to pass tariff costs onto consumers, highlighting the broader economic impact of trade policies [3]. Debt and Currency Concerns - The U.S. national debt has reached $37 trillion, with interest payments projected to exceed $1 trillion by 2025, consuming 25% of federal tax revenue [8]. - There is a growing trend of global central banks selling U.S. Treasuries, with predictions that the national debt could exceed $43 trillion by 2028 [8]. - Countries are increasingly exploring alternatives to the dollar, with Brazil's president suggesting trade without using the dollar and the EU accelerating efforts to establish a "de-dollarization" trade network [8].