特朗普杀向美联储！硬刚鲍威尔降息，华尔街已提前开香槟

Group 1 - The article discusses President Trump's public confrontation with Federal Reserve Chairman Jerome Powell regarding the rising renovation costs of the Fed's headquarters, which Trump claims increased from $2.5 billion to $3.1 billion [10][12]. - This confrontation is interpreted as an attempt by Trump to pressure Powell into lowering interest rates from the current range of 4.25%-4.5% to 1%, aiming to reduce government borrowing costs ahead of the election [12][14]. - The event highlights a significant challenge to the independence of the Federal Reserve, with Trump's actions seen as a direct attack on the institution's autonomy [18]. Group 2 - The European Central Bank, led by Christine Lagarde, has decided to maintain interest rates and is currently in a "wait-and-see" mode due to uncertainties surrounding U.S. trade policies [2]. - Intel's recent actions, including exceeding second-quarter revenue expectations and cutting investments in chip factories, signal that the tech industry is feeling pressure and is preparing for potential economic challenges [2]. - The luxury goods sector, represented by LVMH, is also experiencing a downturn, with sales declining and demand in the Japanese market weakening, indicating broader economic struggles [2]. Group 3 - JPMorgan's trading division remains optimistic about the U.S. stock market, citing progress in trade agreements, positive economic data, and a resurgence in merger activities as factors that could sustain market growth [4]. - However, there are concerns about whether stock prices are overvalued and the potential for a repeat of the "meme stock" bubble, although JPMorgan dismisses these worries as unfounded [4]. - The article suggests that if macroeconomic data continues to be strong and a trade agreement is reached between the U.S. and Europe, the market could see significant upward movement [4].