降息预期来了，美股暴涨

Market Overview - The U.S. stock market experienced a significant rebound, with major indices recovering from previous declines caused by economic concerns and new tariffs from the Trump administration. The Dow Jones increased by over 400 points, the Nasdaq rose nearly 2%, and the S&P 500 gained over 1% [2] - The latest employment data indicated a substantial slowdown in job growth, which has heightened expectations for the Federal Reserve to lower interest rates to support the economy [2][3] Federal Reserve and Economic Outlook - President Trump is expected to announce new appointments to the Federal Reserve Board and the employment data statistics head, which could influence economic policy. The rising unemployment rate and slowing job growth are leading to increased speculation about potential interest rate cuts in September [3] - Analysts suggest that while the current optimism in the market may be short-lived, the 4.2% unemployment rate still reflects a strong labor market. Upcoming consumer price index (CPI) data is anticipated to show a rise in inflation, complicating the Fed's task [3] - Morgan Stanley's chief U.S. equity strategist believes that any market pullback should be viewed as a buying opportunity, as the Fed is likely to shift towards rate cuts in the future [3] Berkshire Hathaway and Kraft Heinz - Berkshire Hathaway's stock price fell over 3% following the announcement of a $3.8 billion impairment related to its investment in Kraft Heinz, marking a rare setback for Warren Buffett. The book value of Berkshire's stake in Kraft Heinz has decreased from over $17 billion at the end of 2017 to $8.4 billion [6][9] - Kraft Heinz has faced challenges due to inflation and a shift in consumer preferences away from packaged foods, leading to a stock price decline of over 10% this year. The company is considering splitting its business into new entities [9]