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美国统计局长涉嫌操纵就业数据,被特朗普解雇
Sou Hu Cai Jing·2025-08-05 01:29

Core Viewpoint - The global financial markets experienced significant volatility due to a series of tweets from former President Trump, leading to an unprecedented 18% drop in copper prices, the largest single-day decline since 1986 [1][3]. Group 1: Market Reactions - On July 31, global copper prices fell sharply, impacting commodity markets and leading to slight declines in global stock markets [1][2]. - The sudden drop in copper prices was attributed to Trump's announcement that only semi-finished copper products would be subject to tariffs, excluding raw materials [3][4]. - Following the announcement, major banks like Citibank and Morgan Stanley issued reports predicting a drastic reduction in U.S. copper imports and a significant drop in copper prices [3][4]. Group 2: Employment Data Manipulation - Trump accused the former head of the U.S. Bureau of Labor Statistics of manipulating employment data to benefit political interests, leading to her dismissal [9][12]. - The revised employment data revealed a much worse job market than previously reported, indicating a severe economic downturn [12][9]. - The manipulation of employment statistics was cited as a reason for the Federal Reserve's decision to maintain interest rates, which Trump argued was detrimental to the economy [12][4]. Group 3: Federal Reserve and Interest Rates - The Federal Reserve's decision to keep interest rates unchanged added pressure to global markets, although it was largely anticipated [4][7]. - Trump's reaction to the Fed's decision included calls for resignations and accusations of mismanagement, which contributed to market uncertainty [17][19]. - The probability of a rate cut increased significantly following Trump's comments, leading to a drop in the U.S. dollar index and increased volatility in the markets [17][19]. Group 4: A-shares Market Response - Despite global market declines, the A-shares market showed resilience, with expectations of minimal impact from the U.S. market's volatility [23][26]. - The A-shares market had previously experienced a strong upward trend, and the recent adjustments were viewed as a healthy correction rather than a panic response [23][28]. - The anticipated U.S. rate cuts and the subsequent release of capital were seen as potential long-term benefits for the A-shares market [28][27].