美联储降息救市！8月5日，今日凌晨五大消息已正式发酵

Core Viewpoint - The article discusses the brewing financial storm influenced by President Trump's pressure on the Federal Reserve to cut interest rates, highlighting the internal divisions within the Fed and the global market reactions to these developments [2][3][10]. Group 1: Federal Reserve Dynamics - President Trump called for an immediate 300 basis point rate cut, claiming inflation is "very low," which led to a surge in market speculation about the potential firing of Fed Chair Powell [2]. - The Federal Reserve is facing unprecedented internal dissent, with members Waller and Bowman advocating for a 25 basis point rate cut, marking a significant split not seen in over 30 years [3][10]. - The Fed's meeting revealed a 96.9% probability of maintaining rates in July, while the expectation for a September cut rose to 62.6%, indicating a shift in market sentiment [2][3]. Group 2: Market Reactions - Following Trump's comments, gold prices surged by $20, while the dollar index fell by 25 points, reflecting immediate market volatility [2]. - The bond market reacted sharply, with the 30-year Treasury yield surpassing 5%, indicating a new era of high interest rates, which could cost the U.S. government an additional $360 billion annually for every 1% increase [6][10]. - The technology sector saw a boost, with Nvidia's stock rising 4% after announcing the approval of AI chip exports to China, contrasting with the overall market's mixed performance [6]. Group 3: Global Economic Implications - A significant trend of "de-dollarization" is emerging, with central banks globally increasing gold reserves by 280 tons in the first half of the year, the highest in two decades [7]. - The financial markets are experiencing turbulence, with the COMEX gold futures reaching a historical peak of $3,444 per ounce, while silver prices also surged [7]. - The potential for a major economic shift is highlighted by analysts predicting that the new Fed chair could push for four rate cuts, intensifying the scrutiny on upcoming employment data [13].