【真灼财经】中美或延长关税休战期；美联储理事Waller被看好接替鲍威尔

Group 1 - The White House Economic Council Chairman Miran has been nominated by Trump to serve as a Federal Reserve Governor, with a term lasting until January next year [1][4] - Trump's advisors believe that Federal Reserve Governor Waller is the most suitable candidate to succeed Powell as Chairman [1][4] Group 2 - The U.S. stock market saw the Dow Jones Industrial Average and S&P 500 index close lower, primarily due to a significant drop in Eli Lilly's stock price, while the Nasdaq reached a record closing high [2] - U.S. Treasury yields experienced slight increases amid volatile trading, with the 2-year Treasury yield at 3.7279% and the 10-year Treasury yield at 4.2500% [3] - Oil prices have declined for six consecutive days, influenced by expectations of a diplomatic resolution to the Ukraine conflict following news of a meeting between Putin and Trump [2][3] Group 3 - The number of Americans filing for unemployment benefits has risen to the highest level since the end of 2021, indicating a cooling labor market [4] - U.S. productivity rebounded in Q2, which may help mitigate wage-related inflation pressures [4] - The Atlanta Fed President anticipates a potential interest rate cut within the year, while tariffs continue to impact inflation [4] Group 4 - The U.S. Treasury Secretary indicated that there may be future tariffs on Russian oil imports to China [7] - The Bank of England has lowered interest rates to a two-year low amid significant disagreements among committee members [5]