深夜，美联储狠狠扇了世界一巴掌

Group 1 - The Federal Reserve's interest rate cut expectations have decreased from 90% to 89%, indicating a significant market reaction despite the small percentage change [3] - Trump's recent nomination of Milan to the Federal Reserve Board is expected to exert more control over the Fed, yet the market remains skeptical about Milan's influence [3] - St. Louis Fed President Musalem, who has voting rights this year, emphasized that while the labor market is close to full employment, the inflation target has not been met, suggesting that conditions for a rate cut are not satisfied [3] Group 2 - A report titled "Global Market Strategy: Entering the Fog, Storm Approaching" predicts significant market movements for A-shares, U.S. stocks, gold, and the dollar on the evening of August 12 [4] - The report highlights a divergence in capital flows, with foreign investors buying while domestic investors are withdrawing, raising concerns about the implications for the A-share market [4] - The report warns of a critical point for the S&P 500, suggesting that a specific level could indicate a market bubble, advising caution before this threshold is reached [4]