Core Viewpoint - The financial markets are experiencing turmoil due to President Trump's demands for the Federal Reserve to cut interest rates, leading to significant volatility in various financial indicators and a potential shift in U.S. monetary policy [1][3][4]. Group 1: Federal Reserve and Monetary Policy - The Federal Reserve is facing a critical situation with $37 trillion in debt interest payments consuming a quarter of federal tax revenue, raising concerns about economic stability [3]. - The FOMC meeting revealed a split within the Federal Reserve, with two dissenting votes calling for an immediate 25 basis point rate cut, marking the first such occurrence in over 30 years [4]. - Economic indicators are conflicting, with a rise in core CPI to 2.9% while PCE inflation remains near target levels, complicating the Fed's decision-making process [3][4]. Group 2: Market Reactions and Predictions - Following Trump's initial call for a rate cut, the probability of Powell's dismissal surged from 16% to 26%, and gold prices increased by $20 per ounce, while the dollar index fell by 25 points [3]. - The market is divided, with the Dow Jones index dropping nearly 1% while the Nasdaq reached a historic high, indicating contrasting investor sentiments [7][11]. - Predictions suggest that if non-farm employment growth slows to 100,000, the dollar's dominance could face significant challenges, with some analysts forecasting multiple rate cuts under a new Fed chair [9]. Group 3: International Trade and Economic Impact - The U.S. government has imposed new tariffs on Indonesian products and escalated trade tensions with Mexico, while also negotiating lower tariffs with the EU in exchange for commitments to purchase U.S. energy products [5]. - The global central banks have significantly reduced their holdings of U.S. Treasuries and increased gold reserves, indicating a shift away from dollar reliance [7]. - The trade landscape is evolving, with ASEAN countries increasing their use of the yuan for transactions, reflecting a broader trend of "de-dollarization" [7].
美联储降息救市!8月11日,今日爆出五大消息已袭来!
Sou Hu Cai Jing·2025-08-11 21:43