Group 1: Trade Relations - The U.S. has extended the suspension of tariffs on Chinese goods for an additional 90 days, effective from August 12, 2025, while retaining a 10% tariff on certain products [1][2] - In response, China will also suspend the implementation of a 24% tariff on U.S. goods for 90 days starting August 12, 2025, while keeping a 10% tariff in place [2][3] Group 2: Monetary Policy - The Federal Reserve is nearing a decision to lower interest rates, with a 94.4% probability of a 25 basis point cut in September, as indicated by San Francisco Fed President Daly [4][6] - The upcoming U.S. Consumer Price Index (CPI) data, to be released on August 12, 2025, is critical for determining the Fed's interest rate decision, as it serves as a key reference for Fed Chair Powell [7][8] Group 3: Market Reactions - There is a significant expectation gap in the market regarding the likelihood of a rate cut, with potential volatility anticipated following the CPI release [9][12] - The recent decline in gold prices and the strengthening of the U.S. dollar indicate a shift in investor sentiment away from safe-haven assets, suggesting reduced expectations for an imminent rate cut [11][12]
警惕！今晚市场会有一场风暴！
Sou Hu Cai Jing·2025-08-12 05:12