涨，涨，涨，大幅降息传言

Group 1 - The market is experiencing a "dollar up, everything down" pattern, leading to a potential rise in risk assets that ignore fundamentals [1] - Treasury Secretary Yellen has called for significant interest rate cuts from the Federal Reserve, suggesting a 50 basis point cut in September and a total reduction of 150 to 175 basis points [2] - Trump's stance is even more aggressive, advocating for a reduction of 300 to 400 basis points, which would effectively bring rates to zero [3] Group 2 - Market expectations for a 25 basis point cut in September are now at 100%, with a total anticipated reduction of 62 basis points over the remaining meetings this year [3] - The Federal Reserve has pushed back against the idea of significant rate cuts, with Atlanta Fed President Bostic indicating that a rate cut is not expected until 2025 [4] - The interplay between the Treasury and the Federal Reserve resembles a scripted performance, where the Treasury raises expectations while the Fed moderates them to prevent market overheating [4] Group 3 - Gold is showing signs of preparing for a new round of volatility, with recent price movements reflecting market sentiment [5]