【真灼财经】美降息预期振风险资产；中国贷款数据萎缩

Group 1 - The Federal Reserve is expected to cut interest rates by 25 basis points in September, with U.S. Treasury Secretary suggesting a 50 basis point cut initially, totaling at least 150 basis points [1][4][9] - U.S. stock markets, including the S&P 500 and Nasdaq, reached record highs, driven by expectations of an upcoming monetary easing cycle by the Federal Reserve [2][6] - The U.S. dollar has declined for two consecutive days as rate cut expectations intensified, contributing to a sell-off in the currency [2][9] Group 2 - Oil prices have dropped to a two-month low due to pessimistic supply forecasts from the U.S. government and the International Energy Agency (IEA), which predicts a record oversupply in the global oil market next year [2][5][9] - Gold prices have increased, supported by a weaker dollar and declining U.S. Treasury yields, as traders ramp up bets on Federal Reserve rate cuts [2][9] - The U.S. Treasury yields have decreased, with the 2-year, 5-year, and 10-year yields showing daily declines of 2.49%, 1.95%, and 1.22% respectively [3]