美联储降息救市！8月16日，今日爆出的1五大消息已全面袭来

Core Viewpoint - The article discusses the potential decline of the US dollar's dominance, triggered by a $37 trillion national debt and escalating tensions between the White House and the Federal Reserve, as global central banks rapidly accumulate gold reserves [1][3]. Group 1: Economic Indicators - The second quarter GDP data appears strong, but the growth is primarily due to a decrease in imports, with domestic demand growth at its lowest in two and a half years [3]. - The private sector added 104,000 jobs in July, exceeding expectations, but the drop in unemployment is mainly due to a reduction in labor supply rather than increased demand [3]. - Interest payments on national debt are projected to exceed $1 trillion, meaning that one out of every four dollars in federal tax revenue will be used for debt servicing [3]. Group 2: Federal Reserve Dynamics - A heated nine-hour meeting at the Federal Reserve resulted in a 9-2 vote against an immediate 25 basis point rate cut, marking the first time in over 30 years that two board members publicly opposed the chair's decision [5]. - President Trump made an unprecedented visit to the Federal Reserve, indicating rising tensions between the White House and the central bank, with discussions about selecting a new Fed chair already underway [5][6]. - The likelihood of a 25 basis point rate cut in September is estimated at 62.6%, with predictions of multiple cuts if a new chair is appointed [8]. Group 3: Market Reactions - The Nasdaq index reached a historic high, with Nvidia's stock price rising 1.87% and its market capitalization surpassing $4.3 trillion [6]. - Gold futures prices surged past $3,444 per ounce, and the largest silver ETF saw a single-day increase of 347.58 tons, the largest in 15 months [6]. - The Deutsche Bank trading floor issued warnings that if Powell were to be dismissed, the dollar could plummet by 3%, leading to a 40 basis point increase in long-term Treasury yields [1][5]. Group 4: Global Financial Landscape - Global central banks sold $36 billion in US Treasuries in April and accumulated 280 tons of gold in the first half of the year, the highest in two decades [5]. - The dollar's reserve share has dropped from 72% to 58%, while the ASEAN's renminbi settlement rate surged to 38% [5]. - The UK central bank is testing extreme scenarios of a complete collapse of the dollar swap market, indicating significant concerns about the dollar's stability [5].