美联储降息救市！今日凌晨五大消息已正式发酵

Core Points - The Federal Reserve's decision to maintain interest rates at 4.25% marks the fifth consecutive hold since the rate cut cycle began in September 2024, reflecting ongoing economic uncertainty [2] - The U.S. economy shows conflicting signals, with GDP growth masking a significant drop in domestic demand, and the labor market exhibiting a paradox of job creation alongside a declining unemployment rate due to reduced labor supply [3] - The political landscape is volatile, with former President Trump's tweet demanding a 300 basis point rate cut causing market turmoil and speculation about the Fed Chair's job security [4][6] - The Federal Reserve's internal debate over interest rates has reached a historic level of division, with a 9-2 vote reflecting significant dissent among board members, the first such occurrence in 32 years [8] - Global financial dynamics are shifting, with central banks selling U.S. Treasuries and accumulating gold, indicating a loss of confidence in the dollar and a trend towards de-dollarization [9] - The stock market is experiencing a split, with the Dow Jones index declining nearly 1% while the Nasdaq reaches a new all-time high, driven by tech stocks like Nvidia and Tesla [10] - Precious metals markets are witnessing significant activity, with gold futures surpassing $3444 per ounce and a notable increase in silver ETF holdings, suggesting a market bet on future monetary easing [12] - Market expectations for interest rate cuts are rising, with a 62.6% probability of a cut in September and predictions of multiple cuts if economic conditions worsen [14]