帮主郑重：美联储内讧炸锅！30年罕见分裂，三把镰刀悬顶

Group 1 - The Federal Reserve is experiencing significant internal conflict, with two governors, Waller and Bowman, opposing the decision to maintain interest rates, marking the first time in 30 years that two governors have publicly challenged the Fed Chair Powell [1][3] - The political influence on the Federal Reserve is highlighted, as both Waller and Bowman were nominated by Trump, who has openly criticized Powell and suggested potential successors, indicating that the Fed's independence is under threat [3] - Inflation concerns are rising, with the Fed's minutes indicating that tariffs could act as a "time bomb" for inflation, particularly with Trump's proposal to impose a 300% tariff on semiconductors, which could lead to increased prices across various sectors [3] Group 2 - The stock market is showing signs of a valuation bubble, with Oak Tree Capital's Marks warning that the S&P 500's price-to-earnings ratio is at historical highs, comparable to the dot-com bubble of 1999 [3] - Labor data has been revised downwards, with a reduction of 250,000 jobs for May and June, suggesting that the economic foundation may be weakening [3] - Recommendations for retail investors include avoiding high-PE stocks, focusing on defensive assets like healthcare ETFs, utilities, and gold, and holding cash for potential market dips [4]