深夜突发！美联储，降息大消息！

Core Viewpoint - The expectation for a Federal Reserve interest rate cut in September has changed, with market participants now estimating a 70% probability of a rate cut during the upcoming meeting [1]. Group 1: Federal Reserve Actions and Statements - The Federal Reserve's July meeting minutes indicated concerns about the labor market and inflation, with most officials believing it is too early to cut rates [1][5]. - Cleveland Fed President Loretta Mester stated she would not support a rate cut if a decision were to be made immediately, citing persistent high inflation [4]. - Atlanta Fed President Raphael Bostic expressed that only one rate cut this year would be appropriate, emphasizing the need for consistent direction in policy actions [4][6]. Group 2: Market Reactions - U.S. stock markets experienced slight declines, with the S&P 500 index falling for the fifth consecutive day, and Walmart's stock dropped over 4% despite exceeding sales expectations [1]. - In contrast, Chinese assets saw significant gains, with the Chinese concept stock index rising over 1%, and companies like Xpeng and NIO experiencing stock increases of over 10% [2]. Group 3: Investigations and Controversies - The U.S. Department of Justice is planning to investigate Fed Governor Lisa Cook, urging Fed Chair Powell to remove her from the board [4]. - Cook has publicly stated her intention to remain on the board, asserting that she will not resign due to external pressures [4].