美联储大消息！关税突发！黄金走低！

Group 1 - Weak employment data has led Wall Street traders to bet heavily on the Federal Reserve lowering interest rates in September [2] - The Nasdaq China Golden Dragon Index fell by 0.29%, with notable declines in companies such as Zai Lab (over 6%), NIO (nearly 4%), and XPeng Motors (over 2%) [2] - Spot gold prices reached a high of $3,578.38 yesterday but opened slightly lower today, with COMEX gold down over 0.6% [2] Group 2 - Canadian Prime Minister Justin Trudeau indicated that the U.S. is unlikely to lift tariffs in the near term, despite positive discussions with President Trump [4] - The Federal Reserve's economic survey reported price increases related to tariffs across all Federal Reserve districts from mid-July to the end of August, with many companies passing on cost increases to customers [4] - Many households are experiencing stagnant or declining consumer spending due to rising prices outpacing wage growth, as reported by the Federal Reserve [4] Group 3 - St. Louis Fed President Alberto Musalem highlighted the increasing downside risks to the U.S. labor market and the impact of a weak housing market on the economy [5] - Musalem stated that the current policy interest rate is moderately restrictive and is aligned with a fully employed labor market, exceeding the Fed's 2% inflation target by nearly one percentage point [5] Group 4 - Minneapolis Fed President Neel Kashkari noted that there is room for the Fed to lower short-term interest rates, although he did not specify when this might occur [6] - Kashkari expressed confidence that the cooling trend in the labor market may continue moderately, while acknowledging the challenges the Fed faces in balancing inflation and employment [6]