美联储投下“深水炸弹”，人民币变盘，美专家：两种资产将崩溃

Group 1 - The article discusses the looming financial storm in the U.S. as the Federal Reserve's independence is questioned, which could lead to a devaluation of the dollar [2][10] - Concerns are raised about the potential consequences of the Federal Reserve lowering interest rates, which could trigger a collapse in certain asset classes [2][12] - The article highlights the recent bilateral currency swap agreements between the People's Bank of China and several European central banks, indicating a significant step towards the internationalization of the renminbi [3][5] Group 2 - The currency swap agreements amount to 350 billion renminbi, equivalent to 45 billion euros, 150 billion renminbi, or 17 billion Swiss francs, and 40 billion renminbi, or 1.9 trillion Hungarian forints [5] - The article notes that the U.S. federal debt has surpassed 7 trillion dollars, with projections indicating it could reach 150 trillion dollars in 30 years [5] - The potential for a 1% decrease in interest rates could save the U.S. government hundreds of billions in annual interest payments, while historically, rate cuts have led to stock market increases [8][12] Group 3 - The article mentions that the market is almost certain that the Federal Reserve will lower rates in September, with a significant chance of a 50 basis point cut [12] - Concerns about the Federal Reserve's independence have led to a weakening of the dollar, benefiting the renminbi and potentially leading to a rapid appreciation of Chinese assets [12][14] - The weakening dollar is prompting a shift in global capital towards Chinese assets, as they are seen as undervalued [14][16]