美联储大消息！特朗普发声，美股、黄金拉升

Group 1: Market Performance - Major tech stocks experienced a broad rally, with Google rising over 4% and becoming the fourth U.S. publicly traded company to surpass a market capitalization of $3 trillion. Tesla and Oracle also saw increases of over 3% [3] - Popular Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index closing up 0.87%. Li Auto increased over 6%, Bilibili over 5%, NIO over 4%, Xpeng over 2%, and Alibaba, Pinduoduo, and NetEase each rose over 1% [3] Group 2: Federal Reserve Expectations - The Federal Reserve is set to hold a monetary policy meeting this week, with market expectations for a resumption of the easing cycle significantly increasing. According to CME's "FedWatch," the probability of a 25 basis point rate cut this week is 95.9%, while a 50 basis point cut is at 4.1% [3] - The dollar index, which measures the dollar against six major currencies, fell by 0.26%, closing at 97.300 [3] - Increased expectations for a rate cut by the Federal Reserve have driven international gold prices higher, with spot gold rising 1% during the session, surpassing $3680 per ounce, setting a new historical high [3] Group 3: Political Influence on Monetary Policy - Former President Trump stated on Truth Social that Federal Reserve Chairman Jerome Powell must cut rates now, and by a larger margin than he envisions. Analysts suggest that the key question for the Fed's meeting on Wednesday is whether it will counter the market's expectations for consecutive rate cuts [4] - Goldman Sachs' Chief U.S. Economist David Mericle indicated that the key issue for the September FOMC meeting is whether the committee will suggest that this could be the beginning of consecutive rate cuts, expecting the statement to mention a softening labor market but not change policy guidance or imply a rate cut in October [4] Group 4: Trade Policy Changes - The Trump administration announced a reduction in import tariffs on Japanese cars to 15%, effective from 12:01 AM Eastern Time on the 16th [4] - Japan's Ministry of Finance reported that from April to June, Japan's exports to the U.S. declined for three consecutive months due to U.S. tariff policies, with the decline rate expanding. Following negotiations, Japan and the U.S. reached a trade agreement to lower the auto tariff rate [5]