特朗普收到两个坏消息，日本投下金融核弹，美联储放风降息暂停

Group 1 - The Federal Reserve announced a 25 basis point interest rate cut in September, which was initially seen as a victory for Trump, but he remained unusually quiet about it [1][5] - Trump's strategy to influence the Federal Reserve by appointing his ally, Milan, to the board backfired as Milan was the only one to vote for a 50 basis point cut, while 11 others voted for the 25 basis point cut [2][4] - The Federal Reserve's decision to cut rates was based on economic data rather than political pressure, indicating a unified stance against Trump's influence [5][4] Group 2 - Japan's central bank announced it would begin selling off its substantial holdings in ETFs, signaling a shift away from its previous aggressive monetary policy [7][9] - This move by Japan could lead to a decrease in demand for U.S. Treasury bonds, as Japanese capital may flow back to Japan, undermining the impact of the Federal Reserve's rate cuts [9][11] - The announcement from Japan created turmoil in the U.S. bond market, causing yields to rise and prompting speculation that the Federal Reserve may pause further rate cuts to assess Japan's intentions [11][13]