深夜！特朗普，关税突发！

Group 1: Tariff Announcement - President Trump announced new tariffs on six countries, with rates of 30% for Algeria, Libya, and Iraq, 25% for Brunei and Moldova, and 20% for the Philippines [4][6] - The tariff rates are largely consistent with Trump's earlier announcements, with Iraq's rate reduced from 39% and the Philippines' increased from 17% to 20% [6] - Trump extended the negotiation deadline to August 1, creating uncertainty about the actual implementation of these tariffs [6][8] Group 2: Market Reaction - U.S. stock markets rose, with the S&P 500 index driven by the technology sector, and Nvidia reaching a market capitalization milestone of $4 trillion [10][12] - The Dow Jones is close to its historical high, with the Nasdaq and S&P 500 also showing gains [11] - Traders appear to be downplaying the impact of the new tariffs, believing there is still room for negotiation [13] Group 3: Federal Reserve Insights - Traders are awaiting the release of the Federal Reserve's June meeting minutes for insights on interest rate adjustments amid current market volatility [15] - Market expectations indicate a nearly complete pricing in of two rate cuts by the end of the year, with a 65% probability for the first cut in September [17] - Goldman Sachs anticipates that the Fed may lower rates sooner than previously expected due to evidence showing the impact of tariffs is less than anticipated [18]