Group 1 - The Federal Reserve Chairman Jerome Powell hinted at potential interest rate cuts in the coming months despite rising inflation risks, which positively impacted the US stock market with significant gains across major indices [1][2] - The Dow Jones Industrial Average rose by 859.5 points (1.95%), the S&P 500 increased by 97.5 points (1.53%), the Nasdaq gained 396.22 points (1.88%), and the Russell 2000 surged by 87.85 points (3.86%) on the same day [1] - Over the past month, the major US stock indices have shown increases of 1.63%, 1.23%, 1.84%, and 4.48%, indicating a shift in investor sentiment towards small-cap stocks [1] Group 2 - Powell expressed concerns about a rapidly slowing job market, suggesting that the anxiety surrounding employment issues outweighs inflation worries, thus making rate cuts necessary [2] - He acknowledged that while the job market appears stable, both supply and demand are significantly slowing, which could lead to worse-than-expected employment conditions [2] - Powell's remarks indicate a shift in the Fed's approach, as he no longer emphasizes data dependency for monetary policy adjustments, reflecting a need for proactive measures in light of changing economic conditions [4] Group 3 - The high tariff levels are expected to have long-term impacts on US production and consumption, contributing to persistent inflationary pressures [5] - The core Consumer Price Index (CPI) for the first seven months of the year showed an upward trend, with increases of 3.3%, 3.1%, 2.8%, 2.8%, 2.8%, 2.9%, and 3.1% respectively, indicating ongoing inflation concerns [5] - Major retailers like Walmart and Target have begun to feel the strain from tariff costs, with Walmart considering price increases and Target lowering its revenue forecasts [6] Group 4 - The performance of major tech companies has shown signs of fatigue, with stock price changes for giants like Nvidia, Microsoft, and Amazon reflecting a downward trend, while the Russell 2000 index has risen [7] - Investors are becoming cautious, as evidenced by the recent stock performance of tech giants, indicating a potential shift in market dynamics [7] - The upcoming US non-farm payroll report is anticipated to be crucial for investors, as poor data could increase the likelihood of further rate cuts [7]