Group 1 - The U.S. Treasury Secretary, Becerra, publicly expressed dissatisfaction with Federal Reserve Chairman Powell, criticizing the lack of a clear agenda for interest rate cuts, highlighting increasing divergence between the U.S. government and the Federal Reserve on monetary policy [3] - Becerra stated that current interest rates are "restrictively high" and need to be lowered, expressing surprise that Powell did not signal at least a 100 to 150 basis point cut by year-end [3] - Powell's remarks indicated that stock market valuations are "quite high," and he reiterated the dual challenges of rising inflation and declining employment, without clearly stating whether there would be a rate cut in October [6] Group 2 - According to CME's "FedWatch," the probability of the Federal Reserve maintaining interest rates in October is 7%, while the probability of a 25 basis point cut is 93% [6] - For December, the probability of maintaining rates is 1.3%, with a cumulative 25 basis point cut probability of 22.5% and a 50 basis point cut probability of 76.2% [6][7] - The market currently anticipates that the Federal Reserve will cut rates by 25 basis points in both October and December, indicating a total potential cut of 50 basis points for the year [7] Group 3 - A-shares experienced a significant rally, with all major indices closing higher, and the ChiNext index rising over 2%, driven by a surge in semiconductor stocks and new energy shares [8] - The total market turnover exceeded 2.34 trillion, with a decrease of nearly 170 billion compared to the previous trading day [7] - Notable stocks included Alibaba, which surged nearly 10%, reaching its highest level since August 2021, and semiconductor stocks like SMIC hitting historical highs [8]

Group 1 - In July, foreign investors' total holdings of U.S. Treasury securities reached a record high, with the UK increasing its holdings by $41.3 billion to $899.3 billion [1] - Canada saw a significant reduction in its U.S. Treasury holdings, decreasing by $57.1 billion to $381.4 billion [1] - India's holdings of U.S. Treasury securities continued to decline, dropping by $7.7 billion to $219.7 billion amid ongoing trade disputes with the U.S. [1] Group 2 - Japan's holdings of U.S. Treasury securities increased by $3.8 billion to $1.1514 trillion, maintaining its position as the largest foreign holder [2] - Despite market concerns, both private and official investors net purchased U.S. Treasury notes and long-term bonds in July [2]

在 特朗普关税风暴席卷全球之际，日美贸易谈判正加速升温，东京首席谈判代表赤泽亮正表示双方目标在6月达成协议，但谈判路径布满荆棘。 据媒体报道，在结束最新一轮华盛顿会谈后，日本经济产业省大臣赤泽亮正表示， 日美双方预计将在5月中旬加快贸易谈判节奏，目标是在6月达成协议。 赤泽周四在华盛顿对记者说："我们能够就扩大双边贸易、非关税措施和经济安全合作等话题进行具体讨论，我们同意安排下一次高级别会议，目标是从5月中 旬开始加速谈判。" 本轮谈判历时130分钟，尽管赤泽声称会议"坦率开放"，但他也承认"许多讨论领域仍需具体化"。 赤泽强调"谈判作为一揽子计划处理"，并表示"理解美国希望在90天窗口期内与各国达成某种协议"。 日本财务大臣加藤胜信 罕见暗示 可能利用日本庞大的美债持仓作为谈判筹码，为投资者敲响警钟 。 日元、日本汽车制造商及相关供应链企业面临显著波动风 险 ，美债市场或成为下一个战场。 日本面临严峻挑战，汽车业处于风暴中心 谈判出现了新的转折点，彭博社报道，日本财务大臣加藤胜信周五在电视东京节目中暗示可能利用日本庞大的美国国债持有量作为谈判筹码，这个表态令市场 震惊。 "它确实存在作为一张牌，"加藤说，" ...