Recently, the remarks of Fed officials have sparked new speculation in the market about the direction of future monetary policy. A senior official hinted that every remaining meeting this year may consider rate cuts, a statement that has driven the market's expectations for a possible rate cut in September to over 94%. In addition, there are reports that Trump will announce his personnel appointment decisions regarding the Fed and the Bureau of Labor Statistics in the near future.

At the same time, the global trade landscape is undergoing subtle changes. While countries have softened their positions on reciprocal tariffs, easing some tensions in international trade, new challenges are emerging. In particular, India is facing a tricky situation. With the important deadline of August 8 approaching, the country is under increasing pressure regarding its imports of Russian oil. This situation highlights the complexity of the global energy market and the ongoing impact of geopolitical factors on international trade.

These developments indicate that although there are some positive signs in the global economic environment, uncertainty remains. Potential changes in monetary policy could have a profound impact on financial markets, while the evolution of trade relations may reshape the global economic landscape. How countries balance domestic demand with international pressures in this dynamic environment will be a key challenge in the coming period.