According to BlockBeats, the Federal Reserve will begin its two-day policy meeting this Tuesday, September 15th. The market expects a 25 basis point rate cut on Wednesday, and the probability of another rate cut in December has now risen to 75%. However, with inflation still above the 2% target, Fed Chairman Kevin Warsh faces significant policy pressure.

Meanwhile, financial markets experienced multiple sharp fluctuations. The yield on 10-year US Treasury bonds rose to its highest level since 2007 in early trading on Tuesday, and broke through the 5% mark during Monday's session, with continued selling of US Treasuries further increasing the pressure on the Federal Reserve to control inflation.

AI trading also saw a significant reversal. AI-related stocks plummeted on Monday, with popular AI assets like Nvidia experiencing a sell-off, influenced by warnings from several AI industry giants that the pace of model development needed to be slowed. US President Trump made a rare intervention during the All-In Summit, calling Nvidia CEO Jensen Huang and calling market concerns about AI "all a hoax," but this failed to prevent US stocks from weakening in late trading.

Furthermore, international oil prices continued to rise, with both Brent crude and WTI futures surpassing $100 per barrel. Houthi attacks in Yemen against Saudi Arabia and attacks on ships in the Strait of Hormuz fueled concerns about supply disruptions. The correlation between oil prices and US Treasury yields also reached its strongest level since 2019, while US stock futures fell slightly after a general decline in Asian markets.

According to BlockBeats, on September 15, the U.S. Department of Defense Inspector General released the first assessment report on the war with Iran. The report shows that from February 28 to June 30, attacks by Iran and its proxy forces have damaged or destroyed "hundreds of buildings and structures" and "dozens" of aircraft at U.S. military bases in multiple Middle Eastern countries, and the estimated cost of the war had reached $33.4 billion as of June 29.

The severe damage to the US naval regional hub in Bahrain forced the US to adjust its military deployment in the Middle East and relocate Diego Garcia in the Indian Ocean as an alternative maritime logistics hub, extending resupply cycles to 14 to 18 days. The US military also depleted a significant amount of critical ammunition reserves, but the specific shortage has not yet been disclosed.

In terms of equipment losses, as of the end of June, four F-15E fighter jets and one A-10 were destroyed, seven KC-135 tankers were damaged or destroyed, and seven helicopters and more than 30 drones were lost; one F-35A suffered combat damage from enemy fire for the first time.

The report also estimates that the Iranian attacks caused approximately $184 million in damage to U.S. diplomatic facilities, and at one point, as many as 3,500 U.S. diplomatic personnel in the Middle East had to be evacuated. U.S. facilities in Iraq suffered more than 600 attacks, with related losses estimated at $157 million.

Monitoring agencies stated that the U.S. military had begun relocating personnel, assets, and storage facilities during the war. The U.S. military and intelligence community had previously discussed the possibility of long-term reductions in U.S. personnel and facilities in the Middle East after the war.