Group 1 - PIMCO warns that any attempt to undermine the independence of the Federal Reserve would be "extremely detrimental" to the markets [1] - Dan Ivascyn, PIMCO's CIO, emphasizes the importance of central bank independence, particularly in setting policy interest rates [1] - President Trump has intensified his criticism of Fed Chairman Jerome Powell, calling for a reduction in the current benchmark interest rate of 4.25%-4.5% [1][2] Group 2 - Trump claims there is "no tension" between him and Powell, stating he sees no need to dismiss the Fed chairman [2] - Concerns arise among former central bank officials that the government's attacks may be a pressure tactic to force Powell to resign before his term ends in May 2026 [2] - Powell asserts he will remain in his position and believes Trump lacks legal grounds to dismiss him [3]

法国总统埃马纽埃尔·马克龙（Emmanuel Macron）周四表示，法国打算在9月联合国大会上承认巴勒斯 坦国，并补充称希望此举有助于推动该地区实现和平，但这一决定立即遭到以色列的谴责。 马克龙在X平台上宣布了这一决定，并发布了致巴勒斯坦民族权力机构主席马哈茂德·阿巴斯 （Mahmoud Abbas）的信件，信中确认法国将推进对巴勒斯坦的承认，并努力说服其他伙伴国跟进。 "为坚守对中东公正持久和平的历史性承诺，我已决定法国将承认巴勒斯坦国，"马克龙说。"我将在9月 的联合国大会上发表这一庄严声明。" 法国拥有欧洲最大的犹太裔和穆斯林群体，它将成为首个承认巴勒斯坦国的主要西方国家，这可能为迄 今为止由对以色列持批评态度的小国主导的运动注入更大动力。 这一宣布引发了以色列的愤怒，且可能招致美国的强硬回应。 白宫尚未对此事立即回应置评请求。 数月来，马克龙一直倾向于承认巴勒斯坦国，作为在各方压力下维持"两国方案"构想的努力之一。 法国官员最初曾考虑在联合国大会前采取这一行动——法国和沙特原计划于6月共同主办联合国会议， 旨在制定巴勒斯坦国建立路线图的框架，同时保障以色列的安全。 该会议在美国的压力下以及以伊12天 ...

Core Viewpoint - The Federal Reserve is under increasing political pressure to restart interest rate cuts, despite currently overseeing the loosest financial conditions since the beginning of rate hikes in early 2022 [1][4]. Financial Conditions - The Chicago Fed's broad financial conditions index has dropped to its lowest level in over three years, indicating a very accommodating financing environment in the economy [1][4]. - Various financial indicators, including short-term and long-term interest rates, stock prices, and energy prices, are encompassed in the financial conditions index, which has shown a decline due to factors such as a rebound in the stock market and a significant depreciation of the dollar [4]. Economic Indicators - Despite high borrowing costs and trade uncertainties, the overall economic performance remains strong, with sufficient financial "oxygen" to continue growth, even as inflation remains above target [4]. - The S&P Global data indicates that U.S. business activity is expanding at its fastest pace since December of the previous year, reflecting a rebound in business confidence [6]. Cash Holdings - U.S. household deposits reached $4.46 trillion at the end of the first quarter, only slightly below the record peak from 2022, while cash-like money market fund assets hit a record of $7.1 trillion [6][7]. Stock Market Dynamics - The U.S. stock market continues to reach historical highs, driven primarily by retail investors, with even more speculative areas like "meme stocks" and cryptocurrencies gaining popularity again [8]. Wealth Effect - The stock market's rise has significant implications for consumer spending, with estimates suggesting that the "wealth effect" from investments contributed up to 1% growth in U.S. consumer spending last year [9]. Interest Rate Debate - There is a debate regarding the appropriateness of maintaining high interest rates, with some arguing for a reduction of over 3 percentage points to 1% to alleviate high mortgage rates and government borrowing costs [9][10].

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 欧盟通过总额930亿欧元的对美关税反制计划 特朗普当面要求鲍威尔降息 特朗普支持者要求FOMC公开开会 泰国-柬埔寨边境争议地区发生交火 欧洲央行按兵不动，拉加德未排除未来加息可能性 特朗普否认想摧毁马斯克公司 国务院国资委：带头抵制"内卷式"竞争 央行今日将开展4000亿元MLF操作 市场盘点 周四，得益于美国与贸易伙伴的基金进展，美元指数结束四连跌，最终收涨0.3%，报97.5。美债收益率延续反弹趋势，基准的10年期美债收益率收报 4.402%，2年期美债收益率收报3.931%。 随着全球贸易紧张局势缓和的迹象抑制了对避险资产的需求，现货黄金连续第二个交易日回调，最终收跌0.55%，收报3368.66美元/盎司；现货白银围绕39 美元关口震荡，最终收跌0.52%，报39.06美元/盎司。 由于俄罗斯汽油出口减少的预期盖过了美国允许雪佛龙恢复在委内瑞拉开采石油的消息，国际油价反弹。WTI原油企稳在65美元关口上方，最终收涨 1.12%，报65.95美元/桶；布 ...

这项针对商品征收15%的关税，在大多数情况下代表着日本几十年来最高的关税水平，并且高于特朗普从4月5日开始对大多数美国进口商品实施的10%的关 税。但作为市场预期已发生变化的迹象，市场似乎对这一消息表示欢迎——这表明该税率并不像他曾威胁的25%那样严厉。 然而，经济学家表示，更高的关税将推高美国消费品的价格。这可能会对迄今为止在特朗普贸易冲突中表现出韧性的美国国内经济造成压力。 普林斯顿大学国际经济学教授吉恩·格罗斯曼（Gene M. Grossman）表示，15%"对关税而言是一个巨大的数字。如果我们对其他国家也看到这个数字，那么 我们将进入一个全新且成本更高的世界。" 针对日本汽车征收15%的关税，相比特朗普对大多数进入美国的汽车及汽车零部件征收的25%关税有所降低。美国汽车制造商希望，从加拿大和墨西哥进口 的汽车及汽车零部件也能享受到类似的关税减免，目前它们面临25%的关税，具体豁免取决于零部件的原产地。 美国汽车工业批评15%的关税对日本汽车制造商造成不公平的优势。美国汽车政策委员会负责人马特·布朗特（Matt Blunt）周三表示："任何对日本进口商品 征收较低关税的协议，其美国本土含量几乎为零，而 ...

Group 1: Economic News - European Central Bank maintains deposit facility rate at 2%, aligning with market expectations after seven consecutive rate cuts [1] - Initial jobless claims in the U.S. for the week ending July 19 totaled 217,000, below the expected 226,000 and prior value of 221,000 [1] - EU member states approved a countermeasure of €93 billion in tariffs on U.S. products, set to take effect on August 7 if no trade agreement is reached with the U.S. [1] Group 2: Company News - IBM's Q2 earnings report shows revenue and profit exceeding expectations, but software division revenue at $7.39 billion fell short of the $7.43 billion forecast [2] - Bank of America (BAC.N) approves a $40 billion stock buyback plan [3] - AMD (AMD.O) reveals that chip costs at TSMC's U.S. factory are 5-20% higher, prioritizing supply chain flexibility [4] - Nokia's Q2 earnings and revenue did not meet market expectations, with projected comparable operating profit for the year revised down to between €1.6 billion and €2.1 billion, from a previous range of €1.9 billion to €2.4 billion [4] - Google (GOOG.O) invests $85 billion to enhance AI infrastructure, with spending expected to increase by 2026 [5] - Tesla's Q2 net profit declines 16% to $1.172 billion, with revenue down 12% year-over-year to $22.5 billion; automotive revenue falls 16% and energy revenue drops 7%, with new car registrations in Europe down 22.9% for six consecutive months [5]

Core Points - The European Central Bank (ECB) decided to maintain the deposit facility rate at 2%, the main refinancing rate at 2.15%, and the marginal lending rate at 2.40%, aligning with market expectations [1][2] - Following the decision, traders maintained their bets on ECB rates, anticipating a further rate cut of 22 basis points by 2025 [1] - The ECB is committed to ensuring inflation stabilizes at the medium-term target of 2%, with monetary policy decisions to be made based on data assessments [1] Interest Rate Policy - The deposit facility rate, main refinancing rate, and marginal lending rate remain unchanged at 2.00%, 2.15%, and 2.40% respectively [2] Asset Purchase Programs - The Asset Purchase Program (APP) and Pandemic Emergency Purchase Program (PEPP) portfolios are being reduced at a steady and predictable pace, with no reinvestment of principal from maturing securities [3] - The ECB is prepared to adjust all policy tools to ensure inflation stability at the 2% target and maintain the smooth functioning of monetary policy transmission [3] - The Transmission Protection Instrument is available to address unreasonable and chaotic market dynamics that threaten effective monetary policy transmission across Eurozone countries [3]

Group 1: Commodity Market Insights - Spot gold is trading below the pivot point, with the first support level at 3355.87 [1] - Spot silver's key support level is at 38.92 [1] - WTI crude oil is approaching the first resistance level at 65.98, which is a critical point to watch [1] Group 2: Currency Market Insights - The US Dollar Index maintains a bullish trend, with the first resistance level at 97.53 [1] - The Euro to US Dollar exchange rate has a key support level at 1.1713 [1] - The British Pound to US Dollar exchange rate's support level is at 1.3528 [1]

周四，欧洲央行将其基准利率维持在2%不变，以等待欧盟与美国贸易关系走向的更多明确信号。 这一决定在经济学家的普遍预期之内，此前欧洲央行行长拉加德上个月曾表示，该央行已"接近完成"其最新的降息周期，并强烈暗示决策者将转向"观望"策 略。 欧洲央行称继续坚持"逐次会议"的方针，不会预设利率路径，所有决策将以最新数据为依据。 "国内物价压力持续缓解，工资增长放缓，"该央行周四表示。它补充说，部分由于此前的降息，欧元区经济"在一个充满挑战的全球环境中，迄今总体上已 证明具有韧性"。 消息发布后，欧元兑美元保持稳定。 今年6月，欧元区的年化通胀率已降至欧洲央行2%的中期目标。 在周四的声明之后，根据掉期市场所隐含的水平，交易员们仍然预计今年下半年还会有一次25个基点的降息，将利率降至1.75%。 美国总统特朗普本月曾威胁，如果贸易谈判失败，将从8月1日开始对欧盟进口商品征收30%的"对等"关税。 但据知情人士透露，贸易伙伴双方正接近达成一项协议，该协议将对欧洲输美商品征收15%的关税。 欧盟方面强调，其优先事项是与华盛顿谈判达成协议，但也一直在准备反制措施，以便在谈判失败时部署。此类举动可能会推高该货币集团的通胀并阻碍 ...

Core Viewpoint - The resurgence of meme stocks has led to significant trading activity on platforms like Reddit's WallStreetBets, reminiscent of the frenzy seen in early 2021 [1][2]. Group 1: Trading Activity - Traders on WallStreetBets are sharing substantial profits, with one individual reporting an $850,000 gain from Kohl's and another turning a $45 investment in Krispy Kreme options into over $15,000 [1]. - A trader named Dan invested $100,000 in Krispy Kreme after seeing a post praising the stock, which initially surged about 40% in pre-market trading, leading to a paper profit of $45,000 [2]. - Despite the initial excitement, many meme stocks, including Kohl's and Opendoor, saw significant declines by the end of the trading day, with Kohl's down 14.2% and Opendoor down 20.5% [2]. Group 2: Market Dynamics - The concept of "gamma squeeze" is highlighted, where unusual options trading can lead to significant stock price increases as market makers hedge their positions [2]. - A trader successfully turned a $250 investment in Krispy Kreme options into nearly $6,000, indicating the potential for high returns in the current meme stock environment [3]. - The meme stock phenomenon, which began in early 2021 with GameStop's 2,463.7% price increase, is viewed as unlikely to replicate its previous intensity due to changes in market conditions and investor behavior [3].