Group 1 - The E3 (UK, France, Germany) has initiated a 30-day UN procedure to reinstate sanctions against Iran, which may escalate tensions following recent bombings by Israel and the US [1][2] - E3's action is based on Iran's violations of the 2015 nuclear agreement, which aimed to prevent Iran from developing nuclear weapons in exchange for the lifting of sanctions [2][3] - The E3 has expressed a commitment to diplomatic solutions while also preparing to use the "snapback" sanctions mechanism if necessary [3] Group 2 - The UN procedure will take 30 days, after which sanctions targeting Iran's financial, banking, oil, gas, and defense sectors will be formally reinstated [5] - Russia and China have proposed a draft resolution to extend the 2015 nuclear agreement by six months and urge all parties to resume negotiations [5] - Domestic discontent in Iran is rising due to economic anxieties and political divisions, with hardliners advocating for resistance and moderates favoring diplomatic solutions [4][5]

Group 1 - Russia launched a large-scale missile and drone attack on Ukraine, marking a significant escalation in the conflict and damaging multiple buildings in Kyiv, including those used by EU and UK officials [2][3] - The attack involved 598 drones and 31 missiles, with Ukraine claiming to have intercepted 26 missiles and 563 drones, while at least 21 casualties were reported [2][4] - Ukrainian President Zelensky described the attack as the second largest since the conflict began in February 2022, emphasizing Russia's choice of violence over negotiation [2][3] Group 2 - The attack occurred shortly after a summit between Trump and Putin, indicating Russia's disregard for peace efforts and its intent to continue military actions against Ukraine [3][4] - EU officials confirmed damage to their office in Kyiv but reported no casualties, while the EU Commission President vowed to accelerate new sanctions against Russia [4] - Discussions are underway regarding the potential use of frozen Russian central bank assets, amounting to $300 billion, as part of the new sanctions strategy [4]

该官员称，联邦快递（FedEx，FDX.N）、联合包裹服务公司（UPS，UPS.N）、DHL等快递承运商运 送的所有包裹都将适用全额关税率，由这些公司代收关税并处理相关文书工作。 外国邮政机构可选择根据包裹内物品价值代收代缴关税，也可选择"固定税率法"——即根据特朗普政府 目前对原产国商品实施的"对等"关税率，征收固定税费。 特朗普政府官员表示，美国对价值800美元以下包裹的关税豁免将于周五永久终止，同时设有六个月过 渡期——在此期间，邮政承运商可根据包裹原产国，选择为每个包裹缴纳80至200美元的固定税费。 美国东部时间凌晨12点01分起，美国海关与边境保护局（CBP）将对所有全球进口包裹征收常规关税 率，无论包裹价值多少。此举扩大了特朗普政府取消小额包裹免税政策的范围。 "特朗普总统关闭这一致命的小额包裹免税漏洞，将通过限制麻醉品及其他危险违禁品流入，拯救数千 名美国人的生命，同时每年为财政部增加高达100亿美元的关税收入。"白宫贸易顾问彼得·纳瓦罗 （Peter Navarro）对记者表示。 "这是一项永久性变革。"一名政府高级官员称，并补充道，任何为"可信贸易伙伴国"恢复该豁免的提 议"刚提出就会夭折 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美联储理事克里斯托弗·沃勒（Christopher Waller）再次呼吁降息。他表示将在9月支持降息25个基点， 并预计未来三到六个月内将有进一步的降息。如果就业数据显示美国经济"显著疲软"，他可能支持大幅 降息。 沃勒在讲话中并未提及库克事件，而是将大部分内容放在劳动力市场上，他表示"风险仍在不断累积"。 在7月的上一次政策会议上，他曾反对维持利率不变的决定，主张通过降息来提振就业。 北京时间周五，沃勒在迈阿密经济俱乐部的讲话中表示，在核心通胀接近2％、基于市场的长期通胀预 期稳固锚定、劳动力市场走弱风险加大的情况下，恰当的风险管理意味着联邦公开市场委员会 （FOMC）现在就应当下调政策利率。 沃勒是美国总统特朗普考虑明年接替鲍威尔出任美联储主席的人选之一。他说，目前并不认为在9月 FOMC会议有必要采取大幅降息，但如果下周五的非农"显示经济显著走弱且通胀仍然受控"，情况可 能发生变化。他补充道： "就目前而言，我预计未来三到六个月内还会有进一步降息，降息的节奏将取决于新公布的 数据。" 这是美联储高级官员在特朗普本周试图罢免理事库克后的首次公开表 ...

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 库克正式起诉特朗普，美法官定于本周五举行听证会 美联储理事候选人米兰有望赶上9月利率决议 美联储理事沃勒重申支持9月降息25个基点 无惧美国关税威胁，印度俄油进口量预计增加 美国终结小额包裹关税豁免，征收80至200美元的统一关税 寒武纪：股票价格存在脱离当前基本面的风险 市场盘点 周四，美元指数震荡下跌，盘中因美国GDP和初请数据好于预期而有所反弹，但最终仍收跌0.29%，报97.859。美债收益率涨跌不一，基准的10年期美债收 益率收报4.209%，2年期美债收益率收报3.637%。 随着市场继续评估美联储独立性面临的威胁，并等待关键的通胀数据出炉，现货黄金连续第三个交易日走高，尾盘一度站上3420美元关口，最终收涨 0.58%，收报3417.08美元/盎司，创五周新高；现货白银收涨1.18%，报39.05美元/盎司。 由于俄乌领导人几乎无望会晤，打击了对两国和平进程的希望，国际原油盘中逆转跌势，实现周线两连阳。WTI原油收复64美元关口，最终收涨0.69% ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美联储理事丽莎·库克（Lisa Cook）的律师表示，美国总统特朗普要求将其罢免所依据的抵押贷款纠 纷，可能源于一次无意的"文书错误"。 律师团队由阿贝·洛厄尔（Abbe Lowell）带领，他们强调，特朗普和普尔特甚至没有明确声称库克因所 谓"文书错误"获益，更没有证据表明该错误是故意为之。 过去一周，普尔特多次在社交媒体上攻击库克。库克提起诉讼后，普尔特发文称"没有人可以凌驾于法 律之上"。 库克在法庭文件中还称，特朗普在她尚未回应普尔特的指控前，就试图解雇她，剥夺了她应享有的正当 程序宪法权利。她还表示，根据《联邦储备法》，她有权获得正式听证。 库克于周四提起诉讼，试图阻止特朗普的"非法企图"。该诉讼是在华盛顿特区联邦法院提起的，还将美 联储主席鲍威尔和美联储理事会本身列为被告，很可能最终由最高法院裁决。 库克称，特朗普援引的理由是虚假的借口，根本不构成足以将她逐出美联储的"正当理由"。在法庭文件 中，她的律师首次就指控她于2021年获得抵押贷款时，将两处房产欺诈性地列为"主要住所"提出了可能 的辩护理由。 特朗普任命的联邦住房金融局局长比尔·普 ...

Group 1 - The core issue revolves around Trump's attempt to control the Federal Reserve by dismissing board member Lisa Cook, citing constitutional grounds and the Federal Reserve Act [1][2][26] - Cook, appointed by President Biden in 2022, is the first African American to hold the position and was set to serve until 2038 [6][8] - The Federal Reserve Board consists of seven members, with the President nominating them and Congress approving, making it a unique entity within the government [9][10][11] Group 2 - Trump's dismissal of Cook is based on allegations of mortgage fraud related to her personal financial dealings, which he argues falls under the "for cause" provision of the Federal Reserve Act [24][26][30] - Legal experts suggest that Cook's alleged actions occurred in 2021 and are unrelated to her duties as a Federal Reserve member, complicating Trump's justification for her dismissal [31][33] - If Trump proceeds with the dismissal, Cook could potentially seek a preliminary injunction to prevent her removal, leading to a lengthy legal battle [34][36] Group 3 - Even if Trump successfully removes Cook, it does not guarantee complete control over the Federal Reserve, as the decision-making body includes the Federal Open Market Committee (FOMC) with 12 voting members [40][46] - The FOMC's composition includes seven board members and five Federal Reserve Bank presidents, indicating that Trump's influence would still be limited [41][42][46] - Historical context shows that previous attempts to control the Federal Reserve have faced significant challenges, suggesting that Trump's ambitions may be difficult to realize within his current term [49]

Economic Growth - The U.S. economy expanded at a faster pace than initially estimated in the second quarter, with a real GDP growth rate of 3.3% annualized, up from the preliminary estimate of 3% [1] - Net exports contributed nearly 5 percentage points to GDP, marking a historical high, contrasting with the previous quarter when net exports had a negative impact on GDP [1] Corporate Investment and GDI - The Gross Domestic Income (GDI) surged by 4.8% in the second quarter after a 0.2% increase in the first quarter, indicating a strong rebound in economic activity [1] - Corporate profits, which are included in GDI data, increased by 1.7% in the second quarter following the largest decline since 2020 in the first quarter [2] Labor Market - Initial claims for unemployment benefits decreased by 5,000 to 229,000, indicating that employers are retaining existing employees despite economic uncertainties [2] - The labor market remains resilient, with a focus on upcoming employment data from the ISM Purchasing Managers Index, ADP private employment data, and the U.S. non-farm payroll report [2] Federal Reserve Outlook - Signs of a cooling labor market have become a focal point for Federal Reserve officials, with expectations that the Fed may lower interest rates in the upcoming policy meeting [3]

Core Viewpoint - Global sovereign wealth fund executives are betting that European stock markets will outperform their U.S. counterparts over the next decade, indicating a potential loss of confidence in the long-term outlook for U.S. equities [2] Investment Strategy - The New Zealand Super Fund has a tactical overweight position in European stocks, which is its largest "overweight" compared to its reference portfolio, while underweighting U.S. stocks by 3.5% [2] - The fund's investment stance is based on the belief that European stocks, as measured by the STOXX Europe 600 index, are currently undervalued compared to U.S. stocks, which are perceived to be overvalued [2][4] Market Valuation - The current price-to-earnings (P/E) ratio for U.S. stocks is approximately 27.5, indicating overvaluation, while European stocks have a P/E ratio of about 16 [4] - Over the past decade, the S&P 500 has outperformed European counterparts with a total return increase of over 310%, compared to a 115% increase for the STOXX Europe 600 [4] Performance and Risk Management - The New Zealand Super Fund has been one of the best-performing sovereign wealth funds over the past 10 and 20 years, achieving an annualized return of over 10% [4] - The fund employs a "full portfolio" approach to assess risk across the entire investment portfolio, allowing for greater flexibility compared to traditional strategic asset allocation methods [4] Private Equity Focus - The New Zealand Super Fund's preference for Europe extends to private equity, where it sees "good opportunities" and seeks to partner with younger, more ambitious fund managers [5] - Approximately 5% of the fund's portfolio is allocated to private equity, although it is not expected to become a large structural component of the investment strategy [5]

Group 1 - The White House trade advisor Navarro increased pressure on India to stop purchasing Russian oil, accusing New Delhi of funding the Kremlin's military actions in Ukraine and labeling the conflict as "Modi's war" [2][3] - Navarro stated that India's discounted purchases of Russian oil are harming the U.S. and that American consumers, businesses, and workers are suffering due to India's high tariffs, which he claims lead to job losses and reduced wages [2][3] - The proposed 50% tariff on Indian goods is the highest among Asian countries and would impact over 55% of goods exported to the U.S., with labor-intensive industries like textiles and jewelry being particularly affected [2][3] Group 2 - The decision to raise tariffs on India followed months of negotiations between New Delhi and Washington, with U.S. officials expressing disappointment over India's high tariffs and protectionist policies in key sectors like agriculture [3] - Despite India's historical reliance on Middle Eastern oil, it has seized the opportunity to control domestic energy costs by increasing imports of Russian oil, defending its relationship with Russia against U.S. criticism [3] - The U.S. has previously encouraged countries to purchase Russian oil to maintain market supply while controlling revenue flow back to the Kremlin, especially after the G7 imposed a price cap on Russian oil [3]