Group 1 - The core viewpoint of the article indicates that private sector analysts in Mexico expect the overall inflation rate for 2025 to be 4.04%, which is an increase from the previous survey's expectation of 4.00% [1]

墨西哥央行调查：私营部门分析师预计2025年底比索兑美元汇率为19.80，低于此前调查的20.13。 ...

摩根大通7月全球制造业PMI为49.7，前值为50.4。 ...

美国政府取消了巴尔的摩至华盛顿高铁项目的2600万美元拨款。 ...

Core Insights - Fitch Ratings indicates that macroeconomic trends and competition are driving the retail sector in Latin America towards growth by 2025 [1] Group 1: Economic Trends - The retail industry in Latin America is expected to benefit from improving macroeconomic conditions, which include rising consumer confidence and increased disposable income [1] - Economic recovery post-pandemic is anticipated to enhance retail sales, with a projected growth rate of 5% annually through 2025 [1] Group 2: Competitive Landscape - Increased competition among retailers is pushing companies to innovate and improve customer experience, which is crucial for capturing market share [1] - E-commerce is becoming a significant player in the retail landscape, with online sales expected to grow by 15% annually, reflecting changing consumer preferences [1]

Reddit股价延续涨势，涨幅达20%。 ...

Core Viewpoint - The employment data released today is significant but will not alter the Federal Reserve's decision to maintain interest rates this week, with expectations for one rate cut later this year [1] Group 1: Employment Data - The employment market is showing signs of slowing down from previously strong levels, as indicated by the substantial revisions in today's employment data [1] - The Federal Reserve needs to further assess the trends in hiring before making any decisions [1] Group 2: Inflation Risks - The greater risk this week lies in inflation rates, which currently face dual risks of either continuing to decline or potentially accelerating again [1] Group 3: Tariff Implications - If tariff policies have an impact, the Federal Reserve cannot ignore their effects, and businesses will require time to adjust prices in response to tariff increases [1]

这也是为什么我们看到收益率曲线前端大幅走低的原因。（彭博电视） 贝莱德投资组合经理Jeffrey Rosenberg：美国非农就业报告说明，美联储理事沃勒一派的观点可能正在 占上风，或说服更多人支持降息。 他们可能错过了7月的机会，但这大大提升了9月降息的可能性。 ...

巴西国家石油局：巴西6月天然气产量达1.8164亿立方米/日，同比增长20.9%。 ...

据印尼火山和地质减灾中心(PVMBG)消息，当地时间8月1日20时48分，位于印尼东努沙登加拉省勒沃 托比-拉基拉基火山发生喷发，喷出的火山灰柱约10000米，持续时间为220秒。 ...