美国总统特朗普：乔·格鲁特斯 （Joe Gruters）正在竞选成为共和党全国委员会的下一任主席，接替迈 克尔·沃特利（Michael Whatley）。乔将是一位出色的主席。 ...

Group 1 - The U.S. 10-year Treasury yield is expected to record its largest single-day decline since mid-April [1]

特朗普：我完全支持迈克尔·沃特利（竞选北卡罗来纳州参议员）。 ...

订单流异动预警 铁矿盯盘神器订单流显示，22:20 铁矿主力合约在多头堆积带上方波动，现报792.5元/吨，涨幅超1%。点击获取实时堆积带预 警。 相关链接 ...

Core Insights - The credit strategist at Goldman Sachs indicates that there are sufficient sources of downside risk, suggesting that it is prudent to maintain some hedging strategies within investment portfolios [1] Economic Outlook - Economic growth may unexpectedly decline further, which could lead to a significant drop in long-term bond yields [1] - There is a possibility that disinflationary pressures may fade, contributing to the overall economic uncertainty [1] - Concerns regarding the independence of the Federal Reserve may resurface, adding to the potential risks in the market [1]

高盛经济学家仍预计美联储将在9月、10月和12月分别降息25个基点，并在2026年再降息两次。 ...

Core Insights - The recent U.S. sanctions have forced at least two oil tankers, originally set to deliver Russian oil to Indian refineries, to change their routes to other destinations [1] Group 1: Sanctions Impact - The U.S. Treasury Department has imposed sanctions on over 115 individuals, entities, and vessels related to Iran, some of which are involved in transporting Russian oil [1] - The Aframax tankers "Tagor" and "Guanyin," along with the Suezmax tanker "Tassos," were scheduled to deliver Russian oil to Indian ports in August but have since altered their routes due to the sanctions [1] Group 2: Political Pressure - U.S. President Trump has urged countries to cease purchasing oil from Moscow and has threatened to impose a 100% tariff on nations buying Russian oil unless Russia agrees to a significant peace deal with Ukraine [1]

Core Viewpoint - The Central Bank of Russia has lifted restrictions on foreign exchange purchases by new investors from "unfriendly" countries in the domestic market [1] Group 1 - The decision indicates a shift in Russia's monetary policy towards more openness in foreign investment [1] - This move may attract new capital inflows from foreign investors previously restricted from participating in the Russian market [1] - The change could signal a broader strategy to stabilize the Russian economy amid ongoing geopolitical tensions [1]

市场消息：根据俄罗斯总统普京7月4日批准的新规定，这些投资者将被允许在俄罗斯投资。 ...

安桥首席执行官：全球石油需求"非常非常强劲"。 ...