Group 1 - The median benchmark interest rate of the Russian Central Bank is expected to decrease from the current 18% to 16% by the end of 2025 [1] - The median inflation rate is projected to be 6.7% by the end of 2025, a slight decrease from the previous survey's estimate of 7.0% [1]

Core Viewpoint - ExxonMobil is focusing on cost reduction efforts, which may lead to an extension of the timeline for its lithium projects [1] Group 1: Cost Reduction Efforts - The company is actively working to cut costs across its operations to improve financial performance [1] - These cost-cutting measures are part of a broader strategy to enhance efficiency and profitability [1] Group 2: Lithium Projects Timeline - The timeline for ExxonMobil's lithium projects may be extended due to the ongoing focus on cost management [1] - This potential delay could impact the company's plans in the growing lithium market, which is critical for battery production [1]

Group 1 - Cryptocurrency concept stocks experienced a collective decline, with Coinbase dropping over 16% [1] - Riot Platforms saw a significant drop of more than 18% [1] - Other companies such as Circle and Robinhood also faced declines, each falling over 8% [1]

Group 1 - The yield curve between the 2-year and 10-year U.S. Treasury bonds has steepened further, currently reported at 51.1 basis points [1]

Core Viewpoint - The USD/JPY exchange rate has experienced a significant decline of 2.00%, currently standing at 147.70 [1] Group 1 - The USD/JPY pair has dropped sharply, indicating a notable movement in the currency market [1]

Core Points - The S&P 500 index futures have seen a significant decline, currently down by 2% [1] Group 1 - The decline in the S&P 500 index futures indicates a bearish sentiment in the market [1]

Core Viewpoint - The U.S. manufacturing sector continues to experience a downturn, with factory employment reaching its lowest level in five years due to rising import material costs from tariffs [1] Manufacturing Sector Summary - The ISM manufacturing PMI index fell from 49.0 in June to 48.0 in July, indicating a contraction in the manufacturing sector, which constitutes 10.2% of the U.S. economy [1] - The new orders sub-index increased from 46.4 in June to 47.1 in July, but it has still contracted for six consecutive months [1] - The production index rose from 50.3 to 51.4, suggesting an increase in output, yet factories continue to lay off workers [1] - The employment index dropped from 45.0 in June to 43.4 in July, marking the lowest level since July 2020 [1] - ISM noted that the pace of layoffs is accelerating due to uncertainties in demand in the near to mid-term [1]

布伦特原油日内跌超2.00%，现报70.11美元/桶。 布伦特原油 ...

Core Insights - The ISM Manufacturing PMI for July in the U.S. recorded a value of 48, marking the lowest level since October 2024 [1] Group 1 - The PMI reading of 48 indicates a contraction in the manufacturing sector, as values below 50 signify a decline in activity [1] - This decline in manufacturing activity may reflect broader economic challenges facing the industry [1] - The drop to this new low could signal potential shifts in investment strategies within the manufacturing sector [1]

美国7月ISM产出指数 51.4，前值50.3。 ...