美国7月ISM制造业新订单指数 47.1，预期 48.7，前值 46.4。 美国7月ISM制造业物价支付指数 64.8，预期 70，前值 69.7。 美国7月ISM制造业就业指数 43.4，预期 46.8，前值 45。 【美国7月ISM制造业指数降至48，创最近九个月最快的萎缩速度】美国7月ISM制造业指数 48，预期 49.5，前值 49。 ...

Core Viewpoint - The US dollar has experienced a significant decline against the Japanese yen, dropping by 2% to a current rate of 147.70 [1] Group 1 - The US dollar's depreciation indicates potential shifts in currency market dynamics [1] - The 2% drop reflects broader economic factors influencing currency valuations [1]

Core Viewpoint - The S&P 500 index futures have seen a significant decline, currently down by 2%, with the latest value reported at 6245.48 points [1] Group 1 - The S&P 500 index futures are experiencing a notable drop, indicating potential market volatility [1]

美国7月密歇根大学1年通胀预期终值为4.5，预期为4.4，前值为4.4。美国7月密歇根大学5年通胀预期终 值为3.4，预期为3.6，前值为3.6。 ...

美国7月密歇根大学现况指数终值 68，预期67.1，前值66.8。 ...

Group 1 - The final value of the University of Michigan Consumer Sentiment Index for July is 61.7, which is below the expected value of 62 and slightly lower than the previous value of 61.8 [1]

Market Capitalization Summary - The market capitalization of major companies shows significant variations, with Oracle at 7860.84 billion and Mastercard at 7239.28 billion, while companies like Pfizer and Sony have market caps of 1497.38 billion and 1332.65 billion respectively [2][3][4]. - Notable declines were observed in companies such as Exxon Mobil, which decreased by 10.66 (-4.20%), and Visa, which fell by 10.36 (-3.50%) [2][3]. Stock Performance - Oracle's stock increased by 0.29 (+0.30%), while Mastercard's rose by 23.78 (+3.21%) [2]. - Companies like American Airlines and Home Depot saw slight increases of 1.55 (+0.42%) and 2.70 (+1.79%) respectively, while Procter & Gamble experienced a decline of 1.66 (-3.51%) [2][3]. Sector Analysis - The technology sector remains strong, with companies like AMD and Cisco showing resilience, while traditional sectors like energy and telecommunications face challenges [2][3]. - Financial institutions like Bank of America and Wells Fargo reported mixed results, with slight increases in stock prices despite overall market volatility [2][3]. Notable Company Movements - Disney's stock decreased by 5.09 (-3.57%), reflecting ongoing challenges in the entertainment sector [3]. - Companies like Uber and BlackRock also faced declines, with Uber down by 25.51 (-2.31%) [3][4]. Summary of Key Companies - Major players such as Exxon Mobil, Visa, and Pfizer are experiencing fluctuations in their market caps and stock prices, indicating a volatile market environment [2][3][4]. - The performance of companies like Delta Airlines and Yum! Brands shows a mixed outlook, with Delta increasing by 1.51 (+1.05%) while Yum! Brands fell by 2.61 (-4.91%) [5].

美国7月ISM制造业PMI 48，预期49.5，前值49。 ...

美国7月ISM库存指数 48.9，前值49.2。 ...

Core Insights - The final value of the inflation expectations for the 5 to 10-year period in the U.S. for July is 3.4%, which is lower than the expected 3.60% and unchanged from the previous value of 3.60% [1] Summary by Category - **Inflation Expectations** - July's final inflation expectation for the 5 to 10-year period stands at 3.4% [1] - This figure is below the market expectation of 3.60% [1] - The previous value was also 3.60%, indicating no change from the prior month [1]