Core Viewpoint - The importance of central bank independence is increasingly recognized by the public [1] Group 1 - The statement emphasizes that people are becoming more aware of the significance of central bank independence [1]

白宫官员：瑞士拒绝在取消与美国的贸易壁垒方面做出任何有意义的让步。 ...

德国总理默茨：将与美国就钢铁问题进行谈判，重点是我们可以在不支付过高关税的情况下出口的配 额。 ...

欧元/英镑 欧元兑英镑EUR/GBP向上触及0.87，日内涨0.66%。 ...

智通财经8月1日电，*ST亚振(603389.SH)发布股票交易异常波动暨风险提示公告，公司拟向海南锆钛资 源控股集团有限公司购买其持有的广西锆业51.00%的股权，标的资产的交易价格为5544.9万元。但该交 易尚需多项审批程序，包括标的资产质押解除和股东大会审议通过等，存在不确定性风险。此外，公司 预计2025年半年度净利润为-3,950万元到-3,300万元。 *ST亚振：拟5544.9万元现金收购广西锆业51%股权存在不确定性 ...

特朗普表示他正在制定一项计划，以"让加沙地区的人们有饭吃"。 （AXIOS） ...

金十数据8月1日讯，加拿大帝国商业银行资本市场分析师Ali Jaffery评美国非农数据：今天的报告展示 了一个与鲍威尔本周早些时候所描述的就业市场不同的情况，也提高了美联储提前行动的可能性。话虽 如此，这还取决于接下来几份通胀报告是否显示出持续性以及就业市场是否进一步走弱。毕竟，失业率 仍处于合理水平，而且即便报告再糟糕，也不足以让所有鹰派人士完全改变立场。 分析师：美联储提前行动的可能性提高 但还取决于接下来的几份关键报告 ...

Core Viewpoint - The Federal Reserve's Harker believes that there is still a long way to go before reaching a neutral interest rate [1] Group 1 - Harker's comments suggest that the current interest rates are not yet at a level that can be considered neutral for the economy [1] - The statement indicates ongoing concerns about inflation and economic growth, implying that further adjustments to interest rates may be necessary [1] - The perspective reflects a cautious approach by the Federal Reserve in navigating monetary policy amidst changing economic conditions [1]

美联储哈玛克：每次参加美联储会议时都抱着开放的心态。 ...

Core Viewpoint - The recent slowdown in the job market may prompt the Federal Reserve to consider interest rate cuts in their upcoming September meeting, highlighting the challenging balance they face amid economic slowdown and rising inflation pressures [1] Employment Market Analysis - The labor market had previously shown robust job growth, which reassured Federal Reserve officials about maintaining interest rates [1] - Significant downward revisions in employment data for May and June have altered this perspective [1] - Federal Reserve officials have reduced their focus on overall job growth due to a simultaneous decline in labor force growth [1] Unemployment Rate Insights - The stability of the unemployment rate may mask underlying weaknesses, as a decrease in job seekers coincides with a drop in job vacancies [1] - Federal Reserve Chairman Powell emphasized the "downside risks" in the labor market, suggesting that actual weakness could justify policy easing [1]