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。 ...

当前，我们处于一个非常艰难的环境。 美国亚特兰大联储主席博斯蒂克：企业可能需要耗时12个月，才能适应定价环境。 今天的美国非农就业数据加重就业风险的显著性。 ...

巴西监管机构：巴西6月石油和天然气产量为490万桶/日。 ...

许多贸易伙伴的基线关税税率被维持在4月的10%不变，好于市场最坏担忧。 美国供应管理协会（ISM）本次调查是在总统特朗普周四（7月31日）宣布新一轮关税前进行的。 与此同时，制造商仍面临更多不确定性，因为总统尚未宣布对药品、半导体、关键矿产和其他核心产业 材料进口关税的调整措施。 ...