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外汇交易员· 2025-07-21 02:13
高盛：日本执政联盟在参议院选举中失利，表明未来财政政策可能偏向扩张。由于执政联盟在参议院和众议院不再拥有多数席位，与反对党就每项法案展开合作，对于立法的通过可能变得更加重要。与此同时，反对党一直在提议降低消费税、增加各种社会保障措施，以及提供儿童保育和教育支持。自民党计划在今年秋季制定的经济方案可能会采纳反对党的部分诉求。外汇交易员 (@myfxtrader):在周日的选举中，日本执政联盟笃定要失去对参议院的控制权。在与美国的关税谈判期限迫在眉睫之际，这一结果进一步削弱了首相石破茂的执政权力。虽然这次投票并不直接决定石破茂的政府是否会倒台，但却给他带来政治压力，因为他在去年10月已经输掉了权力更大的众议院控制权。（路透） ...
X @外汇交易员
外汇交易员· 2025-07-21 01:06
Soybean Imports - China's soybean imports from Brazil reached 10620 thousand tons in June, accounting for 866% of total imports, a 92% increase YoY [1] - Soybean imports from the US were 1580 thousand tons, representing 129% of total imports, a 206% increase YoY [1] - Total soybean imports reached a record high of 12264 thousand tons, a 1035% increase YoY [2] Trade Data - Rare earth exports increased by 603% YoY to 77422 tons, and 32% MoM [2] - Integrated circuit exports increased by 253% YoY to 3184 billion units [2] - Mobile phone exports decreased by 13% YoY to 61179 thousand units [2] - Coal and lignite imports decreased by 259% YoY to 33037 thousand tons [2] - Automobile (including chassis) imports decreased by 283% YoY to 43 thousand vehicles [2]