智通财经8月1日电，香港交易所信息显示，花旗集团在中国人寿的持股比例于07月28日从5.00%降至 4.97%。 ...

美联储理事沃勒在最近一次讲话中表示："私营部门就业增长已接近停滞速度。"沃勒在讲话中强调了降 低利率的理由。"其他数据表明，劳动力市场的下行风险有所增加。鉴于通胀已接近目标水平，且通胀 上行风险有限，我们不应等到劳动力市场恶化才下调政策利率。" 许多华尔街经济学家和美联储决策者预计今年失业率将攀升。牛津经济研究院首席美国经济学家Nancy Vanden Houten在上周五发布的一份研究报告中表示，牛津经济研究院预计劳动力市场状况将有所疲 软，关税的影响将开始渗透到通胀和实际消费支出中。 美国银行对周五的就业报告期望不高，该行预计7月份非农就业人数将增加6万人，低于增加10万人的普 遍预期。 "如果该预测是正确的，市场的下意识反应可能会是鸽派的，"美国经济学家Aditya Bhave在周二的一份 报告中说。"然而，我们鼓励投资者更多地关注私营部门的就业增长和失业率。" 他指出，尽管6月份政府就业人数大幅增加，但这似乎是一种季节性扭曲。他预测，美国劳工统计局7月 份的数据将显示政府总就业人数减少2.5万人。 Bhave表示，更重要的故事在于私营部门的就业数据。"我们认为私营部门的就业人数将从6月份的+7.4 万 ...

Group 1 - Citigroup plans to increase its workforce in Asia by 5%-10% over the next year [1]

Summary of Key Points from the Conference Call Industry Overview - **US Economic Outlook**: The US economy is experiencing a slowdown in growth, with projections indicating a rebound in Q2 GDP by 2.8% QoQ SAAR after a contraction in Q1. However, underlying growth is expected to slow further in the second half of the year [doc id='75'][doc id='21']. Core Economic Indicators - **Labor Market**: Job growth is projected at 100k for July, with the unemployment rate expected to rise from 4.1% to 4.2%. The labor market shows signs of weakness, with low hiring rates and an increase in jobless claims indicating downside risks to employment [doc id='28'][doc id='15'][doc id='19']. - **Inflation Trends**: Core PCE inflation is expected to rise modestly by 2.3% QoQ in Q2, aligning with a slowdown towards the 2% target. Tariffs are anticipated to have a temporary impact on goods prices, with a 0.3% increase in core goods prices likely in June [doc id='76'][doc id='58']. Trade Agreements and Tariffs - **Trade Deals**: The US has reached a preliminary trade agreement with Japan, setting a tariff rate at 15%, which is lower than the global auto tariff of 25%. A similar approach is expected with other major trading partners [doc id='4'][doc id='5']. - **Tariff Implications**: Tariffs are set to increase on August 1st for several countries, with expectations that larger trading partners like the EU may avoid significant tariff hikes due to ongoing negotiations [doc id='29']. Housing Market Insights - **Housing Affordability**: High interest rates and home prices have made housing unaffordable, leading to low sales of new and existing homes. The sector is expected to contract further, with residential construction spending declining [doc id='13'][doc id='66']. - **Home Prices**: Case Shiller home prices have shown a decline on a month-to-month basis, indicating weak demand relative to supply. This trend is expected to continue, contributing to slowing shelter inflation [doc id='74']. Manufacturing Sector Performance - **Manufacturing Activity**: The S&P manufacturing PMI fell to 49.5, indicating contraction. Business fixed investment is expected to grow modestly, with durable goods orders showing mixed signals [doc id='23'][doc id='77']. Employment and Wage Trends - **Employment Cost Index**: The employment cost index is projected to increase by 0.8% QoQ, reflecting easing labor market conditions. Wage growth is expected to slow amidst weakening demand for labor [doc id='64'][doc id='42']. - **Labor Force Participation**: The labor force participation rate is expected to decline to 62.2%, with a significant portion of this decline attributed to discouraged workers [doc id='47']. Conclusion - The US economy is facing a complex landscape characterized by slowing growth, rising unemployment, and inflationary pressures from tariffs. The housing market remains weak, and manufacturing activity is contracting, indicating potential challenges ahead for economic recovery.

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Chinese Exports and Trade Dynamics - **Key Focus**: The resilience of China's exports, particularly to the US, and the overall cargo throughput and container export volume trends Core Insights 1. **Export Growth Expectations**: Anticipation of approximately 8% year-on-year growth in Chinese exports for July, reflecting resilience noted in previous outlooks [1][3] 2. **US-China Trade Resilience**: Despite potential volatilities, China's containership shipments to the US showed a positive year-on-year change in mid-July, with a contraction in US bills for seaborne imports from China widening but remaining stable [2] 3. **Consumer Electronics Impact**: The trade of consumer electronics is expected to negatively affect bilateral trade in Q3, with significant year-on-year declines in exports of smartphones (-71.1%) and laptops (-40.6%) noted in June [2] 4. **Cargo Throughput Increase**: Overall cargo throughput in China increased by 8.0% year-on-year for the week ending July 20, indicating a positive trend in export activities [3][6] 5. **Container Export Volume Growth**: Container export volume recorded double-digit growth in the week ending July 18, supporting the expectation of continued export growth in July [3][10] Additional Important Details 1. **Tariff Talks and Trade Dynamics**: Upcoming US-China tariff talks could lead to a narrowing of tariff differentials, potentially allowing previously diverted exports to return to China [2] 2. **Recent Trends in Container Departures**: Container departures from China to the US showed a year-on-year increase of 6.8% in the 15 days ending July 22, compared to a previous decline of -11.3% [13] 3. **Seaborne Import Bills**: The year-on-year change in US seaborne bills for imports from China was reported at -31.0% for the week ending July 19, indicating a significant contraction [14] This summary encapsulates the key points discussed in the conference call regarding the current state and outlook of Chinese exports, particularly in relation to the US market, and highlights the potential impacts of trade dynamics and consumer electronics on future performance.

Citigroup plans to increase headcount in its Asia rates and prime businesses by 5%–10% over the next year to cope with booming demand https://t.co/7Tk2VFTqM2 ...

花旗的Daniel Tobon、Osamu Takashima和Brian Levine在报告中表示："我们认为本周欧元兑美元回调是 由于仓位挤压，触发因素是欧盟贸易协议公布后的'利好出尽'行情"。 （文章来源：新华财经） 新华财经北京7月30日电花旗集团分析师将欧元兑美元多头交易在1.1540止损出场，包含利息在内亏损 1.3%。 他们7月11日在1.1680建立该头寸，目标价为1.20。他们表示："我们依然认为，如果美元在第三季度继 续走弱，更有可能是受到美国劳动力市场疲软数据的推动。因此，尽管今天被迫止损出场，我们仍寻求 在本周五美国就业数据公布前重建美元空头仓位（可能是兑欧元或瑞郎）。" ...

exchange with Citigroup's head of personal banking, Leslie. >> Brian. I might not know, but Gonzalo Luchetti might have an idea.Thank you very much for being here. The head of U.S. Personal banking for Citigroup. You oversee the group that launched this card.You have it here, actually, in case those sitting at home want to take a look at it. So why do this. And I ask in the context of in 2021, you all kind of pulled back a bit from from this space.And now it's become increasingly competitive in the four yea ...

美元近日反弹引发市场关注。本周三的美联储利率决议或为9月降息奠定基础，美元承压，但真正推动下一 轮走势的关键仍将是周五的非农就业数据。 据追风交易台，花旗分析师在最新研究报告中指出，美国劳动力市场若出现疲软迹象，将引发美联储更为鸽 派的预期重估，进而推动美元新一轮下跌。花旗预计，7月份非农就业增长将放缓至10万，失业率可能上升 至4.2%。 对于本周三的美联储会议，花旗预计不会成为市场主要催化剂，因为市场已经为9月降息预期计价。真正的 焦点将落在周五的非农就业数据，这将成为美元走势的决定性因素。 花旗强调，目前市场对美元看空立场的吸引力依然存在，尽管欧洲央行的鹰派立场对欧元的支撑已经减弱。 美元反弹背后：欧央行鹰派效应减弱 最近一周，美元出现明显反弹，这主要反映了两个因素的共同作用。花旗银行分析师指出，一方面，欧洲央 行的鹰派立场作为欧元上涨的支撑力量正在减弱；另一方面，自上次非农就业数据公布以来，杠杆资金一直 在买入美元。 数据显示，尽管欧洲央行行长拉加德发出鹰派信号并且市场重新定价了欧洲央行的政策预期，欧元兑美元却 未能上涨。这表明欧央行政策对欧元的推动力正在减弱，而美元则借此获得了反弹动能。 花旗还观察 ...

花旗强调，目前市场对美元看空立场的吸引力依然存在，尽管欧洲央行的鹰派立场对欧元的支撑已经减弱。 美元反弹背后：欧央行鹰派效应减弱 最近一周，美元出现明显反弹，这主要反映了两个因素的共同作用。花旗银行分析师指出，一方面，欧洲央行的鹰派立场作为欧元上涨的支撑力量正在减 弱；另一方面，自上次非农就业数据公布以来，杠杆资金一直在买入美元。 数据显示，尽管欧洲央行行长拉加德发出鹰派信号并且市场重新定价了欧洲央行的政策预期，欧元兑美元却未能上涨。这表明欧央行政策对欧元的推动力 正在减弱，而美元则借此获得了反弹动能。 美元近日反弹引发市场关注。本周三的美联储利率决议或为9月降息奠定基础，美元承压，但真正推动下一轮走势的关键仍将是周五的非农就业数据。 据追风交易台，花旗分析师在最新研究报告中指出，美国劳动力市场若出现疲软迹象，将引发美联储更为鸽派的预期重估，进而推动美元新一轮下跌。花 旗预计，7月份非农就业增长将放缓至10万，失业率可能上升至4.2%。 对于本周三的美联储会议，花旗预计不会成为市场主要催化剂，因为市场已经为9月降息预期计价。真正的焦点将落在周五的非农就业数据，这将成为美 元走势的决定性因素。 花旗还观察到近期 ...