Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1] - Goldman Sachs also initiated a new investment in Emera Inc. [1]

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1] - Goldman Sachs also initiated a new position in Emera Inc. [1]

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta in the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1]

美国高盛集团13日在研报中预测，美国联邦储备委员会今年将降息三次，每次25个基点，明年将再降息 两次。 完成上述5次降息后，联邦基准利率将降低至3%至3.25%的区间，低于当前4.25%至4.5%的水平。 贝森特13日告诉告诉彭博社，"我认为我们可能会开启一系列降息，首先是在9月降息50个基点"，"无论 你观察任何经济模型……我们当前的利率水平都应比现在低150个至175个基点"。 来源：新华社 路透社分析，下月降息50个基点的概率13日上升，缘于美国财政部长斯科特·贝森特12日和13日分别在 接受美国福克斯新闻台和彭博新闻社采访时说，他力主大幅降息。他告诉彭博社，鉴于近期就业数据疲 软，他认为美联储降息50个基点可行。 美国劳工部8月1日公布的非农业部门就业数据显著弱于市场预期。7月美国失业率环比升高0.1个百分点 至4.2%，当月非农业部门新增就业岗位7.3万，低于市场预期的11万。同时，美国5月和6月非农业部门 新增就业岗位数量从此前公布的14.4万和14.7万分别大幅下调至1.9万和1.4万，显示美国就业市场明显降 温。 美国总统唐纳德·特朗普随后指责美国就业数据遭人为操控，并以此为由解雇时任劳工统计 ...

新华财经北京8月14日电（卜晓明）美国高盛集团13日在研报中预测，美国联邦储备委员会今年将降息三次，每次25个基点，明年将再降息两次。 这是2022年6月22日在美国华盛顿拍摄的美联储大楼。新华社记者刘杰摄 完成上述5次降息后，联邦基准利率将降低至3%至3.25%的区间，低于当前4.25%至4.5%的水平。 路透社分析，下月降息50个基点的概率13日上升，缘于美国财政部长斯科特·贝森特12日和13日分别在接受美国福克斯新闻台和彭博新闻社采访时说，他力 主大幅降息。他告诉彭博社，鉴于近期就业数据疲软，他认为美联储降息50个基点可行。 美国劳工部8月1日公布的非农业部门就业数据显著弱于市场预期。7月美国失业率环比升高0.1个百分点至4.2%，当月非农业部门新增就业岗位7.3万，低于 市场预期的11万。同时，美国5月和6月非农业部门新增就业岗位数量从此前公布的14.4万和14.7万分别大幅下调至1.9万和1.4万，显示美国就业市场明显降 温。 美国总统唐纳德·特朗普随后指责美国就业数据遭人为操控，并以此为由解雇时任劳工统计局局长埃丽卡·麦肯塔弗。 贝森特13日告诉告诉彭博社，"我认为我们可能会开启一系列降息，首先是 ...

Group 1 - The pressure exerted by President Trump on government statisticians and private forecasters may create market confusion, leading to short-term volatility suppression but potential future corrections [1][2] - Trump's recent actions include criticizing the Bureau of Labor Statistics (BLS) and dismissing its director, as well as attacking Goldman Sachs for its research on tariffs, indicating a trend of questioning economic data credibility [1][2][3] - The appointment of E.J. Antoni, a controversial economist, to lead the BLS raises concerns about potential biases in economic data collection and reporting, particularly regarding employment and inflation metrics [2][3] Group 2 - The ongoing scrutiny of BLS employment data, which has faced issues like low response rates and significant revisions, highlights the challenges in maintaining accurate economic indicators [2][4] - Trump's attacks on economic forecasts may lead to self-censorship among economists, reducing the diversity of opinions and potentially skewing market perceptions [4][5] - The potential for political bias in official data could result in misleading representations of economic conditions, which may create a false sense of stability in the market [6]

美国劳工部8月1日公布的非农业部门就业数据显著弱于市场预期。7月美国失业率环比升高0.1个百 分点至4.2%，当月非农业部门新增就业岗位7.3万，低于市场预期的11万。同时，美国5月和6月非农业 部门新增就业岗位数量从此前公布的14.4万和14.7万分别大幅下调至1.9万和1.4万，显示美国就业市场明 显降温。 美国总统唐纳德·特朗普随后指责美国就业数据遭人为操控，并以此为由解雇时任劳工统计局局长 埃丽卡·麦肯塔弗。 贝森特13日告诉告诉彭博社，"我认为我们可能会开启一系列降息，首先是在9月降息50个基 点"，"无论你观察任何经济模型……我们当前的利率水平都应比现在低150个至175个基点"。（卜晓 明） 新华社北京8月14日电 美国高盛集团13日在研报中预测，美国联邦储备委员会今年将降息三次，每 次25个基点，明年将再降息两次。 完成上述5次降息后，联邦基准利率将降低至3%至3.25%的区间，低于当前4.25%至4.5%的水平。 英国伦敦证券交易所集团提供的数据显示，截至13日晚些时候，美国利率期货市场显示，美联储9 月降息25个基点的概率为93%；降息50个基点的概率为7%。而在当天早些时候，美联储下月降 ...

路透社分析，下月降息50个基点的概率13日上升，缘于美国财政部长斯科特·贝森特12日和13日分别在 接受美国福克斯新闻台和彭博新闻社采访时说，他力主大幅降息。他告诉彭博社，鉴于近期就业数据疲 软，他认为美联储降息50个基点可行。 美国劳工部8月1日公布的非农业部门就业数据显著弱于市场预期。7月美国失业率环比升高0.1个百分点 至4.2%，当月非农业部门新增就业岗位7.3万，低于市场预期的11万。同时，美国5月和6月非农业部门 新增就业岗位数量从此前公布的14.4万和14.7万分别大幅下调至1.9万和1.4万，显示美国就业市场明显降 温。 美国总统唐纳德·特朗普随后指责美国就业数据遭人为操控，并以此为由解雇时任劳工统计局局长埃丽 卡·麦肯塔弗。 贝森特13日告诉告诉彭博社，"我认为我们可能会开启一系列降息，首先是在9月降息50个基点"，"无论 你观察任何经济模型……我们当前的利率水平都应比现在低150个至175个基点"。（完）（卜晓明） 【新华社微特稿】美国高盛集团13日在研报中预测，美国联邦储备委员会今年将降息三次，每次25个基 点，明年将再降息两次。 完成上述5次降息后，联邦基准利率将降低至3%至3.25% ...

Group 1 - The dialogue between a Chinese scholar and a Jewish tycoon highlights the contrasting perceptions of intelligence, with the Jewish tycoon praising the subtlety and low-profile nature of Chinese wisdom [1] - The competition between China and the Jewish community has intensified, with ongoing media coverage of the US-China rivalry indicating a broader geopolitical struggle [3][4] - The Jewish community in the US, despite being only 2% of the population, wields significant influence in politics and economics, with key positions held by Jewish individuals [6] Group 2 - Jewish individuals dominate major financial institutions in the US, controlling significant capital and political resources, which allows them to exert influence over global wealth through the dollar hegemony [7] - The historical context of Jewish influence in China dates back to the Opium Wars, where Jewish families played a role in economic control, impacting China's decline [9] - China's rise on the global stage signals a challenge to Jewish influence, with a firm stance against external pressures and a commitment to national rejuvenation [11][13]

Group 1 - Goldman Sachs' economic outlook report predicts that by the end of this year, American consumers will feel the full impact of tariff policies, leading to significant political backlash from President Trump [2] - The effective tariff rate has surged from 3% at the beginning of the year to 18%, indicating a rapid acceleration in price transmission mechanisms as companies deplete their buffer inventories [2] - Economists warn that the current tariff increases are unprecedented since World War II, creating substantial uncertainty regarding cost transmission [2][3] Group 2 - The inflation transmission is not limited to goods but has also affected service sector input prices, with core service prices showing unexpected strength [3] - The "sticky price CPI" indicator compiled by the Cleveland Fed has reached an annualized growth rate of 3.8%, the highest since May 2024, significantly outpacing the more volatile food and energy prices [3] - Current tariff policies could potentially reduce U.S. GDP by 1% and increase inflation by 1% to 1.5%, with core CPI projected to reach 3.5% by year-end [3] Group 3 - The Federal Reserve faces dual pressures from rising inflation expectations and weak labor market signals, with market expectations leaning towards maintaining a wait-and-see approach until 2025 [4] - Retailers are adjusting pricing strategies in response to rising costs, and some companies are considering relocating production lines to avoid tariff risks [5] - The ongoing economic debate reflects a broader examination of the resilience of the U.S. economy amid global value chain restructuring and cost reallocation [5]