早餐 | 2025年6月20日

Group 1 - U.S. financial markets are closed on Thursday, with U.S. stock futures and European stocks declining, as Nasdaq 100 futures fell over 1% [1] - The Chinese Ministry of Commerce is accelerating the review of export license applications related to rare earths in accordance with laws and regulations [1] - The Chinese National Narcotics Control Office has decided to regulate N-ethylpentylone and 12 new psychoactive substances [1] Group 2 - The White House spokesperson stated that Trump will decide within two weeks whether to strike Iran [1] - Trump has repeatedly called for the Federal Reserve to cut interest rates by 2.5 percentage points and criticized Powell as foolish [1] - The EU is pushing for a "UK-style" trade agreement with the U.S., increasingly accepting a 10% tariff level as a baseline for trade agreements [1] Group 3 - Canada is considering raising countermeasures against U.S. steel and aluminum tariffs to protect domestic industries [1] - The Bank of England maintained its current policy but signaled a dovish stance, with the number of officials supporting rate cuts exceeding expectations, raising the likelihood of two 25 basis point cuts this year [1] - Japan is adjusting its bond issuance plan, significantly reducing the issuance of super long-term bonds by over 10% and increasing the issuance of short-term bonds [1] Group 4 - A reminder that China's June LPR will be announced on Friday [1]