Group 1 - The Federal Reserve faces pressure from Trump to lower interest rates, but concerns about dismissing Powell have paused, indicating other risks are present [1] - The European Central Bank has maintained interest rates after eight consecutive cuts, awaiting clarity on U.S. tariff policies, with September rate cut expectations significantly reduced [1] - Christine Lagarde warns that escalating trade tensions between the U.S. and Europe could exert downward pressure on inflation [1] Group 2 - Initial jobless claims in the U.S. have decreased for the sixth consecutive week, reaching the lowest level since mid-April, while continuing claims remain at high levels not seen since 2021 [1] - China is revising its pricing law for the first time in 27 years as part of its efforts to combat "involution" [1] - The 25th China-EU leaders' meeting has taken place [1] Group 3 - Intel's Q2 revenue exceeded expectations, but the announcement of a 15% workforce reduction raised concerns about the company's competitiveness, leading to a volatile stock response [1] - Luxury goods giant LVMH reported a surprising 9% decline in core business revenue for Q2, with the CFO stating that a 15% tariff would be a "good outcome" [1]
早餐 | 2025年7月25日