格林大华期货早盘提示-20250707

Report Industry Investment Rating - The global economy in the macro and financial sector is rated as "Bullish" [1] Core View - The global economy maintains an upward direction, with positive factors such as strong US non - farm payroll data in June, expected Fed rate cut in September, expanding manufacturing PMIs in the US and China, and improved European manufacturing due to ECB rate cuts and Germany's military expansion [1] Summary by Related Information Important News - Trump has signed tariff letters to about 12 countries with tax rates from 10% to 70%, to be sent on July 8 and implemented on August 1 [1] - US Treasury Secretary Bentsen suggests a possible larger rate cut in September if no near - term cut [1] - UK Chancellor of the Exchequer's 5 - billion - pound welfare cut plan was rejected, causing a more than 20 - basis - point jump in 30 - year UK bond yields [1] - Bentsen says the US is taking measures to maintain the dollar's reserve status and warns about the euro - dollar exchange rate [1] - Japan's Government Pension Investment Fund had a $61.1 - billion loss in Q1, with overseas stocks down 6% and overseas bonds down 2% [1] - Tesla faces sales pressure due to a lack of new models, and Musk shifts focus to autonomous taxis and humanoid robots [1] - OPEC+ eight major members agreed to an 8 - month production increase of 548,000 barrels per day, exceeding the expected 411,000 barrels per day [1] - The Fed is evaluating factors reshaping the US economy and labor market [1] Global Economic Logic - US June non - farm payroll data was much better than expected, and the market anticipates a Fed rate cut in September [1] - US June Markit manufacturing PMI was 52.0, continuing to expand, and China's June PMI production and new order indices also showed expansion [1] - China's crackdown on cut - throat competition boosts listed company performance [1] - The ECB has cut rates 8 times, and Germany's 30% military expansion drives up European manufacturing [1] - China may lead in the "robot race" due to manufacturing and policy advantages [1]