利空来袭！深夜，全线下挫！

Group 1 - The uncertainty surrounding tariffs is once again overshadowing the financial markets [1] - As the deadline for tariff negotiations set by the U.S. approaches, global market tensions have increased, leading to declines in European and U.S. stock futures [2][5] - India plans to impose retaliatory tariffs on the U.S. due to the impact of U.S. tariffs on its automotive exports [3] Group 2 - U.S. Bank strategist Michael Hartnett suggests it may be time to sell stocks after the S&P 500 index reached a historical high following three months of gains [4][9] - Hartnett warns of rising bubble risks during the summer as the "Big and Beautiful" bill has been passed, indicating potential market corrections [10][11] - The report highlights significant capital outflows from U.S. growth stocks and mid-cap stocks, with $5 billion and $5.7 billion withdrawn respectively, marking the largest outflows since March 2023 [12][13] Group 3 - The June employment report may lead the Federal Reserve to maintain a wait-and-see approach throughout the summer, delaying potential interest rate cuts [14] - According to CME's FedWatch tool, there is over a 95% probability that the Fed will keep rates unchanged in July, with a 70% chance of a rate cut in September [15]