Group 1: Trade Tariffs - President Trump announced a 30% tariff on products imported from Mexico and the EU starting August [2] - Over 20 countries received new tariff notices from Trump, with rates ranging from 20% to 50%, threatening Brazil with a 50% tariff [2] - Mexico's government views the new tariffs as "unfair treatment" and has initiated negotiations with the U.S. to protect border businesses and jobs [2] Group 2: Federal Reserve and Economic Risks - Deutsche Bank warned that Trump's potential forcing of Fed Chair Powell to resign is a significant and underestimated risk, which could lead to a sharp sell-off in the dollar and U.S. Treasuries [4] - ING strategists noted that while Powell's early departure is unlikely, it would steepen the U.S. Treasury yield curve as investors price in lower rates and faster inflation [4] Group 3: Cryptocurrency Market - Bitcoin reached a new all-time high of $119,000, driven by optimism in the cryptocurrency market [6] - Upcoming congressional reviews of cryptocurrency-related laws are expected to enhance regulatory transparency for the industry [6] - Market sentiment is bullish, with a significant volume of call options indicating traders expect continued price increases [6] Group 4: Investment in AI - SpaceX plans to invest $2 billion in Elon Musk's AI company xAI as part of a $5 billion equity financing round [7] - This investment marks SpaceX's first foray into funding xAI, which has a combined market value of $113 billion after merging with Musk's social media platform [7] Group 5: Upcoming Economic Data - The U.S. is set to release the June CPI report, with expectations of an increase in the annual rate from 2.4% to 2.7% [9] - Key financial reports, including PPI and the Fed's Beige Book, will also be published this week [9] - Major U.S. banks, including JPMorgan, Citigroup, and Wells Fargo, will kick off Q2 earnings reports [10]
马斯克,大动作!
天天基金网·2025-07-14 05:09