市场消息：美国最高法院拒绝加快审理对特朗普关税的上诉。 ...

Group 1 - Discussion on potential clues regarding interest rate cuts within the year [1] - Examination of the impact of Trump's tariffs on U.S. inflation, employment, and supply chains [2] - Insights on the international situation, particularly the tensions between Israel and Iran [3] Group 2 - Analysis of discussions surrounding U.S. fiscal policies [4] - Evaluation of Trump's actions against "illegal" immigration and its effects on the job market [5] - Consideration of Trump's deregulatory agenda, stablecoin legislation, and volatility in financial markets [6]

欧元兑美元维持0.5%的涨幅。 美国商务部长卢特尼克宣称，欧洲（与特朗普政府的贸易谈判）可能非常接近终点。 最终，美国贸易法庭对特朗普关税的判决无足轻重。 ...

金十数据6月11日讯，斯巴达资本首席市场经济学家Peter Cardillo表示，我们在通胀方面迎来了好消 息。数据低于预期，我认为关键点在于目前仍未看到特朗普关税对通胀产生影响的迹象。不过，这不太 可能改变美联储的政策基调...但就短期市场而言，这无疑是个积极向好的消息。 经济学家：最新CPI报告料不改美联储政策基调 ...

金十数据6月11日讯，美国上诉法院裁定，在上诉程序进行期间，特朗普的关税措施可能仍将继续生 效。 美国上诉法院裁定特朗普关税在上诉期间或继续生效 ...

Core Viewpoint - The U.S. Court of Appeals has ruled that the tariffs imposed by Trump can be maintained for a longer duration [1] Group 1 - The ruling indicates a potential extension of the tariffs, which may impact trade dynamics and economic relations [1] - This decision could influence various industries that rely on imports affected by these tariffs [1] - The longer duration of tariffs may lead to increased costs for consumers and businesses, affecting overall market conditions [1]

美国上诉法院称特朗普关税可维持更长时间。 ...

Group 1 - The U.S. stock index futures are maintaining gains of less than 0.1% in early Asia trading on Tuesday [1] - The U.S. Court of Appeals is set to rule on whether to extend the enforcement period regarding the legal dispute over most of President Trump's global tariffs [1] - The U.S. Department of Justice requested the Court of Appeals to extend the previously granted short-term stay on the lower court's ruling from May 28, which deemed most of Trump's tariffs illegal [1]

Core Insights - The article highlights two significant positive developments that could impact the debate surrounding the "Beautiful Big Bill" [1] Economic Performance - The Federal Reserve reported a GDP growth of 4.7% in the first two months of the quarter, significantly higher than the Congressional Budget Office's forecast of 1.8% [1] - If GDP growth reaches 3%, the budget could be balanced, indicating that the bill may not increase the deficit but rather be beneficial [1] Trade and Tariffs - Recent data shows that imports in the last month were less than half of the previous month, suggesting that Trump's tariffs are effective and will continue to have an impact [1] Political Implications - Economic performance is seen as a key factor in determining the outcome of the 2026 midterm elections, with confidence expressed that Trump has laid the groundwork for the budget proposal through various executive orders [1]

ca 洪源的宏观策略 洪源:真金白银 06-03 如题。 昨日, 乌克兰派遣无人机深入俄罗斯境内， 突袭了俄罗斯 停靠战略轰炸机群的机场，造成了40多架战机被摧毁, 多架受损。据闻，部分战机是可以携带核武器的轰炸机。 俄罗斯随即反应，在新闻媒体会上声称"核武器已经准备 在新闻媒体会上声称"核武器已经准备就 绪，打击目标不限于乌克兰"，并对于基辅发动了持续时间 最长的一次轰炸袭击。 看新闻标题, 人们难免感觉到整个世界处于核战的边缘, 而乌克兰的这次突袭颇有些"珍珠港"对味道。毕竟，俄罗 斯受损的不仅仅是大量的战机和远程核打击的能力, 而更 多的是这个战斗民族的情节。连乌克兰都打不过,很难称 得上是一个军事强国。最后， 双方谈判继续, 并达成了进 步交换战俘的协定，但停火协议还是遥遥无期。 港股在周末乌克兰突袭的消息后开盘大跌,但是盘中深V反 弹收回四百多点的跌势,令在长假中的A股松了口气。昨夜 美股也走出了类似的深 V 行情，午盘后在英伟达等半导体 公司的带动下展开反弹。 这个数据在这个周期里明显受到了特朗普关税的影 然而, 响。因此,美国今年一二季度的经济数据,在分析的时候 需要考虑关税这个特殊的情况。比如 ...