You referred to the inflation risk. The White House would also like the Federal Reserve to cut interest rates. You've been in the room a few times, I'm sure, talking about this Federal Reserve.How did the president end up with a Fed chair that he disliked so much. How did that happen. Well, well, I've been watching a lot of what the president has had to say about Jay Powell lately, and he did appoint him.So that's part of the awkward aspect here. Well, first, I think the president of the United States is fu ...

Treasuries edge lower ahead of a sale of 30-year bonds and jobs data that may provide clues on future interest rate cuts by the Fed https://t.co/FOahoKUcLN ...

巨丰投顾高级投资顾问丁臻宇表示，今年以来，银行股表现的背后投资逻辑在于：其一，银行股具有类 债券属性，为保险等长期资金提供了除国债之外的长线配置选择；其二，银行股是公募基金风格漂移回 归的受益品种，过去被显著低配，由此带来流动性溢价；其三，银行股受益于降准降息，基本面有所好 转。 当天稀土永磁板块亦表现亮眼，录得1.92%的涨幅。个股方面，行业头部公司北方稀土股价收获涨停板 (涨幅约10%)。 消息面上，北方稀土近日公告称，预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净 利润8.8亿元至9.4亿元。(完) 中新社北京7月10日电 (记者 陈康亮)中国A股具有代表性的上证指数10日(周四)时隔近三年半(以收盘价 计)成功重返3500点之上。 当天A股三大股指集体飘红。截至当天收盘，上证指数报3509点，涨幅为0.48%；深证成指报10631点， 涨幅为0.47%；创业板指报2189点，涨0.22%。沪深两市成交总额约14942亿元(人民币，下同)，较上一 个交易日缩量约110亿元。 从盘面上看，当天A股行业板块涨多跌少，房地产开发、工程咨询服务、房地产服务等板块领涨；金融 板块则继续发力，根据 ...

Company Overview - First BanCorp is a Puerto Rico-based holding company that operates FirstBank Puerto Rico [1] - The company has a concentrated presence in the Puerto Rico market, with approximately 80% of its loans originating from this geography [1] Investment Focus - The company is characterized as a value-focused investment entity, conducting fundamental research across various sectors including chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The investment strategy emphasizes acquiring stocks that are undervalued and have potential catalysts in the near future [1] - The investment horizon for the company ranges from one quarter to two years [1] Experience and Expertise - The company has over three years of active investing experience and has served as a buy-side analyst at a boutique research firm and family offices [1]

Interest Rate Decision - The market widely anticipated the RBA (Reserve Bank of Australia) to cut interest rates this week, but the expectation was incorrect [1] Economic Factors - The podcast explores factors that could shift the economic outlook [1] - Housing market dynamics and Trump's tariffs are relevant considerations [1]

| | | | | 国贸期货研究院 | | 投资咨询号: Z0013700 | | | 2025/7/10 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 宏观金融研究中心 日素娜 | | 从业资格号:F3023916 | | | | | | 日期 | 伦敦金现 | 伦敦银现 | COMEX黄金 | CONEX日银 | AU2508 | AG2508 | AU (T+D) | AG (T+D) | | 内外盘金 银15点价 | | (美元/盎司) | (美元/盎司) | (美元/登司) | (美元/盎司) | (元/克) | (元/千克) | (元/克) | (元/千克) | | 格跟踪 | 2025/7/9 | 3293. 35 | 36. 60 | 3301. 80 | 36. 80 | 764. 70 | 8879.00 | 763.00 | 8864. 00 | | (本表數 据来源: | 2025/7/8 | 3336. 45 | 36. 85 | 3346. 60 | 37.07 | 774. 14 ...

Key African economies are set to stake out different approaches to interest rates in the coming weeks as they gauge the impact of US President Donald Trump’s new tariff proposals and their domestic influences on their economies and inflation. https://t.co/OyxYx8GLDM ...

Australian Treasurer Jim Chalmers and the Reserve Bank’s interest-rate setting board have agreed that members will conduct at least one speech or public engagement a year, as well as publishing unattributed votes. https://t.co/Zm16WBbnRq ...

Nearly everyone expected the RBA to cut interest rates this week... and nearly everyone was wrong. On this week's Bloomberg Australia podcast, @mel_bourke and @Swatisays explore what could shift the outlook, and how housing and Trump’s tariffs fit in. https://t.co/JOCLwMwLn4 ...

盘前要闻 1、特朗普第二波征税函来袭：覆盖八个国家，巴西关税50%迄今最高 类型：宏观 情绪影响：负面 自8月1日起，美国将对菲律宾产品征收20%的关税，对文莱和摩尔多瓦征25%关税，对阿尔及利亚、伊 拉克、利比亚和斯里兰卡征30%关税;另外对巴西产品征收50%的关税，特朗普称这源于美巴不可持续的 贸易逆差，以及巴西审判前总统博索纳罗。 2、英伟达历史性突破4万亿美元市值!巩固其全球资本市场的AI核心地位 类型：公司 情绪影响：正面 周三美股早盘，英伟达股价一度涨近2.8%至164.42美元，总市值短暂突破4万亿美元，成为全球第一家 达到这一里程碑的公司。华尔街也长期看好英伟达，有分析师将英伟达目标价从175美元上调至250美 元，这一水平相当于约6万亿美元的市值。 3、国办印发!加大稳就业政策支持力度，扩大以工代赈政策覆盖范围 类型：宏观 投资锦囊：市场参与者的偏见是市场价格偏离基本面的主要原因。理解这些偏见并利用它们，是投资成 功的关键。 情绪影响：正面 国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》。《通知》明确，支持企业稳定就业 岗位。扩大稳岗扩岗专项贷款支持范围，激励企业扩岗吸纳就业。扩 ...