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 ...

Malaysia’s Attorney General Chambers has confirmed the existence of a document that former premier Najib Razak claims would allow him to serve the rest of his jail term under house arrest https://t.co/sVoaHReJ17 ...

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 ...

Trade Policy & Tariffs - The current US effective tariff rate stands at 15%, increasing to 17% after recent trade agreements, significantly higher than the pre-administration level of 2% or less [9] - The imposition of tariffs is viewed as taxes on American businesses and consumers, ultimately leading to higher prices and reduced spending [14][17] - The US trade policy is causing a reshaping of global supply chains, trade relationships, and geopolitical dynamics [11] - There is concern that the US President's approach to trade deals lacks binding commitment and can be unilaterally altered, making it difficult for other countries to offer meaningful concessions [6][7] Economic Impact - The tariffs are expected to negatively impact economic growth and employment in the latter half of the year [17][18] - Consumers are starting to feel the impact of tariffs through increased costs, as exemplified by unexpected tariff charges on imported goods [15][16] Federal Reserve & Monetary Policy - The US President is expected to exert pressure on the Federal Reserve to lower interest rates, potentially compromising the Fed's independence and its broader economic objectives [21][22]

Goldman is now planning for their new analyst class this year to start implementing a rule where now every 3 months they have to for conflict of interest rules of course tell Goldman whether they have already accepted a job offer from elsewhere whether they've lined up a new opportunity outside the firm which could potentially pre present some problems some headaches maybe they're going to be working on a deal for a private equity company um that they're about to join but their bosses don't know that yet. T ...

President Trump may find that getting the Fed to lower interest rates isn't as simple as replacing Chair Jerome Powell https://t.co/LNhh3E0Svv ...

From @WSJopinion: The President is grasping what some of his staffers don’t: Arming Ukraine is realism rooted in America’s security interests https://t.co/3s3AXHa6vH ...

“Most” Fed staff believe the central bank will lower interest rates in 2025, according to minutes released Wednesday afternoon from the June 17-18 meeting of the Federal Open Market Committee, the Fed’s policy-setting panel.https://t.co/mq9VU8oOlT https://t.co/qWTdz1punZ ...