Core Viewpoint - The decision to lower interest rates by the Reserve Bank of India will depend on the outlook for economic growth and inflation rather than current data [1] Group 1 - The Reserve Bank of India's stance indicates a forward-looking approach to monetary policy, focusing on future economic conditions [1] - The central bank emphasizes the importance of economic growth and inflation expectations in determining interest rate adjustments [1]

Core Viewpoint - The article discusses President Trump's visit to the Federal Reserve, where he criticized the cost overruns of a renovation project and reiterated his call for interest rate cuts, indicating a potential political motive behind his criticisms of Fed Chairman Powell [1][6][8]. Group 1: Renovation Project - The Federal Reserve's renovation project, initially estimated at $1.9 billion in 2021, has ballooned to $2.5 billion, with Trump claiming it could be as high as $3.1 billion [1][2]. - The renovation involves updating infrastructure in two buildings constructed in the 1930s, which had never been renovated before [1]. - Trump criticized the project, comparing it unfavorably to a previous renovation he oversaw, which cost approximately $200 million [5]. Group 2: Interest Rate Discussion - Trump urged the Federal Reserve to lower interest rates, claiming that a reduction of 3 percentage points could save the government over $1 trillion annually [5]. - Financial analysts caution that lowering rates too soon could exacerbate inflation risks, which currently remain above the Fed's target of 2% [10]. - The Fed has maintained a cautious stance on interest rate cuts, with most economists predicting inflation rates to remain above 3% for the remainder of the year [10]. Group 3: Political Implications - Trump's ongoing criticisms of Powell and the Fed may be aimed at undermining Powell's credibility and justifying a potential dismissal [6][7]. - The political environment surrounding the Fed is tense, with Republican lawmakers also criticizing Powell, suggesting a coordinated effort to challenge his leadership [7]. - Analysts speculate that Trump's focus on the Fed's renovation costs serves to shift public attention from other issues, such as his legal troubles [9].

金十数据7月25日讯，随着通胀放缓以及政府和商界对经济陷入衰退的担忧加剧，俄罗斯央行具备进一 步下调关键利率的操作空间。机构对经济学家的调查显示，预计俄罗斯央行政策制定者将在周五会议上 连续第二次下调基准利率。其中六成受访者预计将降息200个基点至18%，一位分析师预期更大幅度降 息，另有三位预测降幅在100-150个基点之间。在俄乌冲突持续的背景下，此次利率决议将为下半年政 策定调。央行官员们正艰难平衡通胀风险与经济疲软加剧之间的矛盾。莫斯科Finam投资公司经济学家 Olga Belenkaya指出："俄罗斯央行必须对通胀显著放缓作出反应。否则实际利率上升可能导致经济过度 降温，加剧企业财务压力"。 经济学家：俄罗斯经济困境加剧，央行或加大降息力度 ...

贵金属周报(黄金与白银) 特朗普政府持续施压鲍威尔尽快降息， 美国经济与就业数据表现相对景气 黄金和白银 1、美国参众两院通过稳定币相关法案且特朗普将准许养老基金等投资黄金、数字货币等资产；进口关 税推升商品价格致美国6月消费端通胀CPI年率有所升高，初请失业金人数为21.7万低于预期和前值，但因 特朗普政府持续施压鲍威尔实施降息，使美联储9月降息概率有所升高但12月降息概率有所下降。 2、欧洲央行7月暂停降息使存款机制利率维持2%。欧元区与德法7月制造业PMI为49.8/49.2/48.4均延 续回升，欧元区(德国)6月消费者物价指数CPI年率为2%(2%)持平预期但高于前值(低于预期和前值)，拉加 德表示欧美贸易冲突升级或使通胀承压，使市场预期欧洲央行25年底前或降息1次左右。 3、英国央行5月关键利率下降25个基点至4.25%，延续24年10月至25年9月减持1000亿英镑政府债券。 英国6月消费者物价指数CPI（核心CPI）年率为3.6%（3.7%）高于预期和前值，7月SPGI制造(服务)业PMI为 48.2(51.2)高(低)于预期和前值，但因4-5月国内生产总值GDP月率连续为负，使英国央行8月降 ...

Group 1 - The core viewpoint of the articles revolves around President Trump's visit to the Federal Reserve, where he expressed a strong desire for interest rate cuts, indicating a potential influence on future monetary policy decisions [1][2]. - Trump's visit comes just before a crucial two-day interest rate meeting of the Federal Reserve, with market expectations leaning towards maintaining the current benchmark rate of 4.25%-4.50% [2]. - The dollar index showed a slight increase, reported at 97.57 with a rise of 0.09%, indicating a potential recovery from previous declines [1]. Group 2 - Trump's comments during the visit suggest a continued push for lower borrowing costs to stimulate economic growth, which he believes will benefit American businesses and consumers [2]. - Despite his previous criticisms of the Federal Reserve's monetary policy, Trump's tone during this visit appeared more conciliatory, opting for public appeals rather than direct pressure [2]. - The technical analysis of the dollar index indicates a fragile recovery, with key resistance levels at 98.400 and support at 96.377, suggesting that the index's future movements will be closely watched [3].

Group 1 - The stock price of LuKong (LU.US) increased by 5.68% to close at $3.35, with a trading volume of $27.44 million on July 24 [1] - The stock reached a four-month high of $3.41 during the trading session, marking a cumulative increase of 19.6% over the past four trading days [1] - The trading volume over the past two days exceeded $20 million, with today's volume being the highest in three months [1] Group 2 - In Q2 2025, LuKong reported a total new loan amount of RMB 48.9 billion, an increase of 8.1% compared to RMB 45.2 billion in Q2 2024 [2] - Consumer finance loans showed significant growth, reaching RMB 28.9 billion in Q2 2025, up 30.6% from RMB 22.1 billion in Q2 2024 [2] - The cumulative number of borrowers increased to approximately 27.8 million as of June 30, 2025, a 19.9% rise from about 23.2 million a year earlier [2] - Institutional ownership in LuKong rose from 11.6% in Q3 2024 to 12.85% in Q2 2025, indicating sustained institutional interest [2]

周三我们强调多头的持续性，多头看似凶猛，实际上就涨了两天，因为在向上突破3375~80区域之前就是个区间扫荡；突破后多头迎来上涨，连续两个交易 日上攻，似乎要打破近期的大扫荡；然而在抵达前期次高点3438一线掉头向下，日线两连阴，多头优势不再。 黄金，最终还是走了大扫荡，多头延续性非常差，在周一向上突破3360区域及3375区域阻力后；多头看似来势汹汹，也就涨了两个交易日；周三最高抵达前 期次高点3438一线后旋即迎来下跌，当日以大阴线收盘，最大跌幅接近60美元；昨日延续周三的惯性下挫，亚欧盘弱势向下，最低一度跌至3350区域，美盘 时段才稳住颓势迎来反弹，最终日线仍以大阴线收盘，带有17美元的下影线。 互联网上传出一张照片，特朗普戴着白色安全帽，视察美联储总部，和美联储主席鲍威尔会面，当众争吵起来。特朗普在美联储总部的建筑工地外发表讲话 时说，他与鲍威尔的会晤"没有紧张气氛"，就降息问题进行了"富有成效"的对话。特朗普和几位顾问分别表示，他们希望鲍威尔辞职，并希望美联储在下周 的会议上降息。但，之后又否认解雇鲍威尔。 离8月1日关税有一个截止日期越来越近，黄金前两天的上涨主要是受关税消息影响；欧美关税，中美 ...

Market Overview - International gold prices experienced fluctuations and closed lower on May 24, with an opening price of $3398.14 per ounce, a high of $3398.14, a low of $3351.38, and a closing price of $3372.53 [1] Economic Indicators - The preliminary S&P Global Manufacturing PMI for the U.S. in July recorded 49.5, below market expectations of 52.7 and down from the previous value of 52.9. The preliminary S&P Global Services PMI for July was 55.2, exceeding expectations of 53 and the previous value of 52.9 [2] - Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, noted that the latest PMI data indicates a significant acceleration in the U.S. economy at the beginning of the third quarter, but the sustainability of this growth remains uncertain. The manufacturing sector showed its first deterioration of the year, partly due to the fading impact of short-term purchases driven by tariff expectations [2] - Inflationary pressures are rising, with companies attributing cost and price increases to tariffs. The price increase for goods and services in July was one of the largest in the past three years, suggesting that consumer price inflation may exceed the Federal Reserve's 2% target in the coming months [2] Federal Reserve Developments - President Trump and Federal Reserve Chairman Jerome Powell engaged in a public dispute regarding the renovation costs of the Federal Reserve headquarters, with Trump claiming costs rose from $2.7 billion to $3.1 billion, while Powell disputed the accuracy of this data [3] - Nick Timiraos described Trump's visit to the Federal Reserve as a political performance aimed at increasing pressure on the Fed and tarnishing Powell's public image, while also pushing for interest rate cuts [5] - According to CME's "FedWatch," the probability of the Federal Reserve maintaining interest rates in July is 95.9%, with a 4.1% chance of a 25 basis point cut. For September, the probability of maintaining rates is 39.2%, while the cumulative probability of a 25 basis point cut is 58.4% [7] European Central Bank Insights - The European Central Bank (ECB) decided to keep interest rates unchanged and reiterated its data-dependent approach, emphasizing the resilience of the Eurozone economy [5] - ECB President Christine Lagarde stated that the bank is in a "good position" and does not rule out considering interest rate hikes, although the global trade policy environment remains unstable, leading to increased uncertainty regarding inflation [6] - Lagarde highlighted that the risks to economic growth are tilted to the downside, and improvements in business confidence could stimulate private investment [6] Geopolitical Context - The U.S. Special Envoy for Middle East Issues, Wittekopf, announced the U.S. withdrawal from the Doha ceasefire negotiations between Israel and Hamas, citing Hamas's lack of serious negotiation [6] Gold ETF Holdings - The largest gold ETF, SPDR Gold Trust, saw an increase in holdings by 2.29 tons, bringing the total to 957.09 tons [6]

Market Overview - Major indices showed mixed performance, with the Dow Jones Industrial Average down by 316.38 points (-0.70%) at 44,693.91, while the Nasdaq increased by 37.95 points (0.18%) to 21,057.96 [2] - European markets also displayed varied results, with the FTSE 100 up by 76.88 points (0.85%) at 9,138.37, while the CAC 40 fell by 32.15 points (-0.41%) to 7,818.28 [2] - In Asia, the Shanghai Composite Index rose by 23.43 points (0.65%) to 3,605.73, and the Hang Seng Index increased by 129.11 points (0.51%) to 25,667.18 [2] Federal Reserve and Economic Policy - Trump downplayed tensions with Federal Reserve Chairman Powell regarding project cost overruns, emphasizing that interest rate cuts are a more pressing issue [3][4] - Trump stated that he does not see the need to dismiss Powell, indicating a focus on monetary policy rather than personnel changes [4] European Central Bank - The European Central Bank (ECB) maintained interest rates and provided a slightly optimistic assessment of the Eurozone economy, leading to reduced expectations for further rate cuts [5][6] - ECB President Lagarde noted that the economy is in a "good state" and inflation is expected to stabilize at target levels [6][7] - Market expectations shifted, with traders now anticipating a 18 basis point cut instead of the previously expected 23 basis points [7] OpenAI Developments - OpenAI is preparing to launch GPT-5 in early August, along with mini and nano versions for API use [8] - An open-source language model is also set to be released by the end of July, marking the first public release of model weights since GPT-2 [8] Tesla's Financial Performance - Tesla reported second-quarter revenue and profit below expectations, with digital assets valued at $1.24 billion, a significant increase from $722 million a year ago [9] - The company faced criticism for selling 75% of its Bitcoin holdings in mid-2022, missing out on potential gains as Bitcoin prices surged [9] Intel's Financial Results - Intel reported a second-quarter revenue of $12.86 billion, a slight increase of 0.2% year-over-year, but incurred a net loss of $2.92 billion compared to a loss of $1.61 billion in the same period last year [10] - The company expects third-quarter revenue to be between $12.6 billion and $13.6 billion, aligning closely with market estimates [11] - Intel announced a plan to cut 15% of its workforce, reducing its total employee count from 96,400 to approximately 75,000 by the end of the year [12]

金十数据7月25日讯，特朗普对鲍威尔说"我希望他降低利率"时用力地拍了拍鲍威尔的背，随后鲍威尔 尴尬地笑了一下。 订阅特朗普动态 +订阅 现场视频 现场视频 特朗普当面要求鲍威尔降息时用力拍了一下后者 "打工人"鲍威尔被拍后尴尬一笑。 现场视频 V - r enti 7 -7 15 BE 1 OR ...