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美联储要改规矩了!通胀目标大转弯,你的钱包扛得住吗?
Sou Hu Cai Jing· 2025-07-05 10:51
Group 1 - The Federal Reserve is reassessing its monetary policy framework, indicating a shift from the previous "Flexible Average Inflation Target" (FAIT) due to the failure of this approach in managing inflation effectively [2][4] - The previous policy allowed inflation to exceed 2% temporarily, which led to a significant rise in inflation rates, peaking at 9% in 2021, prompting the Fed to raise interest rates hastily [2][4] - Analysts suggest a return to traditional inflation targets, emphasizing the need to monitor both inflation and employment deviations, reflecting a recognition of the risks associated with high inflation [4] Group 2 - The Federal Reserve plans to enhance its communication strategy, aiming for greater transparency in its economic forecasts and policy intentions [5][8] - The introduction of "alternative economic scenarios" will provide a range of potential outcomes, but may also indicate uncertainty in the Fed's predictions [5] - The Fed's intention to disclose anonymous committee member predictions on interest rates could lead to confusion among investors, as it lacks clarity on individual viewpoints [5][7] Group 3 - The adjustments in the Fed's inflation targets may lead to earlier interest rate hikes, impacting borrowing costs for consumers, which could result in higher mortgage and loan rates [8][10] - Improved communication from the Fed could benefit investors by providing clearer insights into potential policy changes, but skepticism remains regarding the reliability of these forecasts [8][10] - The Fed's policy changes will have global implications, affecting emerging markets and potentially leading to currency fluctuations and market volatility in countries like China [9][10] Group 4 - The recent policy adjustments reflect the Fed's acknowledgment of past mistakes and a desire to mitigate future risks through improved communication [10][11] - The Fed's reliance on expert predictions has proven fallible, highlighting the importance of individual financial responsibility over dependence on institutional forecasts [10][11] - The overall message emphasizes that economic conditions are unpredictable, and individuals should focus on personal financial management rather than solely relying on the Fed's guidance [11]
X @Bloomberg
Bloomberg· 2025-07-05 10:06
Green factory projects took off across the US with federal incentives and optimism about the shift to clean energy. Then came Trump's megabill https://t.co/1MXgXpaH1W ...
X @BBC News (World)
BBC News (World)· 2025-07-05 05:55
Family archive 600 years old returns to Jersey https://t.co/b578jIGnu9 ...
X @Bloomberg
Bloomberg· 2025-07-05 02:10
Leveraging home sensors and AI, Whisker Labs has developed new ways to rapidly track electricity flows to detect grid faults — leaving some power providers trailing https://t.co/QGLCjBd5Px ...
X @The Economist
The Economist· 2025-07-05 00:20
Speaking out on world affairs is in vogue and much of it is doubtless heartfelt and sincere. But it can also have other motives—and unintended consequences https://t.co/5BBOscQO3K ...
Deadly July 4 flooding sweeps through Texas as more rain expected
NBC News· 2025-07-04 16:30
As far as the number of people that may be lost, maybe the number of fatalities, as you mentioned, they have confirmed some fatalities. We just don't have a clear picture yet. When you look at those images, this has just been an unprecedented historical flooding event there.Watching our coverage through some of our affiliates there. I mean, this is an area. Keep in mind that today on the 4th, there were campgrounds there.There were homes. There were people that were seemingly caught off guard by this floodi ...
X @CNN Breaking News
CNN Breaking News· 2025-07-04 14:28
Officials report an unconfirmed number of fatalities in central Texas as torrential rainfall triggers catastrophic flooding with water rescues ongoinghttps://t.co/LOEMiIXtTd ...
和讯投顾颜胜:新的节点已至,稳定币、电力谁能突围
He Xun Cai Jing· 2025-07-04 12:51
(原标题:和讯投顾颜胜:新的节点已至,稳定币、电力谁能突围) 其次就是芯片半导体,昨日大师兄视频提示半导体还得留意其中核心城邦和好尚的反馈,而好尚竞价深 水开盘后直接被砸至地板,这导致了芯片半导体的巨大分歧,台美大为戒备资金兑现,而午后资金意图 通过低位的盈方带动资金回流,但无奈指数冲高回城邦也再度回到水下,这就意味着短期半导体需要休 整才会有新的机会,而医药近期也是反复活跃,除了之前的创新药以外,近期脑机接口概念也是被资金 持续炒作,而其中塞利更是4连成功,热井也是大号20厘米助攻,但细心的师弟会发现盘中脑机概念正 宗的创新炸板回落,并且塞利尾盘仍出现大资金抢跑,这就意味着周一脑机又会面临分歧考验,而脑机 能否再进一步,其中前排的赛利能否顶住压力就较为关键。至于PCB概念的中金虽然冲高回落,但但从 走势上来看趋势依旧良好,而且陈小群清仓离场对于市场来说轿子反而更轻了,因此并不代表其已经结 束。而关于电力近期有信息表示超10省市最高气温将超37度,而历来夏天电力都有一波强势的炒作,那 么接下来仍可持续关注天气的变化。如果高温不断,电力方向或将有望得到资金的青睐。 和讯投顾颜胜分析,这次陈小群真没人跟他玩了,之 ...
炒港美股要交20%个税?今年补税通知密集,境外收入征税法律层面并不“突然”
Di Yi Cai Jing· 2025-07-04 12:13
Core Viewpoint - The Chinese tax authorities have intensified the enforcement of global taxation on individual residents' overseas income, particularly for those investing in Hong Kong and U.S. stocks, with notifications for self-assessment and tax declaration becoming more frequent and widespread since March 2023 [1][2][4]. Group 1: Tax Notification and Compliance - Many Chinese residents investing in overseas markets have received notifications from local tax authorities urging them to declare their overseas income and pay taxes, with a notable increase in such notifications since March 2023 [1][2]. - The tax rate for overseas income, including capital gains and dividends, is set at 20%, and individuals are required to declare their overseas income from the previous year between March 1 and June 30 of the following year [3][4]. - Taxpayers who fail to comply may face penalties, including a daily late fee of 0.05% starting from June 30 [11]. Group 2: Legal Framework and Enforcement - China's global taxation system has a legal basis, requiring residents to report and pay taxes on income earned worldwide, including from cross-border investments [3][4]. - The enforcement of global taxation has historically been limited, but recent advancements in technology and policy have strengthened monitoring and compliance efforts [4][5]. - The implementation of the Common Reporting Standard (CRS) has enhanced the transparency of overseas investment information, leading to an increase in notifications from tax authorities [5][6]. Group 3: Taxpayer Awareness and Behavior - There is a growing awareness among taxpayers regarding the need to comply with tax regulations, as evidenced by an increase in inquiries about overseas income taxation [2][4]. - Some taxpayers still exhibit a sense of complacency, believing they can avoid scrutiny by switching to foreign brokers, despite the risks associated with such actions [11][13]. - Legal experts suggest that taxpayers should focus on understanding tax benefits and optimizing their overseas investment channels to ensure compliance [14].