美国总统特朗普在接受NBC新闻采访时表示："我们将宣布所有剩余国家都必须支付关税，无论是20% 还是15%。" ...

美国总统特朗普：“我们将宣布所有剩余国家都必须支付关税，无论是20%还是15%。” ...

美联储古尔斯比：目前还没有太多迹象表明关税推高了通胀。 ...

Core Viewpoint - The economic hard data appeared stable before the announcement of tariffs on April 2 by the Federal Reserve's Goolsbee [1] Group 1 - The Federal Reserve's assessment indicates that economic indicators were showing stability prior to the tariff announcement [1]

Market Performance - S&P 500 and Nasdaq reached new highs despite tariff concerns, with Tesla's stock rising by 4.7% due to the expansion of its Robotaxi business [1] - Nvidia achieved a three-day streak of record highs, increasing its market capitalization to $4 trillion [1] - MP Materials, a rare earth mining company, saw its stock surge nearly 51% [1] - Delta Airlines regained its profit guidance for the year, resulting in a 12% stock increase [1] Tariff Developments - Myanmar is negotiating with Trump for potential zero tariffs on exports to the U.S. before the August deadline [1] - Brazilian President announced plans to negotiate tariffs with the U.S., threatening reciprocal measures if negotiations fail [1] - Trump announced a 50% tariff on copper starting August 1, prompting traders to expedite shipments to Hawaii [1] - HSBC indicated that the August 1 tariff could be a turning point for copper prices in Shanghai and London [1] Federal Reserve Insights - Trump urged the Federal Reserve to lower interest rates quickly, praising Nvidia's stock performance [1] - Federal Reserve Governor Waller suggested considering a rate cut in July and supported continued balance sheet reduction [1] - There are differing opinions within the Federal Reserve regarding the lasting impact of tariffs on inflation, with some expecting effects to persist into next year [1] Industry Developments - OPEC+ is reportedly discussing a pause in production increases starting in October [1] - OpenAI released its first "open weights" model in six years, potentially challenging Microsoft's exclusive agreement [1] - Grok 4 was officially launched, boasting the strongest computational training capabilities to compete with GPT-5 and Claude 4 Opus [1] - Ant Group plans to introduce Circle stablecoin and is considering applying for licenses in multiple regions [1] - U.S. rare earth stocks surged in pre-market trading, with MP Materials receiving investment from the Pentagon for factory expansion [1]

Core Viewpoint - The US stock market continues to rise, with the S&P 500 and Nasdaq indices reaching new closing highs, driven by positive earnings forecasts from Delta Air Lines and Nvidia's market cap milestone [1][3]. Market Performance - The Dow Jones Industrial Average rose by 192.34 points to 44,650.64, an increase of 0.43%; the S&P 500 increased by 0.27% to 6,280.46; and the Nasdaq slightly rose by 0.09% to 20,630.66, marking the eighth new closing high for the S&P 500 this year [1]. - Among the 11 major sectors of the S&P 500, nine sectors saw gains, while communication services and technology sectors experienced slight declines of 0.5% and 0.1%, respectively [2]. Company Highlights - Nvidia's stock rose by 0.7%, with its market cap surpassing $4 trillion for the first time [3]. - Tesla's stock surged by 4.7% as the company announced its annual shareholder meeting for November [3]. - Delta Air Lines' stock jumped by 12% after reporting Q2 earnings of $2.10 per share, exceeding analyst expectations of $2.06, and revenue of $15.51 billion, slightly above market forecasts [6][7]. - The airline sector performed strongly, with United Airlines and American Airlines rising by 14.3% and 12.7%, respectively [8]. - Chinese concept stocks showed mixed results, with the Nasdaq Golden Dragon China Index rising by 0.90%. Alibaba increased by over 2%, while Netease fell by over 2% [5]. Economic Indicators - Initial jobless claims in the US fell to 227,000, the lowest in seven weeks, better than the expected 235,000, indicating a strong labor market [9]. - Financial analysts noted that Delta's optimistic guidance and the favorable jobless claims data boosted market risk appetite [9]. - Recent uncertainties have eased, with significant legislative progress and clearer tariff issues contributing to market stability [9]. Commodity Market - International oil prices declined, with WTI crude oil futures dropping by 2.65% to $66.57 per barrel, and Brent crude oil futures falling by 2.21% to $68.64 [10].

Group 1 - The core message indicates that Canada is expanding employment insurance measures to mitigate the impact of tariffs [1] Group 2 - The expansion of employment insurance is aimed at providing financial support to workers affected by the tariffs [1] - This move is part of a broader strategy to stabilize the labor market amid trade tensions [1]

金十数据7月11日讯，旧金山联储主席戴利表示，她仍认为今年可能会有两次降息，并指出关税对价格 的影响较预期更为温和的可能性正在上升。戴利透露，部分企业正在协商分摊关税成本，从而减少转嫁 给终端消费者的比例。她表示，美国经济状况良好，经济增长和消费者支出正在放缓，但还没有减弱。 通胀正朝着美联储2%的目标迈进。"我认为可能会出现两次降息，但每个人的预期都存在不确定性，考 虑在秋季实施降息"， 戴利表示。 美联储戴利：预计2025年将降息两次 关税影响或弱于预期 ...

Core Viewpoint - The Federal Reserve's Daly suggests that tariffs are not as high as previously expected, which may provide some relief to the market [1] Group 1 - The current tariff levels are lower than anticipated, potentially easing market pressures [1]

Core Viewpoint - The Federal Reserve's Daly stated that there is no evidence of sustained impact from tariffs on prices [1] Group 1 - The Federal Reserve is monitoring the effects of tariffs on the economy but has not found lasting evidence of their influence on pricing [1] - Daly emphasized the importance of ongoing analysis to understand the broader economic implications of tariffs [1]