And joining us now ahead of u the first day of a shortened uh trading week, Stephanie Link, High Tower, chief investment strategist and a CNBC contributor. Um we've been hit with you've been hit with just about everything. Uh so now we got the latest. Now we've got a major conflict in the Middle East.Uh Steph, anything change. Again, you you do what you're you keep on keeping on, right. Just just do what you do.Well, I'm trying. It's not easy on c certain weeks, but uh I think we're kind of chipping away at ...

证券研究报告|宏观点评报告 [Table_Date] 2025 年 06 月 16 日 [Table_Title] 5 月零售加速，不只是国补 6 月 16 日，统计局公布 5 月经济数据。如何看待经济数据的边际变化？ 第一，外贸仍有压力，拖累工业生产，预计 6 月外贸拖累有望下降。5 月工业增加值同比 5.8%，较前月放 缓 0.3 个百分点。出口交货值同比增长 0.6%，较前月的 0.9%继续小幅放缓。5 月 12 日中美达成日内瓦协议， 对美出口订单在 5 月中下旬可能逐渐释放，对 5 月工业生产拉动还不明显，或更多体现在 6-7 月数据上。从对美 发船数据来看，6 月上旬已从 5 月下旬的同比-20%回到 0 附近。8 月开始出口能否维持较高增速，取决于前期透 支的出口需求和新协议达成的关税税率。 二季度 GDP 同比 5%+或可期。5 月服务业生产指数同比较前月小幅加快 0.2 个百分点至 6.2%。综合 5 月 工业和服务业加权同比增长 6.1%，较 4 月的 6.0%略有加快，4-5 月平均值与一季度基本持平。如 6 月工业服务 业加权同比仍在 5.5-6.0%区间，二季度 GDP 同比将达 5 ...

Let's take a look at what's going on in big tech right now. Joining us is Dan Niles. He's Niles Investment Management founder and portfolio manager.By the way, this is Dan's first time in New York since co. Really. Yeah.I mean, the last time I was on set was January 27th of 2020 and I remember that was the day Apple reported and I remember being on set and they were like, "Well, what are you thinking?" and think I said I think this co thing is going to be a big deal and I'm not going to be and then they I t ...

2025 年 6 月 10 日星期二 【实时热点】 【美国债市】 2 年期美债收益率跌 4.15 个基点报 3.993% 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 证 券 研 1 【经济数据】 究 报 告 美国会预算办公室：美国可能会在 8 月中旬用尽避免债务触 及上限的措施 美联储调查：5 月消费者通胀预期全面下降，为 2024 年来 首次 日本修正后 GDP 萎缩收窄至 0.2% 中国对沙特等 4 国试行免签政策 中国 5 月 CPI 同比降 0.1%，PPI 同比降幅扩大至 3.3% 海关总署：前 5 个月货物贸易进出口同比增长 2.5% 5 月全国乘用车市场零售 196 万辆，同比增 13.9% 英国金融监管机构与英伟达达成合作，为银行 AI 实验提供 安全沙盒 亚马逊拟在宾夕法尼亚州投资 200 亿美元用于 AI 和云计算 星巴克中国将发力非咖啡饮品市场 5 年期美债收益率跌 4.39 个基点报 4.079% 10 年期美债收益率跌 3.18 个基点报 4.474% 0 5,000 10,000 15,000 20,000 25, ...

Group 1 - Hong Kong will maintain the peg of the Hong Kong dollar to the US dollar, while enhancing its position as a global offshore RMB business center, with plans to introduce more RMB products for overseas investors [1] - The US Senate plans to propose significant revisions to Trump's $3 trillion economic plan, aiming for enactment before July 4, despite criticisms from figures like Elon Musk [1] - The New York Fed's survey indicates a decline in US consumer inflation expectations for May, with the one-year expectation dropping from 3.6% to 3.2%, marking the first decline since 2024 [2] Group 2 - Japan's Cabinet Office revised the first quarter GDP contraction to a 0.2% annual rate, better than the initial estimate of 0.7%, which may support the Bank of Japan's cautious stance [2] - The Japanese government is considering repurchasing previously issued ultra-long bonds at low interest rates, in response to rising yields [3] - Japanese investors sold a record ¥1.48 trillion in German sovereign bonds in April, the largest monthly reduction since 2014, and also sold ¥1.07 trillion in US sovereign bonds, the largest reduction since October of the previous year [3] Group 3 - US stock indices closed mixed, with the Dow Jones remaining flat at 42,761.76 points, the S&P 500 rising by 0.09% to 6,005.88 points, and the Nasdaq increasing by 0.31% to 19,591.24 points [4] - US Treasury yields fell across the board, with the 2-year yield down 4.15 basis points to 3.993%, and the 10-year yield down 3.18 basis points to 4.474% [4] Group 4 - International oil prices strengthened, with US crude oil main contract rising by 1.24% to $65.38 per barrel, and Brent crude oil main contract increasing by 0.96% to $67.11 per barrel [5] - The US dollar index fell by 0.19% to 99.01, while non-US currencies generally appreciated against the dollar [5]

江苏省是我国最富有的省份之一，甚至在一定程度上都可以去掉"之一"两字。 江苏省自2020年起GDP总量即突破10万亿元，2024年更是高达 13.70万亿元 ，和广东是我国目前唯 二的GDP总量突破10万亿的省份。 广东省虽然在GDP总量方面位于江苏省之上，但两者差距越来越小。如2020年时江苏GDP总量仅是 广东的92.5%，而2024年占比则高达了 96.7% 。 更何况从人均GDP看，2024年江苏全省人 均GDP高达16.07万元 ，远高于广东的9.76万元，在全国 各省中位居第一。 江苏下辖有13个地级市，分别是南京、无锡、徐州、常州、苏州、南通、连云港、淮安、盐城、扬 州、镇江、泰州和宿迁。这13个地级市全部进入了百强市排行榜。江苏是全国唯一下辖地级市全部进入 百强市的省。 从各市看，省会南京虽然自身经济实力很强，但无论在GDP总量、人均GDP，还是财政收入以及居 民支配收入等多方面均不能体现其省会的"首位度"。省会南京"带头大哥"地位不强，各"小弟"自身实力 又不俗，因此13个地市"各自为政"，被戏称为"十三太保"。 下面就对江苏"十三太保"主要经济指标进行对比。看看强省下辖的各市谁是"强中强" ...

[Music] Greetings everyone. It is uh in the know day as well employment Friday uh and uh we have a lot to discuss as usual we'll we'll go through fiscal policy monetary policy economic indicators market indicators and uh we'll talk a little bit about uh some real breakthroughs in terms of uh the market recognizing how much innovation is taking place. Um so uh starting w with fiscal policy and I'll I'll go through and and just uh make a few observations before we flip to charts.So um on fiscal policy, well t ...

英国财政大臣里夫斯：最新的GDP和商业调查显示，我们正开始扭转局面。 ...

金十数据6月5日讯，据外媒报道，美国4月份的贸易逆差创下历史最大降幅，主要原因是进口大幅减 少，这表明一些公司在高额关税实施前提前大量囤积商品的现象突然结束。美国商务部数据显示，商品 和服务贸易逆差较上月缩小了55.5%，降至616亿美元，为2023年以来最低水平，并且完全逆转了第一 季度逆差急剧扩大的情况。4月份贸易逆差的急剧缩小有望使贸易在第二季度对GDP做出重大贡献，此 前贸易逆差扩大，在很大程度上导致一季度年化GDP下降了0.2%。 美国贸易逆差创历史最大降幅 ...

6月5日消息，韩国第一季度GDP同比持平，预估下降0.1%；第一季度GDP环比下降0.2%，预估为 0.2%。 ...