特朗普称，美联储应迅速降息。特朗普称赞英伟达股价自特朗普关税以来上涨 ...

金十数据7月9日讯，花旗分析师表示，特朗普关税是铜市场的分水岭。他们在一份报告中写道，特朗普 关税将突然关闭向美国出口铜的窗口，或许在2025年的剩余时间里都如此，随着库存减少取代进口，进 口需求将崩溃。 花旗：2025年剩余时间向美国出口铜的窗口或将关闭 ...

Core Viewpoint - The former Federal Reserve governor, Walsh, expresses sympathy for the U.S. President's frustration with the Fed's decision to maintain interest rates, suggesting that rates should be lowered further [1] Group 1 - Walsh believes that the current monetary policy approach by the Federal Reserve is disappointing for the President [1] - He advocates for a reduction in interest rates to a lower level [1] - Walsh asserts that Trump's tariffs will not have an inflationary impact [1]

据环球邮报：加拿大驻华盛顿大使表示，加拿大仍致力于在与美国的贸易协议中取消所有特朗普关税。 ...

Group 1 - The core viewpoint of the articles indicates that U.S. monetary policy may face two distinct paths in 2025, heavily influenced by the tariffs reimposed by the Trump administration, which could affect the Federal Reserve's interest rate decisions [1][2] - Bank of America economists predict that if the job market remains resilient, inflationary pressures from tariffs may prevent the Fed from lowering rates throughout 2025, which is their baseline scenario [1] - Conversely, if the economy experiences a "breakdown," significant easing measures may be implemented by the Fed as early as September, with a potential rate cut of 75 basis points [1] Group 2 - There is a notable divergence between Bank of America's predictions and the Federal Reserve's internal outlook, with about half of the FOMC members expecting to maintain rates until 2025, while the other half anticipates at least two rate cuts [2] - The "dot plot" from the Fed indicates a split in expectations, with some members suggesting a rate cut as early as July, while Bank of America economists argue that the median forecast is unrealistic due to its reliance on an ideal economic environment [2] - Historical accuracy of the Fed's dot plot predictions has been poor, particularly during periods of high economic uncertainty, making future forecasts challenging [2] Group 3 - Fed Chairman Jerome Powell emphasized a cautious approach in light of the unclear impact of Trump tariffs on inflation, suggesting the Fed will remain observant [5] - Concerns have been raised by economists regarding the potential negative impact on the overall economy if the Fed delays rate cuts, with some arguing that the labor market risks should be prioritized over inflation concerns [5] - Despite signs of a softening labor market, U.S. stock markets, including the S&P 500, Nasdaq, and Dow Jones, have shown resilience, with significant gains reported [5]

美联储威廉姆斯：不确定性与特朗普关税同等重要。 ...

市场消息：美国最高法院拒绝加快审理对特朗普关税的上诉。 ...

Group 1 - Discussion on potential clues regarding interest rate cuts within the year [1] - Examination of the impact of Trump's tariffs on U.S. inflation, employment, and supply chains [2] - Insights on the international situation, particularly the tensions between Israel and Iran [3] Group 2 - Analysis of discussions surrounding U.S. fiscal policies [4] - Evaluation of Trump's actions against "illegal" immigration and its effects on the job market [5] - Consideration of Trump's deregulatory agenda, stablecoin legislation, and volatility in financial markets [6]

欧元兑美元维持0.5%的涨幅。 美国商务部长卢特尼克宣称，欧洲（与特朗普政府的贸易谈判）可能非常接近终点。 最终，美国贸易法庭对特朗普关税的判决无足轻重。 ...

金十数据6月11日讯，斯巴达资本首席市场经济学家Peter Cardillo表示，我们在通胀方面迎来了好消 息。数据低于预期，我认为关键点在于目前仍未看到特朗普关税对通胀产生影响的迹象。不过，这不太 可能改变美联储的政策基调...但就短期市场而言，这无疑是个积极向好的消息。 经济学家：最新CPI报告料不改美联储政策基调 ...