Middlefield Banc Corp. (MBCN) shares ended the last trading session 15.4% higher at $33.35. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 4.5% loss over the past four weeks.On Friday, during his speech at Jackson Hole, Federal Reserve Chair Jerome Powell signaled that a rate cut could come as early as September, citing rising risks in the labor market and easing inflation pressures. This marks a shift from the Fe ...

数据关注： 德国8月IFO商业景气指数：预计将连续第六个月回升，但增速可能放缓。 美国7月新屋销售和8月达拉斯联储商业活动指数：关注是否再次低于预期。 本文对未来一周的全球经济数据和事件进行了前瞻性分析，重点关注美国GDP修正值和PCE物价指数，以及它们对市场的影响。同时，也涵盖了澳洲联储会 议纪要、欧洲央行会议纪要以及其他主要经济体的关键数据，旨在为投资者提供参考，以便更好地把握市场动态。 周一 市场将继续消化上周五美联储主席鲍威尔在全球央行年会上的讲话。由于英国休市，欧洲时段预计较为清淡。 英伟达即将在盘后公布最新业绩，交易员们希望这能缓解人们对人工智能支出的担忧，其业绩也将牵动美股科技股乃至整个大市的表现。 周四 周二 事件关注：澳洲联储公布8月货币政策会议纪要：关注是否会提供有关未来利率路径的更多细节，尤其是在年内第三次降息后。 数据关注： 美国7月耐用品订单：预计在上个月大幅下跌后将有所改善，但企业资本支出意愿可能限制反弹幅度。 美国8月谘商会消费者信心指数：预计将继续低于100，表明消费者信心仍有待回升。 周三 数据关注： 澳大利亚7月CPI：如果继续低于2%，将增强澳储行继续降息的预期；如果因外 ...

新华财经北京8月25日电韩国央行可能在周四的政策会议上连续第二次维持利率不变。《华尔街日报》 对27位经济学家进行的调查显示，20位经济学家预计不会调整利率，其余7位预计会降息。 （文章来源：新华财经） 以Goohoon Kwon为首的高盛经济学家在一份报告中说，持温和立场将让韩国央行有空间监测家庭债务 趋势，评估持续财政刺激的效果，并跟踪美联储的政策立场。 高盛预测韩国银行将在10月份下调利率。多数经济学家预计，韩国央行将略微上调2025年GDP和通胀预 期，理由是第二季度经济增长数据强于预期。 ...

【韩国央行周四政策会议大概率连续二次维持利率不变】韩国央行在周四政策会议上，很可能连续第二 次维持利率不变。调查27位学家显示，20位预计利率不变，7位预测会降息。 高盛学家Goohoon Kwon 等称，若温和维持利率不变，韩国央行可监测家庭债务趋势、评估财政刺激效果及追踪美联储政策立 场。高盛预计10月降息。 多数学家预计，韩国央行会略上调2025年国内生产总值和通胀预测，因二季 度增长数据强于预期。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

智通财经APP获悉，芝加哥联储主席奥斯坦·古尔斯比表示，尽管近期一些通胀数据好于预期，但他希 望一个"危险"的数据点只是昙花一现。 古尔斯比周四在怀俄明州杰克逊霍尔美联储年会间隙接受采访时表示，"此前多个通胀报告数据都比预 期温和，这让我感到欣慰。""但最新通胀报告显示，服务业通胀率突然飙升——这可能与关税无关。这 是个危险的数据点，我希望这只是暂时现象。" 鉴于关税对经济影响的不确定性升高，美联储今年一直维持利率稳定。美联储主席鲍威尔将于周五发表 备受期待的演讲，投资者将从中寻找政策制定者下月可能采取行动的线索。 本月早些时候，古尔斯比曾表示经济前景仍然复杂，美联储需要等待更多数据才能调整利率。他是今年 联邦公开市场委员会(FOMC)具有投票权的成员。 古尔斯比发表上述言论之际，美联储正面临特朗普政府加强审查，公众也在呼吁降息。本周总统要求美 联储理事丽莎·库克辞职，理由是涉嫌抵押贷款欺诈。库克表示不会迫于威胁辞职。 他表示，美联储9月政策会议"在我看来将是一次实时决策的会议"。 在另一次接受的采访中，波士顿联储主席苏珊·柯林斯暗示，如果劳动力市场状况恶化程度超过通胀风 险上升幅度，9月份降息可能是合适的。 ...

Group 1 - Major U.S. stock indices opened lower, with the Dow Jones down 0.4%, S&P 500 down 0.27%, and Nasdaq down 0.3% [2] - Walmart's stock fell over 3% after reporting Q2 earnings that missed expectations, with revenue of $177.4 billion, a year-on-year increase of 4.8%, and adjusted EPS of $0.68 [3] - Xpeng Motors' stock rose over 5%, supported by CEO He Xiaopeng's purchase of 3.1 million shares at an average price of HKD 80.49 [2][3] Group 2 - The U.S. initial jobless claims for the previous week were reported at 235,000, up from 224,000 [2] - The U.S. plans to impose tariffs of up to 15% on a range of EU goods, including automobiles, pharmaceuticals, semiconductors, and timber [2] - The EU will eliminate tariffs on all U.S. industrial goods and provide preferential market access for U.S. agricultural products [2]

Group 1 - The American Soybean Association is urging the U.S. government to reach an agreement with China to alleviate financial pressure on soybean farmers, as prices continue to decline while production costs rise significantly [2] - The Federal Reserve decided to maintain the federal funds rate target range at 4.25%-4.5%, citing economic uncertainty and a slowdown in economic activity during the first half of the year [3] - The People's Bank of China announced that the Loan Prime Rate (LPR) remains unchanged for three consecutive months, with the one-year LPR at 3.0% and the five-year LPR at 3.5% [4] Group 2 - The Ministry of Finance in China has instructed local governments to prioritize projects with certain returns based on economic and financial conditions [5] - The Chinese government has announced that childcare subsidies will be exempt from personal income tax starting January 1, 2025 [6] - The State Administration for Market Regulation is seeking public opinion on new antitrust guidelines for the public utility sector [7] Group 3 - The Ministry of Transport stated that rural road development in China has entered a new phase, focusing on both new construction and the improvement of existing roads [8] - The China Securities Regulatory Commission reported that there are currently 131 listed commodity futures and options in China, covering a wide range of economic sectors [10] - The National Financial Regulatory Administration is seeking opinions on a draft management method for commercial bank merger loans [11] Group 4 - Several small and medium-sized banks in China have announced reductions in deposit rates by 10 to 20 basis points to manage net interest margin pressures [12] - The China Academy of Information and Communications Technology reported that smartphone shipments in June 2025 reached 22.598 million units, a year-on-year decline of 9.3% [13] - Guangzhou has issued implementation measures for converting commercial housing loans to public housing fund loans [14] Group 5 - The Hong Kong Stock Exchange is considering a 24-hour trading mechanism, following the example of Nasdaq [18] - The U.S. President has called for the resignation of a Federal Reserve governor amid ongoing scrutiny of her financial dealings [19] - The U.K. inflation rate rose to 3.8% in July, the highest level in 19 months, exceeding the Bank of England's target [22] Group 6 - Germany's trade surplus with the U.S. decreased by 12.8% in the first half of the year due to U.S. tariff policies [23] - The European Central Bank's President indicated that U.S. tariff policies are expected to slow economic growth in the Eurozone [25] - India has temporarily suspended an 11% import duty on cotton, benefiting U.S. cotton farmers and the Indian textile industry [29]

Core Viewpoint - Trump is considering the dismissal of a Federal Reserve official, Lisa Cook, due to allegations of mortgage fraud, marking a significant escalation in the White House's attacks on the Federal Reserve [3][10]. Group 1: Allegations Against Lisa Cook - Trump is contemplating firing Lisa Cook, a Federal Reserve governor appointed by Biden, following accusations from FHFA Director Bill Pulte regarding fraudulent information in two mortgage applications [3][4]. - Pulte claims that Cook submitted applications for two properties as her "primary residence," despite owning both within a short time frame, which raises questions about compliance with loan requirements [4][6]. - The allegations include that Cook may have obtained loans under fraudulent conditions, potentially securing better rates [4][5]. Group 2: Impact on Financial Markets - The news of Trump's demand for Cook's resignation has led to a weakening of the dollar, a narrowing of U.S. Treasury yields, and an increase in gold prices [6]. - The ongoing scrutiny of the Federal Reserve is occurring amid broader concerns about interest rate decisions, particularly as investors anticipate potential rate cuts in upcoming meetings [12]. Group 3: Broader Context of White House Attacks - The incident represents a continuation of the White House's aggressive stance against the Federal Reserve, with Pulte emerging as a vocal critic of Fed Chair Jerome Powell [10][12]. - Recent months have seen Trump-appointed Fed governors advocating for rate cuts, countering the Fed's current stance on interest rates [12].

Core Viewpoint - The Norwegian central bank has decided to maintain the benchmark interest rate at 4.25%, aligning with market expectations, while indicating a potential for mild rate cuts later in the year [4][5]. Group 1: Interest Rate Decisions - On August 14, the Norwegian central bank announced the decision to keep the benchmark interest rate unchanged at 4.25%, marking the first pause in rate cuts since an unexpected 25 basis point reduction in June [4]. - The central bank's governor, Ida Walden Bache, stated that the fight against inflation is not yet complete, suggesting that if the economy develops as expected, there may be 1 to 2 rate cuts by the end of 2025, bringing the rate to "slightly below 4%" [4]. Group 2: Inflation and Economic Outlook - The central bank's previous unexpected rate cut in June was the first since the pandemic, with inflation remaining above the target despite a slight decrease in core inflation from 2.8% in May to 3.1% in June and July [5]. - Current inflation pressures are significant, with forecasts indicating that inflation may not return to the target range until 2028, highlighting long-term challenges in combating inflation [5]. - The current interest rate is at a historical low, and further cuts could weaken the Norwegian krone, necessitating caution in monetary policy [5]. Group 3: External Influences - External factors, particularly the Federal Reserve's interest rate decisions, are influencing the Norwegian central bank's stance. There is a high probability (over 90%) of a rate cut by the Federal Reserve in September, which could impact capital flows in Norway [5]. - If the Federal Reserve's actual rate cut is less than expected, it may lead to capital outflows from Norway, compounded by U.S. tariffs on the EU affecting exports, necessitating the preservation of policy tools for potential further easing [5].

美国芝加哥联储主席古尔斯比表示，随着他和同僚试图解读表现不一的经济数据，并探讨如何最佳地调 整利率以作应对，美联储今年秋季的会议将会是"实时决策"。"随着我们进入秋季，将出现一些实时决 策的会议，我们必须作出判断，"Goolsbee周三在伊利诺伊州斯普林菲尔德的活动中表示。他指的是那 类在会前不知道政策制定者将如何投票的美联储会议。 来源:金融界AI电报 ...