Group 1 - The U.S. Senate passed a bill to cut $9 billion in foreign aid and public broadcasting funding, escalating bipartisan conflicts [1] - The U.S. House of Representatives approved the "Genius Act," aimed at significant legislative reform for cryptocurrency regulation, which will be submitted to President Trump for signing [1] - The House also passed the "Clarity Act," which seeks to establish a broader regulatory framework for digital assets, now awaiting Senate review [1] Group 2 - President Trump is preparing to open cryptocurrency, gold, and private equity investments to the $9 trillion U.S. retirement market, potentially transforming savings management for Americans [2] - An executive order is expected to be signed soon, allowing alternative investments in 401k plans, including digital assets and private equity funds [2] - The Federal Reserve Chairman emphasized the importance of transparency regarding the renovation of the Federal Reserve building, indicating ongoing reviews since 2017 [2] Group 3 - Initial jobless claims in the U.S. decreased by 7,000 to 221,000, marking the lowest level since mid-April and the fifth consecutive week of decline [3] - U.S. retail sales in June increased by 0.6%, surpassing market expectations of 0.1%, with a rebound across 10 out of 13 retail categories, primarily driven by automotive sales [3] - The U.S. housing market index for July was reported at 33, slightly above June's 32, aligning with market expectations [3] Group 4 - Japan's automobile exports to the U.S. fell by 26.7% year-on-year in June, contributing to an 11.4% decline in total exports to the U.S. for the month [4] Group 5 - The Dow Jones Industrial Average rose by 229.71 points to 44,484.49, a gain of 0.52%, while the S&P 500 and Nasdaq also saw increases of 0.54% and 0.75%, respectively [6] - COMEX gold futures decreased by 0.41% to $3,345.40 per ounce, while silver futures increased by 0.83% to $38.44 per ounce [6] - Crude oil prices rose, with light crude futures up by $1.16 to $67.54 per barrel, reflecting a 1.75% increase [6]

Economic Indicators - Initial Jobless Claims decreased for the fifth consecutive week, reaching 221K, which is the lowest since mid-April and significantly below the 234K estimate and June high of 250K, indicating a strong labor market [2] - Continuing Claims slightly increased to 1.956 million from 1.954 million, remaining just below the psychological 2 million mark, with eight consecutive weeks above 1.9 million [3] - Advanced Retail Sales for June rose by 0.6%, exceeding expectations and reversing the previous month's decline of 0.9%, marking the second-highest Retail Sales figure of 2025 [4][5] Import and Export Prices - Import Prices increased by 0.1%, up from a revised -0.4% in the previous month, with year-over-year Import Prices now at -0.2%, contrary to the anticipated +0.3% [6] - Export Prices rose by 0.5% month-over-month, the highest since February, with year-over-year Export Prices at +2.8%, indicating a positive sign for the domestic economy [7] Manufacturing Sector - The Philly Fed manufacturing survey improved to 15.9 in June, a significant increase from -4 in May, marking the highest level since February and suggesting a positive outlook for regional manufacturing [9] Company Earnings - GE Aerospace reported Q2 earnings of $1.66 per share, surpassing the projected $1.43 and the previous year's $1.20, resulting in a positive surprise of 16%, with revenues of $10.15 billion exceeding estimates by 5.12% [10]

Core Viewpoint - The sentiment in the market shifted as U.S. Treasury yields turned from rising to falling after deeper analysis of newly released economic data, indicating a complex economic outlook despite initial positive indicators [1] Group 1: Economic Data Analysis - Initial jobless claims decreased, and retail sales exceeded expectations, initially leading to an increase in Treasury yields, suggesting strong economic resilience [1] - However, the decrease in jobless claims was influenced by a smaller-than-usual summer shutdown in auto factories, indicating potential underlying weaknesses [1] - Retail sales growth may not be as robust as it appears, with future trends showing risks of weakness according to economic analysts [1]

Group 1 - The core point of the article is that U.S. retail sales increased by 0.6% in June, surpassing market expectations, but this rise may be influenced by tariff-induced price increases rather than an actual boost in consumer purchasing power [1] - In June, core retail sales (excluding automobiles, gasoline, building materials, and food services) grew by 0.5%, up from a downwardly revised 0.2% in May, indicating a moderate slowdown in consumer spending despite some positive signals [1] - Among 13 major retail categories, 10 experienced growth, with auto sales rebounding after two months of decline, contributing significantly to overall growth [1] Group 2 - The consumer price index (CPI) rose by 0.3% month-on-month and 2.7% year-on-year in June, aligning with market expectations, while core CPI increased by 0.2% month-on-month and 2.9% year-on-year, slightly below the expected 3% [2] - The producer price index (PPI) did not meet expectations, primarily due to a significant decline in service prices, indicating that businesses are absorbing some of the costs from tariff increases [2] - The final demand PPI remained flat month-on-month, with the year-on-year increase dropping from 2.7% in May to 2.3% in June [2]

美国6月零售销售 7201.06亿美元，前值7154.17亿美元。 ...

美国6月零售销售(除汽车)环比 0.5%，预期 0.3%，前值 -0.3%。 ...

美国6月零售销售月率高于预期 金十数据7月17日讯，美国6月零售销售月率录得0.6%，为今年3月以来新高，高于市场预期的0.1%。 ...

美国6月零售销售对照小组 0.5%，预期0.30%，前值由0.40%修正为0.2%。 ...

意大利5月零售销售环比 -0.4%，预期 0.2%，前值 0.7%。 ...

俄罗斯6月30日当周CPI周环比上升0.07%（6月23日当周上升0.04%），2025年迄今CPI上升3.76%（前次 升幅报3.68%）。 4月薪资同比增长4.6%。 一季度经济同比扩张1.4%。 5月零售销售同比增长1.8%，建筑活动同比增长0.1%，货物发送量同比下降0.9%，失业率2.2%。 ...