欧元区6月消费者信心指数终值 -15.3，预期-15.3，前值-15.3。 ...

Group 1 - The discussion around the Federal Reserve's potential interest rate cuts has intensified, with recent economic data suggesting a growing necessity for such cuts despite previous statements from Chairman Powell indicating no urgent need [1] - There is a notable divergence among Federal Reserve officials regarding the timing and extent of potential rate cuts, with no extreme hawkish views present, indicating a consensus on the need for some form of easing [1][11] - The market is increasingly leaning towards a dovish interpretation of the Fed's stance, leading to a parallel downward shift of approximately 10 basis points across the yield curve [1] Group 2 - The U.S. economic momentum index has seen a year-over-year growth rate decline since May, aligning closely with the movements of the U.S. dollar index, suggesting a reasonable feedback loop between the dollar's performance and the economic fundamentals [2] - Following the easing of tariffs, there has been a slight recovery in corporate capital expenditure expectations, although they remain at levels comparable to last September, indicating a slow recovery [7] - The recent comments from Fed officials have further solidified the certainty of potential rate cuts, with non-farm payroll data expected to play a crucial role in determining the path of these cuts [11]

意大利6月Istat消费者信心指数 96.1，预期 97，前值 96.5。 ...

Economic Data and Events - Japan's unemployment rate for May will be released at 07:30 [1] - France's preliminary CPI for June will be announced at 14:45 [1] - Eurozone's industrial and economic sentiment indices for June will be published at 17:00 [1] - Federal Reserve's Williams will host a meeting at 19:30 [1] - The U.S. will report May's core PCE price index year-on-year, personal spending month-on-month, and core PCE price index month-on-month at 20:30, along with Canada's April GDP month-on-month [1] - Federal Reserve's Harker and Governor Cook will participate in an event at 21:15 [1] - The final consumer sentiment index from the University of Michigan for June and the one-year inflation expectations will be released at 22:00 [1] - The total number of oil rigs in the U.S. for the week ending June 27 will be reported at 01:00 the next day [1]

Group 1 - Key Point 1: European Central Bank President Lagarde will deliver a speech at 02:30 [1] - Key Point 2: Japan's unemployment rate for May will be released at 07:30 [1] - Key Point 3: France's preliminary CPI for June will be announced at 14:45 [1] Group 2 - Key Point 1: Eurozone's industrial confidence index for June will be published at 17:00 [1] - Key Point 2: Eurozone's economic confidence index for June will also be released at 17:00 [1] - Key Point 3: Federal Reserve's Williams will host a meeting at 19:30 [1] Group 3 - Key Point 1: Canada's GDP monthly rate for April will be reported at 20:30 [1] - Key Point 2: U.S. core PCE price index year-on-year for May will be released at 20:30 [1] - Key Point 3: U.S. personal spending monthly rate for May will be announced at 20:30 [1] Group 4 - Key Point 1: U.S. core PCE price index monthly rate for May will be published at 20:30 [1] - Key Point 2: Federal Reserve's Harker and Governor Cook will attend an event at 21:15 [1] - Key Point 3: U.S. University of Michigan consumer confidence index final value for June will be released at 22:00 [1] Group 5 - Key Point 1: U.S. one-year inflation expectations final value for June will be announced at 22:00 [1] - Key Point 2: Total U.S. oil rig count for the week ending June 27 will be reported at 01:00 the next day [1]

美联储巴尔金：担心过度依赖密歇根大学消费者信心指数数据传递的信号。 ...

Core Insights - The German consumer confidence index has declined for the first time in four months, primarily due to households opting to save rather than spend [1] - Despite a more optimistic income outlook, the increased willingness to save among consumers offsets the positive sentiment among high-income households [1] - Economic expectations among consumers have risen to the highest level since the outbreak of the Russia-Ukraine conflict, driven by government stimulus plans in defense and infrastructure set to take effect later this year [1] Consumer Behavior - Consumers are showing a higher propensity to save, indicating ongoing uncertainty despite improved income expectations from recent wage agreements and increased retirement benefits [1] - The decline in consumer confidence is attributed to a shift in focus from spending to saving, reflecting a cautious approach among households [1] Economic Outlook - The report highlights that the improvement in economic outlook is linked to upcoming government initiatives aimed at stimulating the economy [1] - The increase in consumer economic expectations suggests a potential for future spending, contingent on the effectiveness of government stimulus measures [1]

德国7月GfK消费者信心指数 -20.3，预期 -19.2，前值 -19.9。 ...

德国7月Gfk消费者信心指数 -20.3，预期-19.3，前值由-19.9修正为-20。 ...

德国7月Gfk消费者信心指数将于十分钟后公布。 ...