美国总统特朗普在社交媒体平台"真实社交"上发文，再度敦促美联储主席鲍威尔降息。此前一天，特朗 普于9日在社交媒体平台发文，批评美联储当前的利率政策，称美联储设定的利率至少偏高3个百分点， 利率每个百分点每年给美国造成了3600亿美元的再融资成本。据美国消费者新闻与商业频道报道，特朗 普正考虑在美联储主席鲍威尔明年离任前为美联储任命一位"影子主席"，以向美联储施压，迫使其降 息。(央视新闻) ...

凤凰网财经讯 7月10日，美股三大指数走势分化，截至发稿，道指涨0.35%，纳指跌0.29%，标普500指 数跌0.03%。 中概股方面，蔚来涨超2%，知乎、小米、京东跌超1%。贝壳涨超4%。 全球要闻 特朗普宣布对八国关税税率 征巴西50%迄今最高！ 美国总统特朗普直接通知各国对等关税水平的第二波征税函来袭，覆盖八个国家，其中对巴西将征收的 关税为公布新对等关税以来最高水平。据央视新闻10日报道，当地时间7月9日，美国总统特朗普在社交 媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表示美国将自2025年8月1日起对所有巴西产 品征收50%的关税。 特朗普对进口铜加征50%关税 外交部：滥施关税不符合任何一方利益 7月10日，外交部发言人毛宁主持例行记者会。法新社记者提问，美国总统特朗普昨天宣布将对进口的 铜征收50%的关税，理由是国家安全，请问中方对此有何评论？"这个问题我们立场非常明确。"毛宁强 调，我们一贯反对泛化国家安全概念，我们也始终认为关税战、贸易战没有赢家，滥施关税不符合任何 一方的利益。 特朗普威胁对进口药征收200%关税！留给企业至少一年"缓冲期" 美国总统特朗普在近日的一场内阁会议 ...

Core Insights - Bitcoin (BTC) has recently surpassed the critical price level of $112,000 but failed to maintain it, raising questions about the potential for a final market rally this year [2] - Historical data analysis indicates that BTC's previous bull market peaks occurred in November 2013, December 2017, and November 2021, with respective prices of approximately $1,163, $19,800, and $68,789 [3][4] - The upcoming bull market in 2025 is projected to peak between late November and mid-December, based on historical patterns, although this is not guaranteed [4][6] Market Characteristics - The first bull market in 2013 was driven by geopolitical factors such as the Cyprus financial crisis, with significant global attention and the rise of the Chinese market as key drivers [3] - The second bull market in 2017 was fueled by the ICO boom and massive retail and media participation, particularly in South Korea and Japan [3] - The third bull market in 2021 saw institutional involvement from figures like Elon Musk and companies like MicroStrategy and BlackRock, alongside the rise of NFTs, DeFi, and Web3 narratives [4] Future Projections - The current market cycle (2021-2024) shows similarities to previous cycles, with expectations of a peak in late 2025, driven by anticipated interest rate cuts, the impact of the Bitcoin halving, and institutional support from ETFs [6][8] - The BTC four-year cycle suggests that the price could exceed $180,000 by the end of 2025, driven by a combination of macroeconomic factors and market dynamics [8] Price Comparisons - Historical price comparisons show that BTC has increased from approximately $11,000 in July 2020 to nearly $110,000 in July 2025, representing a total increase of about 1000% [10] - Ethereum (ETH) has also seen significant growth, rising from around $350 in July 2020 to approximately $2,770 in July 2025, reflecting a total increase of about 790% [10] Market Sentiment - The true bull market is characterized not just by price increases but by the release of macroeconomic pressures, positioning Bitcoin as a potential "lifeboat" in times of financial distress [11]

智通财经7月10日电，美联储穆萨莱姆表示，如果美联储无法对准备金支付利息，可能会造成市场混 乱。 ...

Core Viewpoint - President Trump has called for the Federal Reserve to implement rapid interest rate cuts [1] Group 1 - The statement indicates a push for monetary policy easing to stimulate economic growth [1] - The call for lower interest rates suggests concerns about the current economic conditions and potential slowdowns [1]

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 ...

智通财经7月10日电，美国总统特朗普表示，美联储应迅速降息。 ...

Core Viewpoint - President Trump has called for the Federal Reserve to implement rapid interest rate cuts to stimulate the economy [1] Group 1 - The request for quick rate cuts indicates a concern over economic growth and potential recession risks [1] - Trump's statement reflects a broader strategy to influence monetary policy in favor of economic expansion [1] - The emphasis on swift action suggests urgency in addressing economic challenges facing the country [1]

Group 1 - The core viewpoint is that the Federal Reserve's monetary policy direction is crucial for asset prices, with increasing expectations for a shift to a loosening cycle due to limited inflation impact from recent tariff policies [1][2] Group 2 - Tariffs imposed by the U.S. government have had a limited effect on inflation, with the import price index showing no significant increase post-tariff, indicating that the cost burden is primarily on U.S. importers rather than consumers [2] - Core CPI and PPI remain stable, with core PPI growth at only 0.1% in May, contrasting sharply with the 10% tariffs, suggesting that inflationary pressures are easing [2] Group 3 - The current economic environment in the U.S. provides ample space for monetary policy easing, with actual interest rates significantly higher than core inflation rates, leading to expectations of rate cuts starting in September [3] - The market anticipates a gradual shift to a dovish stance from the Federal Reserve, with the federal funds rate potentially dropping to 3.75% by year-end [3] Group 4 - Trade policy impacts are expected to be limited, with recent agreements showing a compromise on tariffs, indicating a stable external environment for the bond market over the next few quarters [4] Group 5 - The ten-year Treasury ETF (511260) is highlighted as a key investment tool in the upcoming loosening cycle, effectively reflecting market trends and providing flexibility for investors [5] - The ETF is positioned to benefit from anticipated declines in ten-year Treasury yields as the market adjusts to expected rate cuts, supported by both policy and market dynamics [5]

Core Viewpoint - The US labor market shows unexpected strength with initial jobless claims falling to 227,000, below market expectations, which may impact Federal Reserve's interest rate decisions [3] Economic Data - Initial jobless claims for the week ending July 5 decreased to 227,000, lower than the expected 235,000, and the previous value was revised from 233,000 to 232,000 [3] - The Federal Reserve maintained its policy interest rate at 4.25%-4.50% during the last meeting, indicating a cautious approach towards interest rate cuts [3] Market Analysis - The strong jobless claims data reduces the likelihood of a rate cut in July, shifting market focus to the September meeting [3] - Uncertainty from tariff policies, particularly comments from Trump, is causing some companies to slow down hiring, which could exert pressure on the labor market in the coming months [3] Gold Market Analysis - Gold is currently experiencing a third pullback from its historical high of 3500, with key levels to watch being 3365 as resistance and 3248 as support [5] - The analysis indicates a bearish trend for gold, with a focus on short positions around 3335, targeting a drop to 3300 [7] - The market is expected to remain volatile, with potential rebounds but an overall downward trend anticipated [5][7]