The Bank of Japan must be vigilant to upside inflation risks and has room to hike interest rates further, according to former Deputy Governor Hiroshi Nakaso https://t.co/g19njlmzJs ...

What To Expect From The Fed’s July Interest Rate Decision https://t.co/Rz8EaZEKLa https://t.co/7761dYlwjC ...

Are stocks primed for a second half surge or a disappointing six months ahead. Let's ask Trivariat founder and CEO Adam Parker, New Edge Wealth's Cameron Dawson, and Payne Capital Management's Courtney Garcia. Adam and Court are CNBC contributors.Welcome one, welcome all. All right, so we're reminded today, well, the tariff stuff's still out there. I mean, the market's not reacting all that terribly, is it.No, not really. I I mean if you go through the details I don't even know if anybody understands the di ...

Core Insights - The Midyear Outlook 2025 presents a data-driven perspective on the economic and market landscape, emphasizing the need for investors to adapt to ongoing challenges such as inflation and trade uncertainties [2][3][7] - The report suggests that while the economic environment may face adverse effects from trade policies, there are emerging investment opportunities as policy-driven uncertainties begin to stabilize [4][7] Economic Environment - The report indicates that the second half of 2025 will likely see slower economic growth, reduced labor demand, and a slight increase in inflation due to the delayed effects of trade policies [7] - Concerns regarding debt, trade uncertainties, and a cautious Federal Reserve are expected to keep Treasury yields within a range, with a focus on income generation through intermediate-term bonds [7] Investment Strategies - The stock market's performance in the latter half of the year will depend on various factors including trade negotiations, advancements in AI, interest rate fluctuations, and tax policies [7] - Investors are advised to consider market pullbacks as potential opportunities to selectively increase equity positions, despite anticipated volatility in a challenging macroeconomic environment [7] Trends and Opportunities - Tactical portfolios should balance risk management with the pursuit of emerging opportunities, emphasizing diversification across asset classes, regions, and alternative investments to enhance resilience [7] - Staying vigilant during periods of market volatility may provide timely chances to acquire equity at more favorable valuations [7]

Chile’s consumer prices fell twice as much as expected in June, fueling expectations that the central bank will resume interest rate cuts this month https://t.co/fxVZLYUfoE ...

Goldman Sachs strategists raised their outlook for US stocks for the second time in two months, saying they expect the Federal Reserve to act sooner to cut interest rates https://t.co/67HCw3d1UK ...

南华贵金属日报: 剧烈震荡 夏莹莹（投资咨询证号：Z0016569） 投资咨询业务资格:证监许可【2011】1290号 2025年7月8日 【行情回顾】 周一贵金属市场剧烈震荡。周边资产看，美股下跌，美债收益率与美指皆收涨，比特币下跌，原油上涨， 南华有色金属下跌。最终COMEX黄金2508合约收报3346.4美元/盎司，+0.1%；美白银2509合约收报于 36.94美元/盎司，-0.39%。 SHFE黄金2508主力合约收报771.3元/克，-0.54%；SHFE白银2508合约收 8872元/千克，-0.5%。 【降息预期与基金持仓 】 据CME"美联储观察"数据显示，美联储7月维持利率不变的概率为95.3%，降息25个基点的概率为 4.7%；美联储9月维持利率不变的概率为35.3%，累计降息25个基点的概率为61.8%，累计降息50个基点的 概率为2.9%；美联储10月维持利率不变的概率13.4%，累计降息25个基点的概率为45.4%，累计降息50个基 点的概率为39.4%，累计降息75个基点的概率为1.8%。长线基金看，SPDR黄金ETF持仓维持在947.66吨； iShares白银ETF持仓维持在 ...

Australia’s central bank surprised investors and economists by keeping interest rates unchanged and signaled a wait-and-see approach on policy https://t.co/Dnai4c7v2y ...

"此前，我曾认为英国经济会软着陆，2025年通胀仍有上行风险，"泰勒在葡萄牙辛特拉举行的欧洲央行 论坛上发表讲话时说。"现在我认为软着陆面临风险，随着需求疲软和贸易混乱的加剧，2026年经济弱 于预期、使我们偏离轨道的可能性增大。"泰勒自9月加入MPC以来，已在七次会议中五度投票赞成降 息。5月会议上他支持大幅降息0.5个百分点，6月会议则支持降息0.25个百分点。他周三告诉彭博电视， 他认为不一定需要更大幅度的降息，不过，由于MPC每年只有八次会议，这对寻求加快宽松步伐的决 策者来说是一个分配问题。自加入MPC以来，泰勒就因清晰传达对利率走势的预期而吸引经济学家关 注，他在讲话中说，MPC如果能找到一种工具来传达对未来利率的看法，将会"受益匪浅"。"第一季的 一些冲击和杂音影响了我对经济和全球发展的看法，基于我对前景不断恶化的解读，我认为我们需要一 条更低的利率路径，在2025年需要降息五次，而不是市场预期的四次逐季降息，"泰勒说。泰勒在演讲 中展示的图表显示，如果他对经济的下行预期成真，明年下半年利率可能降至2.25%左右。英国央行上 个月将利率维持在4.25%不变，投资者目前押注央行将再有两次的降息25 ...

The surprise US decision to raise its threatened tariff on Malaysia to 25% means trade will almost certainly dominate the interest rate decision on Wednesday https://t.co/SmQXgR1ELr ...