Core Viewpoint - Elon Musk has announced the establishment of a new political party called the "American Party," aiming to participate in the upcoming midterm elections in the U.S. and secure minority seats in both the House and Senate [1] Historical Context of Third Parties in the U.S. - The U.S. has a long history of third parties, starting with the Anti-Masonic Party in 1831, which was the first third party in American politics [1][3] - The Anti-Masonic Party held its first national presidential candidate nomination convention in 1831, where William Wirt was nominated for the 1832 presidential election, receiving 8% of the popular vote in Vermont [3][4] - The Anti-Masonic Party lasted about ten years and influenced American politics by promoting anti-Masonic sentiments and establishing the practice of national conventions for presidential nominations [4] Emergence and Decline of Other Third Parties - Following the Anti-Masonic Party, other third parties emerged, such as the Know Nothing Party and the People's Party, with the Know Nothing Party gaining significant traction in the 1854 elections [5][6] - The People's Party, founded in 1891, opposed monopolies in banking and railroads and garnered over 1 million votes in the 1892 elections, but eventually declined after aligning with the Democratic Party in 1896 [6][7] Modern Third Parties - Contemporary third parties include the Independent Party, Reform Party, and Green Party, with the Reform Party being established by billionaire Ross Perot in 1995 after his independent presidential run in 1992 [8][9] - The Reform Party's influence has diminished in the 21st century, similar to other third parties that have historically struggled to maintain a lasting presence in U.S. politics [9]

Group 1 - The core viewpoint of the meeting is that the U.S. is shifting its policy towards Africa from aid to trade, aiming to expand access to critical minerals and investment opportunities in the region [2][3] - Trump emphasized the rich mineral and oil reserves in African countries, highlighting their economic potential [3] - Despite Trump's statement that it is "unlikely" to impose reciprocal tariffs on the attending countries, concerns were raised about the unpredictability of U.S. trade policies threatening Africa's economic development [3] Group 2 - The meeting was attended by leaders from Gabon, Guinea-Bissau, Liberia, Mauritania, and Senegal, indicating a focus on strengthening U.S.-Africa economic ties [2][3] - Reports indicated that the U.S. influence in Africa is lagging behind China's, with some experts noting that China's economic and political impact in many African nations has surpassed that of the U.S. [3] - Trump's behavior during the meeting was noted to be dismissive, with instances of interrupting and showing impatience towards the African leaders [3]

Group 1 - The Federal Reserve officials have differing views on the impact of tariffs on inflation, with San Francisco Fed President Daly suggesting that tariffs may not have a lasting effect on inflation [1][2] - Daly believes that some companies are negotiating to share tariff costs, which may prevent significant price increases for consumers [2] - The U.S. economy is in good shape, with growth and consumer spending slowing but not weakening, and inflation is moving towards the Fed's 2% target [2] Group 2 - St. Louis Fed President Musalem emphasized the need for caution regarding the timing of interest rate cuts, stating that the impact of tariffs on inflation may take time to manifest [2][3] - Musalem noted that while the impact of tariffs on inflation has not been significant so far, it is expected to become more apparent in the coming months [2] - There is a growing internal division within the Fed regarding the timing of rate cuts, with some officials advocating for a potential cut in July while others remain cautious [3]

巴西副总统Alckmin：美国对巴西的关税是一个错误，相信他们会予以更正。 ...

Core Insights - The total assets in the U.S. money market have decreased to $7.07 trillion [1] Group 1 - The decline in money market assets indicates a potential shift in investor behavior and market dynamics [1]

智利外交部长范克拉文：智利预计将在几天内获得关于美国铜关税的详细信息。 ...

2027年FOMC票委、旧金山联储主席戴利将于十分钟后就美国经济前景发表讲话。 ...

Core Viewpoint - The U.S. Secretary of State Rubio denied any political decision to halt military aid to Ukraine, clarifying that the temporary pause in certain ammunition supplies is part of a review of U.S. inventory rather than a withdrawal of support [1] Group 1 - The U.S. has not made a decision to stop providing weapons to Ukraine, countering claims of a withdrawal of support [1] - The pause in supplying certain types of ammunition is described as a temporary measure for inventory verification [1] - The U.S. continues to use previously approved funds to provide military assistance to Ukraine [1]

Core Insights - JPMorgan Chase CEO Jamie Dimon stated that the bank's performance will be affected if the U.S. economy does not perform well [1] Group 1 - The bank's earnings are closely tied to the overall economic performance of the United States [1]

Core Viewpoint - JPMorgan CEO Jamie Dimon stated that the real data of the U.S. economy is completely indecipherable [1] Group 1 - Dimon emphasized the challenges in interpreting current economic indicators, suggesting a disconnect between data and actual economic conditions [1] - The CEO pointed out that various economic metrics are sending mixed signals, complicating the understanding of the economic landscape [1] - Dimon expressed concerns about the potential implications of these unclear economic signals for future growth and investment strategies [1]