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巴西副总统阿尔克明表示,巴西可能就美国关税问题向世贸组织起诉。
news flash· 2025-07-11 21:15
Core Viewpoint - Brazil's Vice President Alckmin indicated that Brazil may file a complaint with the World Trade Organization (WTO) regarding the issue of U.S. tariffs [1] Group 1 - Brazil is considering legal action against the United States over tariff policies [1]
美联储古尔斯比:倾向于等待市场焦虑情绪缓解后,再对美国经济是否能够实现软着陆持更有信心的判断。
news flash· 2025-07-11 19:03
Core Viewpoint - The Federal Reserve's Goolsbee expresses a preference to wait for market anxiety to ease before making a more confident judgment on whether the U.S. economy can achieve a soft landing [1] Group 1 - Goolsbee indicates that current market conditions are characterized by heightened anxiety, which may impact economic assessments [1] - The statement suggests a cautious approach from the Federal Reserve regarding future monetary policy decisions [1] - There is an implication that a clearer economic outlook may emerge as market conditions stabilize [1]
加拿大工业部长Joly在渥太华对媒体发表讲话。加拿大外交部长Joly称,加拿大正转向欧洲、亚洲“可信赖的伙伴”。加拿大正与欧盟及其他盟友协调,应对美国的威胁。
news flash· 2025-07-11 18:03
Core Points - Canada is shifting its focus towards "reliable partners" in Europe and Asia as stated by Minister Joly [1] - The Canadian government is coordinating with the EU and other allies to address threats posed by the United States [1] Summary by Categories Government Strategy - Canada is realigning its international partnerships, emphasizing collaboration with European and Asian nations [1] - The strategy aims to enhance Canada's geopolitical stance amidst perceived threats from the U.S. [1] International Relations - Coordination efforts are being made with the European Union and other allies to collectively respond to challenges [1] - This shift indicates a broader trend in Canadian foreign policy towards diversifying its alliances [1]
美媒:美国务院开始大规模裁员
news flash· 2025-07-11 17:49
Core Points - The U.S. State Department has initiated a large-scale layoff, starting with over 1,350 employees [1] - The layoffs include 1,107 domestic civil servants and 246 foreign service personnel, with a total of nearly 3,000 employees expected to be affected [1] - The layoffs are part of a restructuring reform that began in April, which also involves the elimination of 132 offices and relocating 137 offices [1] Summary by Category Layoff Details - The first round of layoffs will notify affected employees via email [1] - Approximately 1.8 million employees work domestically at the State Department, with nearly 3,000 positions being cut, including voluntary departures [1] Restructuring Objectives - The layoffs target non-core functions, redundant offices, and areas where efficiency can be significantly improved through centralization or consolidation [1] - The restructuring aims to align the State Department's size and spending with President Trump's "America First" agenda [1] Government-Wide Impact - This layoff initiative is part of a broader executive order signed by Trump in February, which aims for significant workforce reductions across various federal departments, including the State Department [1]
美国本周总钻井数537,前值539。
news flash· 2025-07-11 17:05
Core Insights - The total number of active drilling rigs in the United States this week is 537, a slight decrease from the previous count of 539 [1] Industry Summary - The current drilling rig count reflects a minor decline, indicating potential shifts in exploration and production activities within the oil and gas sector [1]
最新!西方国家拟派兵驻扎乌克兰!乌官员:有望在年底前实现停火
证券时报· 2025-07-11 14:58
当地时间11日,乌克兰外交部发言人泰希在简报会上表示,当前美乌双方团队正努力就国防方案具体细节展开深入磋商。 泰希表示,美国对乌克兰的国防支持并未中断。尽管近期媒体频繁出现关于美方援助削减或推迟的报道,但美方已释放出明确信号,不仅将继续提供援助, 甚至存在增加援助规模的可能性。 俄乌最新。 当地时间11日,乌克兰国防部情报总局局长布达诺夫接受媒体采访时透露,乌克兰有望在今年年底前实现停火,甚至在未来几个月内就可能达成这一目标。 不过,他强调,要实现停火,乌克兰、俄罗斯和美国三方的参与必不可少。 乌外交部:美国对乌国防支持并未中断 泰希指出,美乌团队正在努力明确物资分配的各项细节,涵盖援助物资的具体品类、交付时间及运输地点等关键信息。不过,由于磋商仍在进行中,目前暂 无法对外披露更多具体内容。他强调,明确这些细节是确保援助高效落地的前提,双方正就此开展紧密沟通。 西方国家拟派兵驻扎乌克兰 俄方:无法接受 深表遗憾 当地时间11日,俄罗斯总统新闻秘书佩斯科夫在简报会上就部分西方国家提出有关部署西方国家军队驻扎在乌克兰的情况表示,莫斯科无法接受在乌克兰部 署外国部队。该议题对俄罗斯极具重要性,欧洲方面无视俄方立场并 ...
【期货盯盘神器专属文章】CBOT农产品晚间分析:美国农业部供需报告前夕,美豆、玉米期货双双承压,市场能否在出口需求中找到曙光?
news flash· 2025-07-11 14:29
Core Viewpoint - The article discusses the pressure on soybean and corn futures ahead of the USDA supply and demand report, questioning whether the market can find hope in export demand [1] Group 1: Market Analysis - Soybean and corn futures are facing downward pressure as the USDA supply and demand report approaches [1] - The market is looking for signs of recovery through potential export demand [1] Group 2: USDA Report Implications - The upcoming USDA report is critical for understanding supply and demand dynamics in the agricultural sector [1] - Market participants are closely monitoring the report for insights that could influence future pricing and demand trends [1]
美媒爆料:过去六个月内,美政府效率部已有至少八名核心成员离职
Huan Qiu Wang· 2025-07-11 13:59
【环球网报道 记者 赵建东】美国"政治新闻网"11日报道称,根据联邦政府内部记录和匿名消息人士透 露,美政府效率部(DOGE)出现核心人员集体离职潮,过去六个月内已有至少八名核心成员离职,文 章称,这标志着DOGE已从特朗普政府的核心退出。 报道称,白宫发言人哈里森·菲尔兹在一份声明中宣称"政府效率部正全速推进工作,已为美国人节省超 过1700亿美元。"还有白宫高级官员解释称,许多DOGE离职者属于"特聘政府雇员",其本身任命设有 期限,"DOGE高层官员从未计划在政府中谋求长期职业发展。" "政治新闻网"称,DOGE现今的工作比早期高调裁员行动更具针对性,其近期工作包括删除闲置政府网 站及电话线路、注销废弃软件许可证,协助美国国家气象局升级系统等。 今年5月30日,马斯克从政府效率部离任时,特朗普在白宫举办仪式友好相送。6月3日,马斯克突然公 开痛批"大而美"法案"令人作呕",并在6月5日与特朗普爆发"口水战"。特朗普称马斯克"疯了",马斯克 称特朗普"忘恩负义"。 虽然两人的关系随后一度出现缓和迹象,但随着"大而美"法案正式成法,马斯克在7月5日宣布成立新政 党"美国党",宣称该党将参加明年中期选举,争夺 ...
美债信用的核心内耗与技术自救
Guo Ji Jin Rong Bao· 2025-07-11 13:57
Group 1 - The scale of US national debt has reached $36.22 trillion, with debt-to-GDP ratio rising to 123%, significantly exceeding international warning levels [1] - The "big and beautiful" plan proposed by Trump has raised the debt ceiling by $5 trillion, accelerating the increase in US debt ratio [1] - The expansion of debt implies increased repayment pressure, especially amid declining dollar and US government credit, leading to market skepticism about repayment capabilities [1] Group 2 - The dollar has transitioned from being gold-backed to oil-backed, maintaining its dominant position in international trade and finance for nearly 80 years [2] - The dollar's unique status has led to its role as a global "credit standard," with countries accumulating US Treasury bonds to bolster their own international credit [2] - The expansion of US national debt is a direct result of the expansion of dollar credit [2] Group 3 - The Federal Reserve, through modern monetary theory, creates incremental currency based on the quantity of national debt, ensuring that excessive dollar issuance does not lead to currency devaluation [3] - Geopolitical risks and the global shift towards green energy are diminishing the dollar's stability, while the Fed's balance sheet expansion has significantly increased dollar liquidity [3] - The Fed faces challenges in maintaining dollar credit amid rising geopolitical tensions and increased liquidity [3] Group 4 - Trump's intention to restructure the Federal Reserve aims to lower financing costs and ensure the sustainability of US debt issuance [4] - The potential loss of Fed independence could undermine its ability to control inflation and maintain the dollar's value [4] Group 5 - Trump's tariff policies aim to reverse the US trade deficit and compel capital to return to American manufacturing, but this could undermine the global trade system that supports the dollar's status [5] - The US's unilateral financial sanctions and misuse of the SWIFT system are eroding the dollar's international credibility [5][6] Group 6 - The US government credit is experiencing marginal decline due to political polarization and the erosion of policy continuity, leading to skepticism about the government's commitments [7] - The US has lost its leadership role in international organizations, further diminishing its credibility [8] Group 7 - The growing fiscal deficit has led to a vicious cycle of increased borrowing and rising debt service costs, with interest payments projected to exceed $1.1 trillion in FY2024 [9] - Moody's downgraded the US sovereign credit rating from AAA to Aa, reflecting concerns over the government's creditworthiness [9] Group 8 - In response to declining demand for US Treasuries, the US government is exploring the issuance of stablecoins to support debt issuance [10][11] - The GENIUS Act aims to establish a framework for stablecoins backed by US Treasury bonds, potentially increasing demand for Treasuries [11][12] Group 9 - Stablecoins have become significant buyers of US Treasuries, with projections indicating that stablecoin issuance could lead to an additional $1.6 trillion in Treasury demand by 2028 [12][13] - The GENIUS Act mandates that stablecoins be backed by short-term US Treasuries, ensuring safety and liquidity [13]