Group 1 - The core viewpoint is that President Trump criticizes Jerome Powell, stating he is unfit to serve as the Chairman of the Federal Reserve, claiming that his actions are causing the U.S. to lose trillions of dollars [1] Group 2 - The statement reflects a significant concern regarding the economic impact of the Federal Reserve's policies under Powell's leadership [1]

Core Viewpoint - Federal Reserve Chairman Powell indicated that Waller and Bowman will release "some form of statement" in the coming days to explain their dissenting votes [1] Group 1 - Analysts, such as Saraiva, noted that it is customary for dissenting committee members to issue statements or articles to clarify their reasons for opposition [1] - The Federal Reserve's communication blackout period will end at midnight local time on Thursday, which means statements from Waller and Bowman may be expected on Friday morning [1]

美联储主席鲍威尔：美元不是美联储讨论的主要焦点。 ...

鲍威尔：美元并非美联储的重要议题。 ...

Core Viewpoint - US stock index futures are slightly higher as market focus shifts to economic data and the Federal Reserve [1] Group 1: Market Performance - S&P 500 index futures rose by 0.3%, reaching a new record high [1] - Nasdaq 100 index futures increased by 0.5% [1] - Dow Jones futures gained 0.1% [1] Group 2: Economic Indicators - The US dollar index reached a five-week high, driven by market speculation that economic data will show the impact of tariffs is under control [1] - Investors are shifting their attention from recent trade agreements with the EU and Japan to key indicators covering employment, inflation, and broader economic activity [1] Group 3: Federal Reserve and Earnings Reports - The Federal Reserve is expected to maintain interest rates at its upcoming meeting [1] - Investors are closely watching earnings reports from major tech companies scheduled for release this week [1] Group 4: Market Sentiment - Recent progress in trade negotiations with key partners like Japan and the EU has provided some clarity for businesses [1] - This clarity allows investors to refocus on other topics such as corporate earnings and market fundamentals [1]

Core Viewpoint - The White House assistant James Blair may seek to return to the Federal Reserve for a position [1] Group 1 - James Blair's potential move to the Federal Reserve indicates a shift in the administration's approach to monetary policy [1]

美国白宫助理James Blair称其可能会要求重回 美联储谋职。 ...

Core Viewpoint - The housing market is lagging due to Federal Reserve Chairman Jerome Powell's refusal to lower interest rates, and there is a call for the Fed to take action to reduce rates by three percentage points [1] Group 1 - The current state of the housing market is directly linked to the high interest rates set by the Federal Reserve [1] - There is a suggestion that lowering interest rates could stimulate the housing market and improve overall economic conditions [1]

Group 1 - The core viewpoint of the article is the apology issued by the China Online Car-Hailing Association regarding the misleading information about the complete ban on fuel vehicles in ride-hailing platforms in Beijing [1][2] - The association has taken corrective action by retracting the misleading news and has expressed sincere apologies to the public and affected parties [2] - The association has committed to strengthening the review process for information published on its official account to prevent similar issues in the future [2]

Group 1: Investment Ratings - Gold and silver are both given a ★★★ rating, indicating a clearer long/short trend and relatively appropriate investment opportunities at present [1] Group 2: Core Views - Today, precious metals are oscillating with a slight upward trend. Recently, global geopolitical risks have cooled down, risk sentiment is positive, the US economy is resilient, and a work plan for stabilizing growth in key industries such as non-ferrous metals in China is about to be introduced. Industrial products are rising excitedly in rotation, there is insufficient upward driving force for gold, and there is still room for the gold-silver ratio to decline. The uncertainty before the deadline of US tariff policy remains high, risk sentiment is prone to fluctuations, and precious metals are mainly in an oscillating and wait-and-see state [1] Group 3: Summary of Related Content Tariff - The US Commerce Secretary is confident of reaching an agreement with the EU, and small countries need to pay a 10% benchmark tariff starting from August 1st. The EU is preparing a retaliatory plan under the tough US trade stance. Trump has increased pressure on the EU, with the minimum tariff possibly rising to 15%-20%. The US-Japan trade agreement is still within the "realm of possibility", and the Pakistani Finance Minister is in the US to promote the signing of a trade agreement [2] Fed - Trump believes that high interest rates are "killing the real estate market" and has reiterated that interest rates should be lowered to 1%. An insider said that Treasury Secretary Bessent advised Trump not to remove Powell. Waller refused to comment on whether he would hold a different opinion at the July meeting and said he would accept if the president asked him to be the Fed Chairman. Goolsbee is "slightly worried" that tariffs are pushing up commodity inflation and expects interest rates to drop significantly in the next year [2] Iran Nuclear Negotiations - Iran has agreed to hold a new round of negotiations with three European countries at the deputy foreign minister level in Istanbul on the 25th. Putin met with a senior advisor to the Iranian Supreme Leader to discuss the Iran nuclear issue. Trump reiterated that all three Iranian nuclear facilities have been completely destroyed [2]