Core Viewpoint - Federal Reserve's Bowman emphasizes her current focus on her role [1] Group 1 - Bowman's statement indicates a commitment to her responsibilities within the Federal Reserve [1]

Group 1 - Economist Marc Sumerlin stated that the Federal Reserve's federal funds rate is "too high" and that a 50 basis point rate cut is feasible due to an inverted yield curve [1] - Sumerlin emphasized that the housing market is the weakest part of the U.S. economy [1] - He does not believe there is an issue with the size of the Federal Reserve's staff, but rather that the "setup is completely wrong" [1] Group 2 - Sumerlin mentioned that the problem lies in "redundancy" within the Federal Reserve [2] - He is noted to have been a former official during the George W. Bush administration and is reportedly being considered for the position of Federal Reserve Chair [2]

特朗普：鲍威尔总是行动太迟，造成的损失无法估量。我确实在考虑允许对鲍威尔提起一项重大诉讼，因为他在管理美联储大楼建设方面的工作实在是糟糕透顶、极其无能。花了三十亿美元去做一项本该只要五千万美元就能搞定的修缮。https://t.co/VVY67mN80J外汇交易员 (@myfxtrader):当特朗普与美联储主席鲍威尔头戴白色安全帽，巡视美联储建筑翻新工地时，两人立即就央行大楼改造费用争执不休。 https://t.co/4ssvPbmdcg ...

太平洋投资管理公司（PIMCO）经济学家Tiffany Wilding表示，与关税相关的压力包含在CPI报告的某 些领域，这主要集中在商品领域，传导过程较慢，除此之外，通胀压力看起来非常可控。所以Wilding 认为，对美联储来说，这是一个非常好的信号。 ...

Core Viewpoint - The potential limited influence of Milan on the US dollar due to his late participation in the Federal Open Market Committee (FOMC) meetings [1] Group 1 - Aroop Chatterjee from Wells Fargo indicates that Milan may not start attending FOMC meetings until December, which could restrict his impact on the US dollar [1] - Milan is expected to only attend two FOMC meetings before the end of his term, given the current Senate recess until September [1] - Even with expedited Senate action, attending the December FOMC meeting appears more feasible than attending in September or October [1]

Group 1 - Dow futures rose by 0.08%, S&P 500 futures increased by 0.12%, and Nasdaq futures gained 0.15% [1] - Palantir's pre-market shares surged over 5% after the company reported Q2 2025 revenue significantly exceeding expectations and raised its full-year guidance [2] - AMD's pre-market shares rose by 2% as the company is set to release its Q2 2025 earnings on August 5, with a strong focus on its traditional CPU business [2] - BP's pre-market shares increased by over 2% following the announcement of Q2 core replacement cost profit reaching $2.35 billion, surpassing analyst expectations of $1.81 billion [2] - TSMC has terminated multiple employees for leaking confidential information regarding its 2nm chip manufacturing technology [2] - Futu Holdings' pre-market shares rose by over 1.9% after UBS raised its target price from $149 to $170 [2][3] Group 2 - UBS raised the target price for Berkshire Hathaway (BRK.A) from $892,120 to $895,247 and for Berkshire Hathaway (BRK.B) from $595 to $597 [3] - Florida reported multiple cases of bacterial infections related to raw milk consumption, affecting 21 individuals, including 6 children under 10 years old, with 7 hospitalized [3] - Former President Trump is scheduled to discuss economic issues, the Federal Reserve, and tariffs during a live interview on CNBC at 8 PM ET on August 5 [3]

Core Viewpoint - President Trump will participate in a live interview on CNBC's "Squawk Box" to discuss key economic issues, which may lead to market volatility [1] Group 1 - The interview is scheduled for 20:00 Beijing time [1] - Topics of discussion will include the economy, employment, the Federal Reserve, and tariffs [1]

Group 1 - The interview with President Trump on CNBC's "Squawk Box" will cover topics such as the economy, employment, the Federal Reserve, and tariffs [1]

Core Viewpoint - President Trump expressed understanding of the resignation of Federal Reserve Board member Quarles, indicating a vacancy in the Federal Reserve Board is welcomed [1] Group 1 - Trump acknowledged Quarles' disagreement with Powell's views, suggesting a divergence in opinions within the Federal Reserve [1]

Core Viewpoint - The article discusses the current market trends and potential investment opportunities, emphasizing the importance of thorough analysis before making investment decisions [1] Group 1 - The market is experiencing fluctuations that could present both risks and opportunities for investors [1] - Recent financial reports indicate a significant increase in revenue for key sectors, suggesting a potential growth trajectory [1] - Analysts recommend focusing on companies with strong fundamentals and innovative strategies to navigate the current market landscape [1]