债王 Gundlach 最新观点 Doubleline 债王 Gundlach 认为我们正在经历 Regime change:：一切在过去 40 年里"长期利 率终会下降"的常识，皆无法映射到今天的经济关系中。美国来到了危险的崩溃边缘。失业 率即将上升，通胀即将走高，赤字和债务都在新高。 （图 1）利率：2 年美债通常领先基准利率，但 2022 年以来，市场总是过于乐观预期降息。 但如今联储"we don't know anything yet"，基于去年四季度的低基数，联储会有困难。 （图 2）美债：30 年期美债正在经历 1976 年至今最大且最长的回撤，价格已经腰斩，且反 弹时间未知。尽管所有评级的债券利差基本回到了年初水平，但无法掩盖它们经历了一次 巨大的波动往返。 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9 ...

Many banks have adopted policies that were kind of to promote uh the idea that we should do something about climate change. Now the US United States government seems to be not recognizing climate change. Has it changed your policies at all in the way you look at climate change or you're not really that involved in that issue. So look, we are involved in that issue.We are a very large we're the largest investment bank outside of the US. So we've always had a presence in the US including a presence in the ene ...

Core Viewpoint - Bitdeer Technologies Group plans to offer $300 million in Convertible Senior Notes due 2031, with an option for an additional $45 million, to qualified institutional buyers, subject to market conditions [1][2] Group 1: Offering Details - The notes will be general senior unsecured obligations of the Company, accruing interest payable semiannually [2] - Upon conversion, the Company will have the option to pay in cash, Class A ordinary shares, or a combination of both [2] - The interest rate and other terms will be determined at the time of pricing [2] Group 2: Use of Proceeds - Proceeds will be used for zero-strike call option transaction costs, cash consideration for concurrent note exchange transactions, datacenter expansion, ASIC mining rig development, and general corporate purposes [3] - If the additional notes are purchased, proceeds will similarly be allocated for datacenter expansion and other corporate purposes [3] Group 3: Zero-Strike Call Option Transaction - The Company plans to enter a zero-strike call option transaction with an initial purchaser, allowing it to receive a specified number of Class A ordinary shares at expiration [4] - This transaction aims to facilitate derivative transactions for investors, potentially impacting the market price of Class A ordinary shares and the notes [4][5] Group 4: Concurrent Note Exchange Transaction - The Company expects to negotiate privately to exchange certain August 2029 notes for cash and Class A ordinary shares [7] - The terms of these exchanges will vary and are not guaranteed [7] - Hedged holders of the August 2029 notes may unwind hedge positions, which could significantly affect the market price of Class A ordinary shares [8] Group 5: Company Overview - Bitdeer is a leading technology company in Bitcoin mining, providing comprehensive solutions including equipment procurement, datacenter design, and operations [11] - The Company is headquartered in Singapore and has datacenters in the United States, Norway, and Bhutan [11]

Core Insights - A national survey indicates that 86% of U.S. shoppers are increasingly opting for private label products due to rising grocery prices, highlighting a shift in consumer behavior driven by inflation and tariff concerns [1][2][3] Consumer Behavior Trends - Price sensitivity is the primary factor influencing store and brand choices, with 87% of consumers rating price a 6 or higher on a 10-point scale when deciding where to shop [6] - 62% of shoppers would consider switching stores if they perceive prices to be too high [6] - 42% of consumers are choosing cheaper alternatives when prices rise, while 20% are skipping certain items altogether [7] Private Label Insights - Among consumers purchasing private label products, 75% believe that store-brand items are of equal or better quality compared to national brands [3] - The survey reveals that 86% of consumers buy private label versions of some or most of their regularly purchased products [2][3] Value Perception - When defining "good value" for food items, 65% of shoppers indicated that promotions, such as buy-one-get-one (BOGO) deals, significantly influence their perception of value [4] - 84% of shoppers believe that economic conditions, including inflation and tariffs, are directly impacting food prices in their area [4] Methodology - The survey was conducted in May 2025 among 250 verified U.S. consumers, reflecting a diverse demographic in terms of gender, age, income, and geography [9]

IEA月报：油市正经历结构性变革。 ...

第一步 、登录电子税务局，点击【我要办税】-【税费申报及缴纳】-【财产和行为税税源采集及合并申报】。 第二步 、进入页面，点击"房产税"卡片上的【税源采集】按钮。 第三步 、进入"房产税税源采集明细表"页面，点击相应房源的操作栏下的【应税明细】。 第四步 、进入"房屋应税明细"界面，选择"房屋应税信息（从价）"税源信息，点击【变更】。 第五步 、填写"其中：出租房产原值"和"其中：出租房产面积 "，且"其中：出租房产原值"和"其中：出租房产面积 "均需大于0。录入出租面 积、租金收入等信息后，点击【提交】。 第六步 、点击"房屋应税信息（从租）"模块，点击【新增】维护税源信息。 第七步 、如实填写"出租面积、申报租金收入、申报期起止"等信息后，点击【提交】，提交成功后，进入【财产和行为税税源采集及合并 申报】页面，申报房产税即可。 欢迎扫描下方二维码关注： 纳税人若原从价计征的房产出租后，需及时修改房产税的税源采集信息为从租计征，一起来看电子税务局如何操作吧！ 操作步骤 来源 山西税务 税宣速递 欢迎扫描下方二维码关注： 温馨提醒：蓝色柳林财税室为非官方平台，是由编者以学习笔记形式建立的平台，所有笔记写作记录 ...

They control trillions of dollars of wealth. They're only just now coming online. I think that's the biggest unlocking potential for the Bitcoin ETFs.And big big crypto news today as Bitcoin's price is reflecting the latest headlines. Starting off the day at about $14,000 at time of recording. Bitcoin is at $18,000 and pushing higher.This is all as one of the largest banks in America. The Bank of America just labeled Bitcoin as one of the biggest disruptors of all time. Smash the like button if you've been ...

Let me tell you about the moment everything changed for me. No, it wasn't in a conference room. It wasn't in a boardroom.It was 10 years ago when I was visiting my home in India and we were at a family gathering and we were all talking about the the past. We were reminiscing and that's when I saw my grandma. Her eyes, they were starting to tear up as she talked about her childhood. As she talked about her family home, her family farmland, the land that had been in our family for generations.It supported her ...

I want you to close your eyes and imagine you're standing on a quiet beach. The waves are touching your feet. Only this time, the beach is gone.The oceans have crept into cities, swallowed islands, and rewritten the map of our world. Rising sea levels fueled by surging temperatures are not a distant threat. They are already here.And as we wrestle with this growing problem, let me ask you, what if the answer isn't only here on Earth. What if our hope, our survival, maybe even the next great story of humans i ...

[Music] [Applause] [Music] This piece I did it on abandoned railways. station in Surami. Imagine a place long forgotten where nothing remains for use. They try their luck in a bigger louder cities. There is kind of stillness there but not a peaceful one. On a contrary a silent heavy one that grows when hope starts to fade. The wall says I am the wall and I can't. But you, this rhetorical question, simple as it is, has power. It does not scream, but it stirs. It becomes a fume for those who feel frustrated, ...