美国6月CPI同比增长2.7%，预估为2.6%，前值为2.4%；6月CPI环比增长0.3%，预估为0.3%，前值为 0.1%。 ...

提醒：北京时间20:30，将公布美国6月CPI，7月纽约联储制造业指数；加拿大6月CPI。 ...

欧佩克月报：维持2026年美国经济增长预期为2.1%。 ...

Group 1 - The confidence in the "American exceptionalism" narrative is declining, with institutional investors showing the lowest bullish sentiment towards the dollar and US stocks since 2005 [1][5] - Over $100 billion has flowed into European equity funds in the first half of 2025, doubling from the previous year, while outflows from the US have exceeded $87 billion [1][2] - The US economy is slowing down, and the policy environment has shifted from "market-friendly" to "market-damaging," impacting investor sentiment [1][5] Group 2 - The S&P 500 index's earnings growth is expected to slow to 5.8% in Q2, down from 13.7% in Q1 [2] - The Chinese stock market shows potential, with the Shanghai Composite Index up 2.8% and the Hang Seng Index up 20% in the first half of the year [2][8] - The emergence of DeepSeek signifies a shift in the AI investment landscape, indicating that the dominance of the "Big Seven" US tech companies is being challenged [2][6] Group 3 - China has over 4,500 AI companies, covering a complete chain from basic computing power to industry applications, with significant penetration in various sectors [3][10] - The gap in foundational technology between China and the US is narrowing, although the US maintains a more closed and costly ecosystem [3][11] - The Chinese market is expected to benefit from a new round of fiscal and monetary policy easing, with a focus on domestic demand-driven sectors [8][9] Group 4 - The Chinese technology sector is seen as undervalued compared to its US counterparts, particularly in AI applications and downstream software development [7][8] - The integration of AI technology with manufacturing capabilities is crucial for future advancements, with a focus on robotics and intelligent vehicles [7][10] - China's strong performance in STEM education and research output positions it favorably in the global AI landscape [10][11]

Group 1 - Elon Musk announced the establishment of a new political party called "American Party" to counter former President Trump, emphasizing the need to "return the freedom of the American people" [1][2] - The "Big and Beautiful" bill, which repeals several regulations aimed at reducing energy consumption and eliminates tax incentives for electric vehicle purchases, significantly impacts Musk's business interests [1][2] - The bill is expected to increase the U.S. national debt by approximately $3 trillion over the next decade, exacerbating the country's debt crisis [2][4] Group 2 - The "Big and Beautiful" bill is criticized for disproportionately benefiting the wealthy elite while harming low-income families, with nearly 12 million low-income individuals projected to lose health insurance over the next ten years [4][5] - Biden's administration has condemned the bill as reckless and cruel, highlighting its potential to cut healthcare benefits and increase living costs for ordinary Americans [2][5] - The current political landscape is evolving into a three-way contest among Trump, Musk, and Biden, each representing different ideological factions, leading to intensified conflicts over the future direction of America [5]

Group 1 - The article discusses the potential impact of U.S. CPI data on gold trading strategies, particularly in relation to expectations of Federal Reserve interest rate cuts [1] - It highlights the importance of monitoring economic indicators like CPI to inform investment decisions in gold [1] - The article suggests that the anticipation of interest rate cuts may influence the positioning of long positions in gold [1]

如果美国通胀数据迟迟不上升，那么"最尴尬的人"，或许就是正在等待关税下通胀复燃信号的 鲍威尔，以及那些长期以来一直警告关税将推高美国通胀的经济学家…… 而 今晚，即将公布的美国6月CPI报告，可能就将成为一场关键的"正名之战"…… 目前，在连续四个月高估CPI读数后，不少华尔街机构再度在今晚关键的CPI押注中选择了"押 大" ——预计美国6月CPI数据将出现较高的增速。一些业内人士表示，若美国6月份CPI最终 出现明显上涨，将是美国关税上调正在推高通胀的第一个真正迹象。 事实上，前几个月不温不火的美国通胀数据表现，其实已经让美联储处于了一个较为尴尬的境 地——美联储官员们一直在为年内迄今按兵不动的利率政策进行辩护，他们给出的最常见理由 就是预期关税将推高通胀，但这一效应至今仍始终未见踪影。 而如果今晚的通胀数据表现依然温和——涨幅低于预期，那么几乎可以肯定会引发美国特朗普 再次表达强烈不满。他近来已多次呼吁美联储降息，并屡屡把矛头直接对准美联储主席鲍威尔 本人。 很有意思的是，由于特朗普关税政策带来的一系列不确定性因素，美联储自身其实也没法能精 准把控通胀何时会复燃以及具体的火热程度。在本月初出席欧洲央行年度 ...

现货黄金订单流解读：CPI公布前上方存在明显失衡带 周二，现货黄金多次在3365美元附近遭遇阻力。订单成交轨迹显示，主卖单在3364-3366美元附近形成 了失衡带，表明空头在此区域占据优势。突破此处阻力将是推动黄金进一步上涨的关键。鉴于美国消费 者物价指数（CPI）即将公布，在数据发布前仍需保持谨慎。点击实时跟进最新的多空成交变化>> 订单流使用指南 订单流网页入口 现货黄金 ...

Group 1 - The core message of the news is that former President Trump announced a shocking plan to impose a 500% tariff on countries purchasing Russian oil, primarily targeting China and India [1][3] - The proposal was initially introduced by Senator Lindsey Graham, who claimed that the bill has garnered bipartisan support with 84 senators backing it [3][5] - The bill's effectiveness is questioned due to Graham's extreme anti-Russian stance and the potential for Trump to exercise discretion in its enforcement [5][7] Group 2 - China and India have responded calmly to the tariff threat, indicating a strategic approach rather than weakness [9][11] - India has established a rupee-ruble settlement mechanism to bypass the dollar in energy transactions, ensuring its energy trade with Russia remains unaffected [9] - The U.S. retail sector's heavy reliance on China and India's IT services highlights the potential negative impact of such tariffs on American consumers and businesses [11][13] Group 3 - The implementation of the 500% tariff could lead to severe inflation in the U.S., with estimates suggesting that a 25% tariff could increase annual household expenses by $1,270 [11][13] - A significant rise in global oil prices is anticipated if China and India cease purchasing Russian energy, potentially pushing U.S. gasoline prices from $3 to $5 per gallon [13][15] - The contradictory nature of U.S. policies, such as supporting Graham's bill while negotiating a 20% tariff agreement with India, raises concerns about the credibility of U.S. political strategies [15][17] Group 4 - The situation illustrates a paradox in U.S. sanctions strategy, where attempts to isolate adversaries may inadvertently expose vulnerabilities within the U.S. economy [17][18] - The evolving geopolitical landscape suggests that new cooperative frameworks may emerge, challenging the effectiveness of unilateral sanctions [17][18]

【环球网报道】英国《金融时报》15日爆出猛料称，据知情人士透露，美国总统特朗普曾在与乌克兰总统弗拉基米尔·泽连斯基的 通话中，私下鼓动乌方加强对俄罗斯的纵深打击。特朗普甚至询问泽连斯基，如果美国提供远程武器，乌克兰是否能打击莫斯 科？ 《金融时报》援引知情人士消息称，此次对话发生在7月4日美乌领导人通话中。特朗普当时询问泽连斯基，如果美方提供具备相 应能力的武器，乌方是否能打击俄罗斯纵深军事目标。 美国总统特朗普14日在白宫椭圆形办公室会见北约秘书长吕特时，对俄乌战事持续表达不满，称他与俄罗斯总统普京的多次通 话"很愉快"却"毫无意义"。特朗普当天还说，如果俄罗斯没有在50天内同乌克兰达成和平协议，美国将对俄罗斯征收"非常严 厉"的关税及次级关税，同时美国将通过北约向乌克兰提供包括"爱国者"防空导弹系统的军事援助。针对特朗普对俄关税威胁，俄 罗斯联邦安全会议副主席梅德韦杰夫7月15日在社交媒体上表示，特朗普向克里姆林宫发出了戏剧化的最后通牒。全世界都为之震 惊，期待其后果。他还表示，欧盟已陷入失望，而俄罗斯对此无所谓。 两名熟悉上述通话内容以及美乌军事战略讨论的知情人士还透露，双方谈及的武器包括美国远程陆军战 ...