盘前要闻 1、特朗普第二波征税函来袭：覆盖八个国家，巴西关税50%迄今最高 类型：宏观 情绪影响：负面 自8月1日起，美国将对菲律宾产品征收20%的关税，对文莱和摩尔多瓦征25%关税，对阿尔及利亚、伊 拉克、利比亚和斯里兰卡征30%关税;另外对巴西产品征收50%的关税，特朗普称这源于美巴不可持续的 贸易逆差，以及巴西审判前总统博索纳罗。 2、英伟达历史性突破4万亿美元市值!巩固其全球资本市场的AI核心地位 类型：公司 情绪影响：正面 周三美股早盘，英伟达股价一度涨近2.8%至164.42美元，总市值短暂突破4万亿美元，成为全球第一家 达到这一里程碑的公司。华尔街也长期看好英伟达，有分析师将英伟达目标价从175美元上调至250美 元，这一水平相当于约6万亿美元的市值。 3、国办印发!加大稳就业政策支持力度，扩大以工代赈政策覆盖范围 类型：宏观 投资锦囊：市场参与者的偏见是市场价格偏离基本面的主要原因。理解这些偏见并利用它们，是投资成 功的关键。 情绪影响：正面 国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》。《通知》明确，支持企业稳定就业 岗位。扩大稳岗扩岗专项贷款支持范围，激励企业扩岗吸纳就业。扩 ...

Joining us now, MSNBC's The Weekend Prime Time co-host and the Washington Post opinion columnist, Katherine Rampel, and former Congressional Budget Office Director and American Action Forum President Douglas Holtz Aken. Ashley Parker is still with us. Katherine, what does a good deal look like to President Trump. It's whatever President Trump says is a good deal at any given moment.Do we know what he likes, what he wants to see. I It's all about marketing for him. He is the master of repackaging the status ...

President Trump may find that getting the Fed to lower interest rates isn't as simple as replacing Chair Jerome Powell https://t.co/LNhh3E0Svv ...

“Most” Fed staff believe the central bank will lower interest rates in 2025, according to minutes released Wednesday afternoon from the June 17-18 meeting of the Federal Open Market Committee, the Fed’s policy-setting panel.https://t.co/mq9VU8oOlT https://t.co/qWTdz1punZ ...

Young souls are dead and dying. And it should be stopped. It should be stopped.Very sad to see what's happening here. Please, sir, can you explain how you calculated your latest round of tariffs. Was there a formula that was used.And do you expect any of these countries to these tariffs as well. The formula was a formula based on common sense, based on deficits, based on how we've been treated over the years and based on raw numbers. And we're going to have a couple of more coming out today.Brazil, as an ex ...

The emerging divide among Federal Reserve officials over the outlook for interest rates is being driven largely by differing expectations for how tariffs might affect inflation, the minutes of the FOMC’s June 17-18 meeting showed https://t.co/JHdjAzYaF5 ...

🇺🇸 NEW: Donald Trump says the Fed rate is 3% too high, costing the U.S. $360 billion per point annually, and calls for an immediate cut. https://t.co/6cOW4aX1d3 ...

What do you think about the effects of one big, beautiful bill now that we have it. And Steven was obviously a huge part of creating that legislation, now that we have that certainty and now that you can investors can calculate, put it in their models, is it a good thing. Well, I think the clarity, as you just referenced, is really the important thing for portfolio managers and for corporations, corporate executives thinking about capital spending decisions, dividend policies, things like that, all are enha ...

What To Expect From The Fed’s July Interest Rate Decision https://t.co/oBEMRTlMtW https://t.co/oBEMRTlMtW ...

Wall Street Journal reports that Hasset and Fed Governor Kevin Worsh are at the top of the president's lists of contenders to succeed Jerome Pal. Joining us this morning is Jeffrey's chief market strategist David Zervos. David, great to have you.This parlor game is kicking into a new gear. How much of this interests you the the possibilities at least of the current range of expected candidates. I mean, it's it's palace intrigue at its finest, Carl, but at the end of the day, I think these are all incredible ...