A consequential week for the economy, a Fed meeting, tariff deadline, jobs report. It's the busiest week for earnings this quarter. Steve Leeman is with us.He's just gets excited on these Fed weeks. I I can see it on his face. It's like a Grateful Dead concert.Yeah, it's exactly the same, Joe. And there's drums in his face and all kinds of wonderful things. Um, look, it is a very big week.Uh we have the uh the Jolt survey and consumer confidence and of course the Fed survey comes out tomorrow. I know you're ...

All right, let me just talk to you about the broader market. I mean, you know, it's very important to note out the NASDAQ and the S&P, they're both at record highs, double digit record highs this year so far. So, is the the concern about tariffs in the market, has it maybe been overblown.>> I don't think so. Uh, if you take out technology and communication uh sectors out of the S&P, earnings are only up less than 1% so far with revenue growth at about 3%, which is in line with nominal GDP, give or take. So ...

2025 年 7 月 28 日 本周热点前瞻 2025-07-28 陶金峰 投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 声明 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不便，敬 请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构成具体业务或 产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行作出投资决定并自主 承担投资风险，不应凭借本报告进行具体操作。 【本周重点关注】 中共中央政治局委员、国务院副总理何立峰将于 7 月 27 日至 30 日赴瑞典与美方举行经贸会谈。 7 月 30 日 20:30，美国商务部将公布美国第二季度 GDP 初值。 7 月 31 日 02:00，美联储将公布利率决议。预期本次美联储议息会议将维持联邦基金利率不变。 7 月 31 日 09:30，国家统计局服务业调查中心、中国物流与采购联合会将联合发布 7 月官方制造业 PMI、非 制造业 PMI 和综合 PMI。 7 月 31 日 20:30，美国商务部将公布 6 月 PCE 物价指数 ...

Group 1 - The potential impact of a return to an exchange rate of 6.2 RMB to 1 USD could significantly reduce the GDP gap between China and the US, with China's GDP potentially increasing from 140 trillion RMB to 23 trillion USD, representing over 75% of the US GDP [1][3] - China's GDP gap with the US once peaked at 70% of global GDP, but the shift towards high-end manufacturing and technological advancements has changed the economic landscape, indicating a substantial accumulation of strength over recent years [3][5] - The transformation of China's economy from a low-cost manufacturing base to a global technology center is evident, particularly in sectors like high-speed rail, artificial intelligence, and semiconductors, showcasing China's competitive edge in international markets [5][7] Group 2 - Future GDP growth in China is expected to continue, especially with further integration into high-tech industries and international markets, potentially allowing China's GDP to approach or exceed that of the US [7][9] - The advancement of China's military-industrial complex, supported by technological progress, is enhancing its global standing across various sectors, including aerospace and cybersecurity, contributing to overall national strength [7][9] - The combination of military manufacturing and advanced technology is expected to significantly boost China's production capacity and technological reserves, enhancing its influence beyond just economic metrics [9]

RT Ignas | DeFi (@DefiIgnas)Before crypto, I couldn't comprehend the magnitude of large numbers.In my mid-20s: $1.8B market cap token? Is that a lot?"Compared to what?My anchor numbers I 'understood' were $5 meal, $300 rent, $1 ice cream.$1M felt like infinite wealth. $100M+? Just "crazy lots of money."And $500m? A billion? 10 billion?A WHOLE TRILLION?Our brains suck at magnitudes beyond lived experience.I had no scale to anchor it.The picture below visualizes the magnitude.Now, the MC of $DOGE is $36B. Wha ...

Before crypto, I couldn't comprehend the magnitude of large numbers.In my mid-20s: $1.8B market cap token? Is that a lot?"Compared to what?My anchor numbers I 'understood' were $5 meal, $300 rent, $1 ice cream.$1M felt like infinite wealth. $100M+? Just "crazy lots of money."And $500m? A billion? 10 billion?A WHOLE TRILLION?Our brains suck at magnitudes beyond lived experience.I had no scale to anchor it.The picture below visualizes the magnitude.Now, the MC of $DOGE is $36B. What does this number mean to y ...

金十数据7月27日讯，在政治压力加剧、贸易政策生变与经济信号矛盾的复杂背景下，美联储主席鲍威 尔与其同僚将于下周进入议息会议。此次决议恰逢罕见的数据密集周——美国政府将接连发布GDP、就 业报告及美联储核心通胀指标。尽管市场普遍预期联储将再次按兵不动，但这一系列数据或将重塑政策 路径。经济学家预测，下周三公布的美国二季度GDP年化增速有望达2.4%（较一季度的萎缩0.5%显著 改善），但这主要得益于贸易赤字急剧收窄。周五公布的7月非农报告预计将印证企业招聘趋于谨慎。 在6月教育行业就业激增推高数据后，本月新增就业料将放缓，失业率或微升至4.2%。美国政府6月个 人收支报告预计将显示，美联储青睐的核心通胀指标环比略有加速，表明关税只是逐渐转嫁到消费者身 上。 GDP与就业数据公布前夕 鲍威尔面临空前压力 ...

To me, this is the big question that so many people have underestimated for 2025. How much are we actually seeing that a tailwind coming into practical effect versus still remain a promise. Well, I think it's again, it's interesting because when you think of A.I. , when you discuss A. I., it's almost exclusively about the future and what it means. And that, I think, distracts from the present just how important all this spending is. Stacks, servers, GPUs, physical construction, and, of course, electricity r ...

成都上半年GDP达12108.2亿元 同比增长5.8% 智通财经7月24日电，成都市统计局、国家统计局成都调查队7月24日公布2025年上半年成都经济运行情 况。根据地区生产总值统一核算结果，上半年，全市地区生产总值12108.2亿元，按不变价格计算，同 比增长5.8%。 ...

Economic Overview - China's GDP reached 66 trillion RMB, growing by 5.3% year-on-year, equivalent to approximately 9.19 trillion USD, accounting for 62% of the US GDP [1][14] - The first half of the year saw total imports and exports of 21.8 trillion RMB, with exports at 13 trillion RMB, reflecting a growth rate of 7.2% [3] Export Dynamics - Despite a significant drop in exports to the US, overall exports remained positive, driven by increased trade with ASEAN, which saw a 13% rise, making it the largest buyer [3] - Exports to the EU increased by 6.6%, while Latin America, the Middle East, and Africa experienced double-digit growth [3] Investment Trends - National fixed asset investment grew by 2.8% in the first half of the year, but excluding real estate, the growth rate surged to 6.6% [6] - Real estate development investment decreased by 11%, but the decline narrowed from 14% at the beginning of the year to 9% by June, indicating the effectiveness of policies aimed at stabilizing the housing market [8] Manufacturing Sector - The industrial growth rate for large-scale manufacturing was 6.4%, with equipment manufacturing exceeding 10% and high-tech manufacturing at 9.5%, indicating a shift of investment towards sectors capable of producing advanced technologies [8] Consumer Behavior - Retail sales totaled 24.5 trillion RMB, with a growth rate of 5%, but the Consumer Price Index (CPI) was at -0.1%, suggesting weak demand [10] - Consumer sentiment is affected by concerns over housing, education, and healthcare costs, leading to increased savings rather than spending [11][12] Future Outlook - The stability of infrastructure and manufacturing sectors is expected to continue, while the recovery of the real estate market hinges on consumer willingness to take on debt [7] - The economic landscape is characterized by a search for new markets in exports, structural adjustments in investments, and cautious consumer spending [16]