Sri Lanka’s central bank sees space to ease policy rates further if inflation remains below its forecast, governor Nandalal Weerasinghe says https://t.co/a9KwoDzJL2 ...

The Reserve Bank of Australia’s decision to keep interest rates unchanged caught markets off guard, leading to criticism that the bank’s radio silence had left markets without guidance https://t.co/dopQH0y46x ...

Rising shipping rates for UK importers is raising worries of inflation fears https://t.co/XBSUIzIfFt ...

In a troubling sign, jobless rates are rising and employment-population ratios are falling for Black Americans, @foxjust says (via @opinion) https://t.co/pOk0HGV5I3 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific assets. Core Insights - The report indicates a less urgent need for substantial policy easing in the near term, with June PMI surveys showing resilient economic momentum and Q2 real GDP growth tracking slightly above 5% [5] - The report suggests a gradual descent of the USD/CNY exchange rate, with a forecast of 6.90 for the USD/CNY spot in 12 months, implying limited total returns for long CNY positions against the USD [5] - The rates market is expected to continue short-term consolidation, with interest rates in China drifting lower over the medium term due to resilient economic growth and limited appetite for significant easing [6] Valuations and Policy Stance - The USD/CNY spot fell further in June, while the CNY depreciated modestly against the CFETS basket, indicating a shift in valuations [10] - The countercyclical factor widened in June, suggesting an appreciation bias in the USD/CNY fixing [17] Technicals - The carry-to-volatility ratio for USD/CNH and EUR/CNH remained largely unchanged in June, indicating stable market conditions [20] - Momentum to buy USD or EUR and sell CNH remained largely unchanged, reflecting consistent trading patterns [21] Fundamentals - China's trade balance rose in May, driven by a higher goods trade surplus, indicating strong export performance [32] - Long-term cash bond yields and NDIRS rates remained largely stable in June, suggesting a balanced outlook for bond markets [38] - The consensus forecast for CPI inflation edged down in June, while the forecast for real GDP growth edged up, reflecting a mixed economic outlook [56] Liquidity and Leverage - The PBOC injected liquidity into the interbank market in June primarily through pledged reverse repos, indicating active liquidity management [58] - Repo rates declined in early to mid-June before rising at the quarter-end due to seasonal liquidity demand, reflecting fluctuations in funding conditions [61] Bond Supply and Demand - Net issuance of central government bonds was around RMB 706 billion in June 2025, with the central government utilizing 51% of the annual issuance quota [69] - Local government general bond net issuance was around RMB 94 billion in June 2025, with local governments utilizing 56% of their general bond issuance quota [72]

Where are we going on terror policy. Let me rephrase that. Not necessarily where we're going, because I don't know if anyone knows where we're going, but how do you think the market is digesting all of these policy shifts, the ups and downs, and at least right now, a lot of things that Trump is threatening haven't actually been implemented.Right. I think, first of all, your introduction was perfect twists and turns. And I think what's happened is the market has gotten so accustomed to twists and turns and t ...

streaming. Go to CNBC. com plus now.>> Welcome back. Tech stocks driving the S&P 500 today to a new intraday high yet again. Our next guest says to stick with those winners in the second half of the year.Joining us now at post nine is Michael Pappas of Advisors at Rockefeller. Welcome back. Great.So you still want to ride this this winning trade. Why so. Look, I just think.>> Again technology is changing everything that we have. The metrics have actually changed in the way we evaluate jobs. I think this is ...

He should resign immediately. We should get somebody in there that's going to lower interest rates. Why don't you call for his resignation.I think he's terrible. I think look, we're paying I call him too late. Too late.Like two tall Jones for the Dallas Cowboys, right. He's always late. But he wasn't late with Biden before the election.He was cutting him like crazy. It didn't help too much, did it. But he was cutting him like crazy before the election with Kamala.It was recommended by somebody that worked f ...

Maryanne Bartell's as chief investment strategist at Sanctuary Wealth, a woman who has been assigning target prices to the S&P 500 for a number of years now. So, Maryanne, thanks for being with us. Can you please take us through what exactly in your models and assumptions is driving a 7,000 price target for the S&P 500 by the end of the year.Well, really what's driving this is not new. It's it's really the technology of AI that we've been talking about. Blockchain, robotics, uh crypto, web 3.This is the gre ...

There are the opening mess on Wall Street on this summer Tuesday. I'm Yahoo Finance executive editor Brian Sazy and this is Opening Bid. Here on Open Bid, we bring you the investing analysis you need to know to unleash the power of your portfolio. We're digging to what's really moving stocks, giving you the unbeatable context to make decisions with all that money in your portfolio. Let's see what's hot in the markets right off the jump here. Y senior reporter Ally Canal is here from the NASDAQ in Times Squa ...