Before we talk about the moves in oil prices, lots of attention about this truth social post that President Trump put up saying that essentially he's greenlighting China to keep buying Iranian oil. How should we read that. The White House came out yesterday to say that this doesn't mean that they're waiving sanctions, but still pretty notable.Yeah, I mean, you'll be shocked to hear, we don't know for a change. And look, the headline on all stories today uses the word baffled. And I think that is the key wor ...

【环球网财经综合报道】华泰证券近日发布美债相关研究报告，从需求端视角剖析美债投资者结构特征与行为逻辑，并对2025年下半年市场供需 格局作出展望。报告分析认为，国际投资者、广义共同基金及美联储作为三大核心需求方，合计持有美债比例常年超过60%，但其购债动机与策 略存在显著差异。 报告显示，当前全球投资者累计持有美债规模突破26万亿美元。其中，海外和国际投资者以8.6万亿美元持仓占比33%，稳居最大买家；广义共同 基金持仓量达5万亿美元，占比近20%；美联储截至2024年底持有3.8万亿美元，占比约15%。这三类机构合计持仓常年维持在60%以上。其余投资 者按持仓规模排序依次为个人投资者、商业银行、州和地方政府、养老基金及保险公司等。 美联储作为政策主导型机构，以中长债为主要配置工具，其买卖行为直接关联资产负债表调节目标。海外官方机构购债决策受汇率、贸易平衡及 金融稳定等因素驱动，其行为往往与美元指数呈负相关；私人部门则更多通过套息交易获取收益。美国居民购债呈现"追涨杀跌"特征，本质上是 在股债资产间进行动态配置；对冲基金则偏好基差交易等策略。 商业银行的购债行为受存贷比和期限结构影响显著，需平衡存款规模扩张与 ...

今天分享的是：高盛：中国对新房的需求将保持低位（英文） 报告共计：14页 高盛报告核心内容总结：中国新房需求将持续低位运行 高盛发布报告指出，中国城市新房需求在未来一段时间内将保持低位，2025-2030年每年新增需求或略低于500万套，较2017年 2000万套的峰值下降75%，这一趋势由人口结构变化、政策转向及投资需求逆转等多重因素共同驱动。 人口结构变化抑制住房需求 中国人口在2021年达峰后开始下降，联合国预测未来人口将持续收缩，这使得人口增长对新房需求的贡献从2010年代的年均150 万套转为2020年代的-50万套和2030年代的-140万套。同时，城市化进程虽仍在推进，但速度明显放缓，2024年中国常住人口城 镇化率为67%，政府目标是2030年达到70%，这意味着2024-2030年每年城镇化率仅提高0.5个百分点，远低于2010-2020年的增 速，受此影响，城镇化对新房需求的贡献从2010年代的年均640万套降至2020年代的380万套和2030年代的280万套。不过，家庭 规模缩小在一定程度上抵消了人口和城镇化的负面影响，2000-2020年，中国城市"一代户"比例从27%升至50%，预 ...

Well, decades of expansion in US oil drilling significantly impacted the Trump administration's ability to manage Iranian hostilities. This expansion bolstered US energy independence, shifting the country from being heavily reliant on Middle East oil imports to becoming a major exporter. It's given the US some leverage, but it's not without its geopolitical challenges.Our Washington correspondent Ben Worsko is joining us now to put this history into some context. Ben. Yeah, Josh.So this this as you as you g ...

Core Viewpoint - EOG Resources is actively monitoring the macroeconomic environment, particularly in relation to geopolitical volatility and its impact on oil and gas supply and demand fundamentals [4]. Group 1: Company Insights - EOG Resources has been a significant player in the U.S. shale revolution, indicating its influential role in the energy sector [1]. - The company has made several noteworthy announcements recently, reflecting its ongoing developments and strategic direction [2]. Group 2: Industry Analysis - The demand for oil and gas appears strong globally, although there are concerns regarding how tariffs may influence this demand [4][5]. - EOG's team is closely analyzing the macro environment, which has been characterized by volatility, necessitating a careful assessment of supply and demand dynamics [4].

Group 1 - Stock markets experienced a rally due to a ceasefire between Israel and Iran, which alleviated fears of escalating conflict [1] - Lockheed Martin's stock fell by 3% despite the overall market surge, indicating investor concerns about future demand for military products [1][3] - The recent spike in Lockheed Martin's stock was driven by heightened demand expectations during the Israel-Iran conflict, but the stock is now returning to pre-conflict levels [4] Group 2 - The demand for Lockheed Martin's weapons systems typically increases during conflicts and decreases in peaceful times, leading to volatility in stock performance [3] - The current ceasefire may lead to a misinterpretation of future demand for Lockheed Martin's products, as there will always be a need for military systems regardless of active conflict [5]

Joining us now from the strategic for center for strategic and international studies, senior fellow for energy security, Clay Seagull. Was that was that an overstatement, Clay, to say that what we just showed our viewers, which is a bunch of red arrows, each one representing, by the way, a ship, the number of ships in that body of water is probably going to determine the path of oil and natural gas prices. Hey guys, good afternoon.Good to be with you. I think that the illustration that you showed basically ...

Core Insights - Carnival shares increased approximately 7% following the release of stronger-than-expected second-quarter results and an upward revision of its full-year guidance [1] - The company reported adjusted earnings of 35 cents per share, surpassing analyst expectations of 24 cents, with adjusted revenue reaching a record $6.3 billion compared to the anticipated $6.2 billion [1] Financial Performance - Net income rose significantly to $565 million, up from $92 million a year ago, indicating strong financial growth [2] - Carnival raised its full-year guidance, now expecting adjusted net income to be 40% higher than 2024, translating to an increase of about $200 million from its previous forecast in March [2] Future Expectations - The company anticipates full-year adjusted EBITDA to be $6.9 billion, an increase from the prior estimate of $6.7 billion [3] - Carnival is set to open the island Celebration Key in the Bahamas on July 19, which is expected to contribute positively to future revenues [3] Industry Trends - Post-pandemic cruise demand remains robust, with expectations of higher prices and fuller ships, which are likely to drive profits closer to pre-pandemic levels [4]

Josh Weinstein, Carnival Corporation CEO, joins 'Money Movers' to discuss consumer demand, summer travel and the stock. ...

Both silver and platinum have surged in recent weeks with silver reaching a 13-year high above $36 per ounce and platinum climbing to levels last seen in 2021. This bullish momentum is primarily driven by robust industrial demand, especially for silver in the manufacturing of solar panels and platinum in hybrid vehicle production alongside persistent supply deficits. Silver supply lagged demand by about 15% in 2024 with another shortfall expected this year.Meanwhile, platinum faces its third consecutive yea ...