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Core Viewpoint - The Bank of Korea will maintain its stance on interest rate cuts to alleviate the downward risks facing economic growth, with expectations of gradual recovery in consumption due to improved economic confidence and the implementation of supplementary budgets [1] Group 1 - The Bank of Korea is adjusting the timing and pace of future interest rate cuts [1]

Group 1: Market Overview - The Shanghai Composite Index briefly surpassed 3500 points before retreating, indicating a generally stable market trend [1] - The VIX index calculated from the SSE 50 and CSI 300 ETF options has not shown a significant upward spike, suggesting a lower risk of sharp market fluctuations in the future [1] Group 2: Domestic Economic Indicators - In June, the Consumer Price Index (CPI) turned positive at 0.10% year-on-year, with a core CPI of 0.70%, reflecting a slight increase of 0.10% month-on-month [3] - The rise in CPI is attributed to seasonal weather effects, with vegetable prices increasing and a notable recovery in international oil prices impacting domestic energy prices [3] - Food prices decreased by 0.3% year-on-year, with beef prices rising by 2.7% after 28 months of decline, while pork prices fell by 8.5% [3] Group 3: Monetary Policy Outlook - Due to ongoing pressures on CPI and PPI from consumer confidence and international trade risks, there is potential for a 10 basis point interest rate cut by the central bank in Q4, lowering the 7-day reverse repo rate to 1.3% [4] - This could create more space in the bond market, with investors advised to focus on government bond ETFs [4] Group 4: International Economic Developments - The recent signing of the "Big and Beautiful" bill in the U.S. has expanded the deficit, with implications for various sectors, including traditional energy, manufacturing, and real estate, which may benefit from tax advantages [4] - The impact on A-shares remains unclear, but potential fiscal expansion in the U.S. could enhance demand for Chinese exports, particularly capital goods and equipment [4]

说到美联储，最新的会议纪要显示，多数官员认为今年适度降息是合适的，但他们也强调要保持耐心。这意味着降息可能会来，但不会太快。市场现在 对7月底的会议充满期待，要是真降息了，对股市和债市都是个利好。不过，特朗普一直在施压美联储，说利率高了3个点，让美国多花了3600亿美元。 这也给美联储的决策增加了不少压力。 美股方面，标普结束了两连跌，英伟达更是风光无限，市值一度突破4万亿美元，成为全球首家达到这个里程碑的公司。这背后是AI行业的持续火爆，微 软、Meta这些大客户对AI的投入越来越大。不过，英伟达的股价也不是一帆风顺，年初还因为各种因素跌到了86美元，现在又涨回来了近90%。这说明 只要行业趋势不变，优质公司的长期价值还是很值得期待的。 各位老铁，我是帮主郑重，一位在财经江湖摸爬滚打了20年的老记者，现在转型做中长线投资。今天咱们来聊聊隔夜的全球市场大事件，看看这些消息 背后藏着哪些投资机会。 先给大家划个重点，特朗普又搞事情了，这次把矛头对准了巴西。他宣布从8月1日起对所有巴西产品征收50%的关税，这可比4月份的10%高出不少。巴 西那边反应很激烈，副总统直接说这是不公平的，总统卢拉更是放话要对等反击。要 ...

转自：新华财经 新华财经北京7月10日电 美债收益率周三（9日）多数走低，此前多数美联储官员暗示预计即将降息。最新公布的会议纪要凸显了美联储 官员公开讲话中已经很明显的分歧，而美国总统特朗普正在对众多产品和贸易伙伴提高进口税的不可预测举措，则加大了官员们对美国 经济将如何回应的分歧。 据美国财政部数据，截至当天收盘，2年期美债收益率下跌4BPs至3.86%；10年期美债收益率下跌8BPs至4.34%，30年期美债收益率下跌 7BPs至4.87%。2年期与10年期美债收益率利差周三收窄至48BPs。 关税方面，特朗普周二表示，他将对所有进口到美国的铜征收50%的新关税。他在社交媒体上发布的信件显示，关税税率从20%到40% 不等，将于8月1日生效。 这将是特朗普在第二任期内第四次全面征收关税。目前，大多数进口汽车和汽车零部件面临25%的关税，而进口钢铁和铝都面临50%的 关税。 当地时间周三下午公布的美联储6月会议纪要显示，尽管政策制定者一致投票决定暂时维持利率不变，但在未来政策应如何推进的问题 上，分歧也越来越大。 一方面，一些人认为通货膨胀已经足够温和，有理由降息；另一方面，一些成员更担心关税可能会推高消费 ...

Market Performance - Bitcoin reached a historical high during intraday trading, with a price of $111,312.3, reflecting a 2.26% increase [1][2] - Major U.S. stock indices closed higher, with the Dow Jones up 0.49%, Nasdaq up 0.94%, and S&P 500 up 0.61% [2][3] - Nvidia's market capitalization briefly surpassed $400 billion, closing up 1.8% [2] Cryptocurrency Prices - Ethereum (ETH) rose to $2,770.53, up 6.20% [2] - Solana (SOL) increased to $157.57, up 4.18% [2] - XRP reached $2.4131, up 4.75% [2] - Dogecoin (DOGE) saw a price of $0.18212, up 6.51% [2] Federal Reserve Insights - The Federal Reserve's June meeting minutes indicated significant uncertainty regarding the inflation impact of tariffs, with no consensus on the extent of their effect [4] - Some officials suggested the possibility of interest rate cuts in July, while most maintained a patient approach due to stable economic performance [4] - The Fed described the economic growth as "robust" and noted low unemployment rates [4] Trade Relations - President Trump announced a 50% tariff on all Brazilian products starting August 1, 2025, leading to a 2% decline in the Brazilian real against the dollar [4] - The European Commission President stated that the EU is closely working with the Trump administration to reach a trade agreement while preparing for various scenarios [4][5] - Reports indicated that EU negotiators are nearing a trade agreement with Trump, with tariff levels higher than those granted to the UK [5]

Group 1: Economic Indicators - The U.S. CPI rose by 0.1% year-on-year in June, while the PPI decreased by 3.6% year-on-year [11] - China's economic increment during the "14th Five-Year Plan" period is expected to exceed 35 trillion yuan [11] Group 2: U.S. Federal Reserve and Trade Relations - The Federal Reserve's June meeting minutes revealed a division among officials regarding interest rate cuts, with three main viewpoints: cut rates this year but exclude July, maintain current rates, or act immediately in the next meeting [9] - Trump has called for the Federal Reserve to lower interest rates, stating that rates are at least 3 percentage points too high [11] Group 3: Stock Market Performance - U.S. stock indices showed positive performance with the Dow Jones up by 0.49%, S&P 500 up by 0.61%, and Nasdaq up by 0.94% [3] - In Hong Kong, the Hang Seng Index fell by 1.06%, while the Hang Seng Tech Index dropped by 1.76% [4] Group 4: Commodity Prices - Spot gold closed at $3,313.73 per ounce, up by 0.37%, while spot silver fell by 1% to $36.37 per ounce [6] - WTI crude oil closed at $67.19 per barrel, up by 0.03%, and Brent crude oil closed at $69.47 per barrel, up by 0.08% [6] Group 5: Cryptocurrency Market - Bitcoin reached a new historical high of nearly $112,000 per coin, increasing by almost 3% [5] - Ethereum surged over 5%, approaching the $2,800 mark [5]

美联储会议纪要：几位与会者表示，如果数据按预期发展，他们愿意在7月会议上考虑降息。 ...

Core Viewpoint - President Trump criticizes the Federal Reserve's current interest rates, claiming they are too high and urging for a reduction to alleviate refinancing costs for the government [2][3]. Group 1: Trump's Influence on Monetary Policy - Trump asserts that the current interest rates are "at least 3 percentage points too high," leading to an additional annual cost of $360 billion for refinancing [2]. - He emphasizes that there is "no inflation" and that businesses are "pouring into America," pushing for the Federal Reserve to lower interest rates [2]. - The proposal of appointing a "shadow chairman" before Powell's term ends raises concerns about the Federal Reserve's independence and credibility [3][5]. Group 2: Implications for the Next Fed Chair - The next Fed chair may face skepticism regarding their integrity and potential compromises made for nomination, especially if they are perceived as being aligned with Trump's interest rate reduction agenda [5][6]. - Trump's push for a "shadow chairman" could undermine Powell's authority and complicate the decision-making process within the Federal Reserve [6][7]. - The market's reaction to potential early nominations and the uncertainty surrounding monetary policy could lead to confusion and volatility [7][8]. Group 3: Market Reactions and Future Outlook - Financial markets typically dislike uncertainty, particularly in sensitive areas like monetary policy, which could lead to adverse reactions if Trump's proposals are implemented [6][8]. - The upcoming FOMC meeting minutes are expected to provide further insights into the Federal Reserve's stance, with expectations of a potential rate cut in September [8].

责编：刘珺宇 校对：陶谦 据中国驻以色列大使馆消息，7月8日，中国驻以色列使馆发言人就以色列有关议员涉台错误言行答记者 问。 来源： 中国驻以色列大使馆 百万用户都在看 重大利好！暴增1883%！ 刚刚，大涨100%！周杰伦，彻底引爆！ 重大转变！特朗普，突然宣布！ 事关降息！美联储，重磅传来！ 深夜，暴跌！马斯克，突发！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...