as we're about the midpoint of the day, but we have this very important Fed meeting. We all think we know what's going to happen. Jim, you and I were just talking before the show about the backdrop, about where we're sitting.Um, sort of frame it up for us. I think we all know what we think is going to happen from the meeting. What.Well, you know, we have a Fed chair and a Fed open market committee that doesn't like surprises. So, I think the 25 basis points is is probably baked in at this point in time. It ...

Core Insights - The U.S. manufacturing new orders saw a significant month-on-month decline of 4.8% in June, reversing the strong rebound from May driven by a surge in aircraft orders [1] - Despite the June drop, overall orders increased by 3.8% compared to the same period last year [1] - The decline in orders was primarily attributed to a sharp decrease in commercial aircraft orders, which are high-value capital goods that significantly impact overall manufacturing data [1] Manufacturing Sector Performance - Manufacturing accounts for 10.2% of the U.S. GDP, but it has been facing multiple constraints leading to a weakening development trend [1] - The aggressive trade policies implemented during the Trump administration, including high tariffs on various imports, have posed greater challenges for the manufacturing sector [1] - The tariffs aimed to protect domestic industries and increase fiscal revenue, but they have also resulted in higher production costs and supply chain limitations [1] Economic Outlook - Economists generally believe that Trump's tariff strategy to "revive" manufacturing is unlikely to succeed in the short term due to labor shortages and the lengthy process of infrastructure adjustments and supply chain restructuring [2]

5月1日，在亚拉巴马大学毕业典礼上，美国总统特朗普发表了令人瞩目的讲话，他呼吁商科毕业生"别只盯着华尔街的K线图！带着你们的商业头脑去工厂 车间，去浇筑混凝土、锻造钢铁！"这番言辞，旨在激励新一代投身制造业，助力美国制造业复兴。然而，颇具讽刺意味的是，特朗普本人却在股市中赚得 盆满钵满。 特朗普的股市操作行为一直备受争议。此前，他在社交媒体上发帖称"现在是买入的好时机！"就在该帖发布后不久，他宣布暂停对大多数国家实施最严厉的 关税。这一系列操作使得美国股市大幅飙升，道指收盘上涨近3000点。而特朗普持股53%的特朗普媒体科技集团的股票价格收盘上涨22.67%，远超大盘涨 幅，他个人财富在当天就暴增4.15亿美元。这一手"空手套白狼"玩得真是溜溜的！ 社交媒体视频还显示，特朗普在白宫得意地向在场富豪炫耀，称他们当日在股市赚得巨额财富，如"他今天（在股市）赚了25亿美元，他赚了9亿美元"。这 无疑引发了美国舆论及多名国会参议员对其是否操纵股市、进行内幕交易以谋取暴利的质疑。 一面在股市中尽享财富增值的红利，一面却呼吁毕业生远离金融投机、投身制造业，特朗普的这种双面行为令人深思。从其推动制造业复兴的角度来看，他 一 ...