Group 1 - US stock market showed mixed results, with Nvidia rising over 4%, pushing the Nasdaq to a new high [1] - June core CPI in the US increased by 2.9% year-on-year and 0.2% month-on-month, remaining below expectations for five consecutive months [1] - US Treasury Secretary indicated that there is no need to worry about the deadline for the suspension of additional tariffs on China, stating that negotiations are in a "good position" [1] Group 2 - Trump announced an agreement with Indonesia, imposing a 19% tariff, which is lower than the previously threatened level [1] - The EU noted significant differences in positions between the US and Europe, with a 30% tariff causing confusion among US negotiators [1] - Nvidia's CEO Huang Renxun stated that the US government has approved export licenses to begin selling H20 chips to the Chinese market [1] Group 3 - US Treasury Secretary Becerra mentioned that the formal process for selecting Powell's successor has begun, with the selection proceeding at Trump's pace [1] - JPMorgan CEO issued a clear warning about the importance of the Federal Reserve's independence [1] - A significant setback occurred for the cryptocurrency regulation bill supported by Trump, as it failed to pass in the House [1] Group 4 - Apple is expected to launch its first iPhone Fold in the second half of next year, with a starting price of $1,800 [1]

Macro News - The EU plans to impose tariffs on $1 trillion worth of US goods if negotiations fail [2] - The UK and India have reached a free trade agreement, with India reducing tariffs on 90% of UK imports, 85% of which will achieve zero tariffs within ten years [2] - The UK and US are expected to finalize a trade agreement this week aimed at reducing tariffs on automobiles and steel [2] - US Treasury Secretary opposes the issuance of a digital currency by the Federal Reserve [2] Institutional Views - Galaxy Futures indicates that the thawing of US-China trade relations may lead to silver prices fluctuating at high levels [3] - The market's risk aversion is expected to decrease due to the confirmation of US-China diplomatic engagement, although challenges in negotiations remain [3] - The upcoming Federal Reserve meeting is highlighted as a key event to watch for potential clues on future interest rate cuts [3]