安桥首席执行官：美国正在"极其迅速地"推进放松管制。加拿大放松管制的行动尚未发生。 ...

Core Viewpoint - The tariff agreement between Indonesia and the United States is expected to alleviate the severe impact on exporters, stimulate reforms, and create investment opportunities [1] Group 1: Tariff Impact - The agreed tariff of 19% is lower than the previously proposed 32%, which is anticipated to help preserve manufacturing jobs and stabilize consumer spending [1] - The exemption from tariffs on certain goods entering the U.S., particularly feed and capital goods, is likely to benefit industries such as poultry, food, metals, and healthcare [1] Group 2: Investment and Regulatory Environment - The relaxation of import regulations and potential reforms may attract foreign investment, especially in downstream industries [1] Group 3: Risks and Challenges - Despite the positive outlook, risks remain from foreign exchange fluctuations, pressure on local producers, and the potential loss of leverage in future trade negotiations [1]

Group 1: Market Performance - Major stock indices showed mixed results, with the Dow Jones Industrial Average down by 436.36 points (-0.98%) at 44023.29, while the Nasdaq increased by 37.47 points (0.18%) to 20677.8 [1] - The S&P 500 decreased by 24.8 points (-0.40%) to 6243.76, while the Hang Seng Index rose by 386.8 points (1.60%) to 24590.12 [1] - The Nikkei 225 increased by 218.4 points (0.55%) to 39678.02, and the KOSPI rose by 13.25 points (0.41%) to 3215.28 [1] Group 2: U.S.-China Trade Relations - U.S. Treasury Secretary stated that the current negotiations between the U.S. and China are in a "good state," with flexibility regarding the upcoming tariff ceasefire deadline [2] - President Trump announced that tariff letters to smaller countries will be sent soon, with rates expected to be "slightly above 10%" [3] Group 3: Trade Investigations - The U.S. Trade Representative initiated an investigation into Brazil's trade practices under Section 301 of the Trade Act of 1974, focusing on unfair restrictions on U.S. exports [4] Group 4: Economic Indicators - U.S. core inflation data showed that the Consumer Price Index (CPI) rose by 0.3% month-over-month and 2.7% year-over-year, with core CPI increasing by 0.2%, below the 0.3% market expectation [5] Group 5: Oil Demand Outlook - OPEC indicated that global economic performance in the second half of the year may exceed expectations, supporting oil demand due to high refinery crude absorption [6] Group 6: Corporate Investments - Apple is expected to announce a $500 million investment in MP Materials, the only rare earth mining operator in the U.S. [7] Group 7: Financial Performance - JPMorgan Chase reported Q2 revenue of $45.7 billion, exceeding market expectations, but down from $51 billion year-over-year, with net income of $15 billion [8] - CEO Jamie Dimon noted that tax reform and potential deregulation are favorable for economic outlook, despite existing risks from tariffs and trade [9] Group 8: Technology Developments - Nvidia's stock rose by 4.04% to $170.7, reaching a market capitalization of $4.17 trillion, following the approval of H20 chip sales to China [10]

你若安好，便是春天。这不是一句台词，而是经济社会本来面貌的真切写照。管理部门的权力之手退 一步，经济社会的活力就多一份，近年来，各地文旅掀起的大小不同的流量密码和互联网印迹，年初 DeepSeek的高光，年中中国创新药的活力四射，以及近期"苏超"的火爆，都是用鲜活的案例传递 同一个真相，自由孕育繁荣，自由塑形着各自的活力。 经济社会的活力不是权力管制驯服出来的，其真正的土壤，在于为人们营造一个合法自由的秩序。人 们对美好生活的追求，本质就是各自安好，就是捍卫每一人追求幸福、诠释幸福的权利。幸福是一种 具象的主观感知，可能是吃一次路边摊，也有可能是一次寻常的闲逛。人间烟火不会孕育在统一的幸 福模板中，而是自由绽放在各自定义的美好中。经济社会秩序护卫的核心，就是这份诠释幸福的多元 空间。 2025.07. 01 本文字数1831，阅读时长大约3分钟 作者 | 第一财经 钟严 自由进驻的地方是活水之源、活力之泉。 在30日的北京市安全生产和消防工作新闻发布会上，有关部门明确，即日起，面向社会公众举办的 文艺演出、体育比赛、展览展销、招聘会、游园会等大型群众性活动，以及需要通过外摆摊位开展临 时性促销售卖、展览展示、 ...

印尼表示，随后将推出更多放松管制的计划。 印尼放宽10种大宗商品的进口规定。 ...

Group 1 - Global stock markets have rebounded since April, but the sustainability of this upward trend in the second half of the year will depend on the progress of tariff and policy issues [1] - The uncertainty surrounding tariffs is expected to suppress risk appetite, particularly as the deadline for the U.S. to delay tariff increases approaches in early July [1] - The final outcome of tariffs will depend on negotiation progress, with expectations that tariff levels may remain above pre-trade dispute levels but are unlikely to return to peak levels [1] Group 2 - U.S. stock valuations remain reasonable, and corporate earnings are expected to remain resilient, but high market volatility persists due to unpredictable negotiation styles from U.S. President Trump [2] - European and Chinese markets currently present more attractive valuations, with potential capital inflows driven by increased fiscal and defense spending in Europe and continued policy easing in China [2] - Key themes for the U.S. stock market in the second half include artificial intelligence, digital infrastructure, and selected small-cap stocks benefiting from corporate tax cuts [2] Group 3 - The outlook for global government bonds, investment-grade credit, infrastructure, private credit, and real estate remains positive amid ongoing uncertainty [3] - European and UK markets are viewed as more attractive compared to the U.S., with the Chinese stock market expected to benefit from continued accommodative policies [3]

美联储戴利：放松管制和减税通常对经济增长整体而言是利好。 ...

白宫经济顾问委员会主席米兰：放松管制将使美国潜在GDP增速增加40至90个基点。 ...

美国财长贝森特：放松管制将在2026年第三季度和第四季度促进经济增长。 ...

美国关税传来最新消息。 刚刚，据日本共同社报道，美国拒绝对日本予以"对等关税"全面豁免。另据彭博社报道，在与美国的贸易谈判 中，印度提议在对等的基础上，对一定数量的钢铁、汽车零部件和药品实行零关税。 与此同时，美国宏观数据也持续扰动市场。今晚，美国供应管理协会（ISM）公布的数据显示，美国4月ISM 服务业PMI指数录得51.6，重回扩张区间，大幅高于预期的50.2。分析称，数据表明，在美国制造业受关税影 响持续收缩的背景下，服务业仍表现稳健。 受此影响，美股三大指数跌幅收窄，道指率先转涨，截至发稿，道指涨0.14%，纳指跌幅收窄至0.45%。美国 财政部长贝森特在最新的讲话中表示，美国股市具有"抗脆弱性"，美国将巩固"全球资本中心"的地位。 关税的变数 北京时间5日晚间，日本共同社援引知情人士的话报道，在最近的关税谈判中，美国拒绝对日本予以"对等 关税"全面豁免。 消息人士透露，上周华盛顿会晤期间，美国财政部长贝森特等美国官员告知日本首席谈判代表赤泽亮正，特朗 普政府只愿意考虑降低14%的特定关税，该关税已暂停实施至今年7月初。但日本一直主张彻底取消"对等关 税"，包括对汽车加征25%的关税以及对钢铁和铝加 ...