新华财经北京7月23日电多家日本媒体23日援引消息人士的话报道，首相石破茂有意在8月底前宣布辞职，为执政联盟参议院选举失利担责。当日晚些时候， 石破茂在东京接受媒体采访时重申留任意向，表示此前有关其辞职的媒体报道不实。 媒体：辞职"不可避免" 石破茂21日曾就参议院选举失利表达歉意，但考虑到日本当下面临日美关税谈判、物价上涨等问题，为保持政治稳定，他有意继续担任首相。对于执政联盟 为何失利，石破茂说原因包括政治改革、物价上涨等问题，并表示将尽快进行分析。 石破茂：媒体报道失实 美国总统特朗普当地时间22日晚在社交媒体上发文称，美国与日本达成贸易协议。石破茂23日早接受记者提问时曾表示，在仔细研究协议内容之前，他不 对"去留问题"置评。 | | 比例代表 公認候補者 | | | | --- | --- | --- | --- | | 候補者 | 診 犬童周作 | > 杉田水脈 | 膜田 | | 立 昇 治 | 釜范 敏 家 | 鈴木 宗 男 | 本田 題 子 | | ш 守 | 岸 博幸 | 田中昌史 | 宮 窪 大 作 | | | 見坂茂範 | 中田 フィッシュ | 宮崎雅夫 | | 池 誠 章 | 斉藤正行 ...

美债收益率四日连跌，基准10年期美债收益率下行约4个基点。 现货黄金涨超1%，现货白银涨近0.9%。 特斯拉涨超2%，马斯克表示，特斯拉汽车的自动驾驶能力将有一个阶级式的跃升。特朗普媒体科技集团涨超7%，此前公 司宣布其比特币储备购买总额已达20亿美元。 欧股开盘小幅下跌，泛欧股指跌近0.2%、德股跌超0.1%。 日元兑美元涨约1%。美元指数跌近0.5%。欧元涨约0.4%。瑞士法郎涨超0.2%。 21日周一，投资者聚焦本周密集的财报发布，其中包括特斯拉和谷歌A等重磅公司业绩，美股三大指数集体高开。欧美关税谈判尚未 明朗之际，欧股小幅下跌。日本，但短期利空出尽，。此外，黄金涨约1%，油价小幅下跌。 以下为核心资产走势： 纳斯达克综合指数涨幅扩大至0.7%，标普500指数涨0.4%，均创盘中历史新高。 美油跌超0.1%，布油跌超0.3%。 美股三大指数小幅上涨，欧股小幅下跌，市场在等待欧美关税战是否会升级 纳指涨0.31%。科技七巨头中除微软因遭受网络攻击下跌0.2%外，其余股票在盘前交易中均走高。 本周财报发布日程安排紧密。特斯拉和谷歌A将于周三公布业绩，洛克希德·马丁和可口可乐则定于周二发布财报。 汇丰控股首 ...

日本首相石破茂：日本最重要的事项是保持政治稳定，因为日本正面临多重挑战。 ...

Core Viewpoint - Indonesia has reached a free trade agreement with the European Union after 10 years of negotiations, which is expected to significantly contribute to economic and geopolitical stability in the region [1] Group 1 - The free trade agreement marks a crucial development for Indonesia as a key member of ASEAN [1] - The agreement is anticipated to enhance economic cooperation and trade relations between Indonesia and the EU [1] - The successful negotiation reflects Indonesia's strategic importance in the global trade landscape [1]

Core Viewpoint - Bank of America predicts limited downside for the US dollar in the second half of 2025, contrasting with some current market sentiments [2][10] Supporting Factors for Dollar Resilience - Key factors supporting the view of limited downside for the dollar include interest rate differentials, economic performance, and global liquidity demand [3] - Despite potential Fed rate cuts, if US rates remain higher relative to the Eurozone or Japan, the dollar will still attract yield-seeking investors [3] - The US economy shows remarkable resilience and growth, providing fundamental support for the dollar [3] - The dollar remains the dominant global reserve currency, with structural demand particularly strong during periods of global uncertainty [3] Core Drivers of Dollar Trends in 2025 - Understanding the factors influencing the dollar's outlook in 2025 is crucial, with monetary policy, economic growth, and geopolitical stability being primary drivers [4] - The pace of Fed rate cuts compared to other central banks will be critical; a slower Fed cut could maintain dollar strength [4] - Even amid global economic slowdowns, the US's robust performance may attract capital inflows, supporting the dollar [4] - Geopolitical tensions often increase demand for the dollar as a safe-haven asset [4] - The inflation trajectory in the US will directly impact central bank policies and currency valuation [4] Interconnectedness of Dollar and Forex Markets - The dollar's performance is interconnected with broader forex market trends, influencing and being influenced by other major currencies and emerging market currencies [5][6] - If the ECB or BoJ maintain a more accommodative stance, the euro and yen may face continued pressure against the dollar [5] - Strong dollar often exerts pressure on emerging market currencies, particularly those with dollar-denominated debt [6] Basis of Analysis and Potential Challenges - Bank of America's analysis is based on a comprehensive approach, considering macroeconomic indicators and policy expectations [7] - Key aspects include labor market data, inflation trends, global trade, and capital flows, all of which significantly impact dollar demand [7] - While the analysis is compelling, potential challenges include unexpected global economic recovery leading to capital outflows from the US [7] Implications for Investors - Understanding these currency forecasts is crucial for investors, affecting portfolio construction and risk management [9] - A strong dollar can be a double-edged sword, enhancing the value of dollar-denominated assets while making US exports more expensive [9] - Companies and investors with significant international exposure should consider hedging strategies to mitigate currency risk [9]

Group 1 - The core viewpoint of the articles indicates that UK Chancellor Rachel Reeves is facing significant challenges with upcoming tax increases, potentially more severe than the £40 billion tax plan implemented last year [1][2] - Reeves has acknowledged that the past week has been "destructive" for the UK government, particularly due to a sudden reversal on welfare reform, which raised concerns about her position and the government's fiscal discipline [1][2] - The market reacted negatively to the speculation surrounding Reeves' potential resignation, reflecting investor concerns about the stability of the Labour government's fiscal commitments [2] Group 2 - Prime Minister Keir Starmer's public support for Reeves, assuring that she will "remain in her position for many years," played a crucial role in stabilizing market confidence [2] - Reeves has reiterated her commitment to fiscal discipline, stating it is a prerequisite for the stability of the UK economy, and clarified that she has never considered resigning [2]