意大利咖啡巨头Lavazza称，对冲基金等金融投机者应为咖啡价格飙升承担80%的责任，他们推动价格 达到了对行业和消费者来说"完全不可持续"的水平。 7月10日，据媒体报道，意大利咖啡巨头Lavazza集团主席Giuseppe Lavazza表示，过去四年咖啡价格的 大幅上涨中，80%来自投机活动，特别是对冲基金的操作。这种波动性和不确定性对烘焙商、贸易商甚 至生产商都造成了"令人难以置信"的影响。 伦敦罗布斯塔咖啡期货这一全球基准价格今年1月飙升至每吨超过5700美元的历史新高。尽管价格已回 落至本周约3500美元，但仍远高于1700美元的历史平均水平。 由于价格高企，过去两年全球咖啡消费量已下降3.5%。尽管Giuseppe Lavazza表示消费者咖啡价格"有 望"已经见顶，但新的监管和特朗普的贸易政策可能推动价格再次上涨。 全球最大咖啡贸易商之一、总部位于荷兰的Mercon Coffee Group在2023年底本轮涨势开始时申请破产， 成为市场波动的受害者之一。 Lavazza集团同样面临巨大压力。这家总部位于都灵的公司被迫大幅增加营运资本，去年采购咖啡的支 出达到16亿欧元，较2018年的6亿欧元 ...

Group 1 - U.S. Treasury Secretary Yellen reassured Wall Street that the U.S. will never default on its debt, stating that the country is on a warning track but will not hit a "default wall" [1] - Concerns about rising federal debt are heightened as President Trump urges Congress to pass his "beautiful bill," which is expected to increase the federal deficit [1] - The U.S. Congressional Budget Office (CBO) warned that without new budget legislation, the U.S. debt-to-GDP ratio will exceed the peak levels of the 1940s in the coming years [1][2] Group 2 - The Committee for a Responsible Federal Budget warned that Trump's plan could add approximately $3 trillion in debt over the next decade, with the bill already passed in the House and heading to the Senate [2] - Investors are worried about the debt ceiling increase, which is tied to Trump's tax and spending plan, complicating negotiations in Congress [2] - Yellen did not specify the "X date," when the Treasury would run out of cash, indicating that this information is used to push the bill through [2] Group 3 - Musk criticized the large spending bill, expressing disappointment that it undermines government efficiency efforts [3] - The Trump administration claims that the bill will not increase the deficit and that existing forecasts do not account for the economic growth benefits [4] - Yellen stated that this year's deficit will be lower than last year and will continue to decrease in the following years [5] Group 4 - Trump's tariff plan faced obstacles as a court ruled that the president lacked the authority to impose most tariffs, although the ruling was temporarily stayed [6] - The U.S. Secretary of Commerce assured that even if certain powers are restricted, alternative methods to impose tariffs will be found [6]