June 30, 2025 04:02 AM GMT Thematic Alpha | North America US Consumer Pulse Survey: Consumer Sentiment Stabilizes Amid Tariff Uncertainty M Consumer sentiment toward the economy and household finances has stabilized as concern over tariffs holds at March levels. Inflation remains consumers' primary concern though worry over the political environment and geopolitics is rising. This report provides a full breakdown of data from our 66th survey of ~2,000 consumers in the U.S., which ran June 19th - 23rd, to ga ...

6月25日，国内期市能化板块跌幅居前。其中，燃料油期货主力合约开盘报3062.00元/吨，今日盘中低 位震荡运行；截至发稿，燃料油主力最高触及3071.00元，下方探低2996.00元，跌幅达6.11%附近。 南华期货（603093）分析称，供给端俄罗斯和伊朗出口减少，但新加坡进口仍高位，进料需求回升，库 存端新加坡和中东浮仓库存回升，整体市场供应充裕，导致燃料油价格震荡。 目前来看，燃料油行情呈现震荡下行走势，盘面表现偏弱。对于燃料油后市行情将如何运行，相关机构 观点汇总如下： 中财期货指出，6月23日，中国舟山低硫燃料油保税船供卖方报价较LU2507结算参考价升贴水+99元/ 吨，为4089元/吨；中国舟山高硫燃料油保税船供卖方报价较FU2507结算参考价升贴水263元/吨，为 3657元/吨。地缘冲突方面，伊朗和以色列的冲突仍有升级的可能。周末美国对伊朗发动了大规模的空 袭，针对伊朗的核设施进行了轰炸。特朗普方面称核设施受到严重破坏，而伊朗方面则称主要受损的是 地上部分，且可以修复。但美军这一举动意味着美方已正式入局，中东事态有所升级。预计燃料油震 荡。 瑞达期货（002961）表示，伊朗与以色列冲突停 ...

The markets have now recovered all their losses since the beginning of the conflict between Israel and Iran. G Squared Private Wealth founding partner and CNBC contributor Victoria Green and CNBC senior markets commentator Mike Sani join me now. Mike, I'm going to kick this off with you.Set the stage for what we've seen this week and the fact that for lack of a better term, a peace dividend seems to be pricing into this market now. Yes, a peace dividend because you had a little bit of a peace tax or a war t ...

All right, Jeeoff, we got to start here. Has the thesis changed at all with everything that's going on in the Middle East. I I have a feeling that you researched and put this piece together before all this quite ramped up.Yes, you're absolutely right, Frank. And it is tough from a micro perspective to look at every tweet that comes out. It seems like the market is kind of tilting hour by hour, but I think in the bigger picture, this March higher to retest these S&P 500 all-time highs is underway.Call it a m ...

1 st Quarter 2025 Results Presentation | 1Q 2025 Results 1 Disclaimer | 1Q 2025 Results 2 This presentation does not constitute or form part of, and should not be construed as, an offer to sell or an invitation, solicitation, or inducement to purchase or subscribe for securities with respect to any transaction, nor shall it or any part of it form the basis of, or be relied on in connection with, any contract or commitment whatsoever. This presentation does not constitute either advice or a recommendation re ...