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巨富金业:特朗普亲信力挺7月降息,鲍威尔面临政治经济双重夹击
Sou Hu Cai Jing· 2025-06-24 09:49
一、突发!特朗普阵营关键人物转向支持降息 6月24日,美联储内部关于降息路径的博弈进一步白热化。特朗普提名的美联储监管副主席米歇尔・鲍曼(Michelle Bowman)在国会证词中明确表示,若通 胀持续温和,支持最早在7月启动降息,以"预防劳动力市场可能出现的结构性疲软"。这一表态与特朗普另一亲信、美联储理事克里斯托弗・沃勒 (Christopher Waller)形成呼应——后者在6月20日的讲话中强调,关税对通胀的影响"可能是短暂的",美联储应"优先考虑经济下行风险",为7月降息打开 政策窗口。 值得注意的是,鲍曼作为特朗普2023年提名的美联储最高监管官员,其立场转变被市场解读为"白宫施压美联储的标志性胜利"。特朗普在6月24日接受《国 会山报》采访时直言:"这才是正确的方向,鲍威尔应该听听这些专业人士的意见。" 二、鲍威尔的困境:独立性与政治压力的角力 面对亲信倒戈,鲍威尔在6月24日参议院银行委员会听证会上仍坚持"观望立场"。他强调,尽管5月零售销售月率下滑0.9%、工业产出意外下降0.2%,但关 税对通胀的滞后影响尚未完全显现,美联储需"等待更多数据确认通胀路径"。这一表态与点阵图中7名官员"年 ...
Generac (GNRC) - 2024 Q1 - Earnings Call Presentation
2025-06-24 09:49
GENERAC INVESTOR PRESENTATION May 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. GENERAC INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann SENIOR MANAGER – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 Any such forward-looking statements are not guarantees of performance or results, and involve risks, uncertainties (some of which are beyond the Company's control) ...
金荣中国:现货黄金回吐隔夜反弹空间,并进一步延续低点
Sou Hu Cai Jing· 2025-06-24 09:49
基本面: 周二(6月24日)亚盘时段,现货黄金回吐隔夜反弹空间并进一步延续低点至3333.17美元/盎司后震荡盘踞,目前交投于3350美元附近。因美国总统特朗普 宣布以色列和伊朗已完全达成一致,将实现全面停火,市场对中东局势的担忧情绪迅速降温,打压黄金的避险需求。周一伊朗袭击了美国在卡塔尔的军事基 地,以报复美国周末袭击其核设施,但没有采取任何行动来阻断霍尔木兹海峡的石油和天然气运输。特朗普称之为"软弱回应",当时市场对中东局势进一步 升级的担忧情绪已经明显降温,这使得金价回吐了周一盘初的涨势,现货黄金周一收报3368.98美元/盎司,接近收平。 美国总统特朗普北京时间周二6:02(美东时间周一下午06:02)在社交媒体上发文称:以色列与伊朗已完全达成共识,将实施全面彻底的停火(约 6 小时后 启动,届时以伊双方将结束并完成正在进行的最后任务!)。停火期为 12 小时,此后这场战争将被视作结束!正式流程为:伊朗先启动停火,第 12 小时以 色列启动停火,第 24 小时,这场持续 12 天的战争将正式宣告终结,并获世界致意。每段停火期间,另一方将保持和平与尊重。以色列第12频道电视台周一 晚间报道说,以色列已向 ...
Generac (GNRC) - 2024 Q2 - Earnings Call Presentation
2025-06-24 09:48
GENERAC INVESTOR PRESENTATION August 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. GENERAC YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann SENIOR MANAGER – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 GENERAC Forward Looking Statements INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO Certain statements contained in this presentation, as well as other information provided from time to time by Generac Holdings ...
溢价率曾高达379.6%!深圳这栋法拍房再次上架
Zheng Quan Shi Bao· 2025-06-24 09:48
最近一段时间,一线城市法拍房市场中的高溢价成交数量越来越多。 今年5月,位于深圳市罗湖区红岭中路的2118号住宅楼5栋1—6层法拍房结束拍卖,最终竞得单价约每平方米3.42万元,溢价率高达379.6%。 不过,事情出现了新的"反转"。 法院重新上拍处置 今年5月,位于深圳市罗湖区红岭中路的2118号住宅楼5栋1—6层法拍房结束拍卖,最终34名竞拍者经过450轮出价竞拍,将这栋建筑面积3333 平方米的法拍房的报价定格在1.14亿元,远远高于约2378万元的起拍价。按照单价计算,最终竞得单价约每平方米3.42万元,起拍为每平方米 7134.7元,溢价率高达379.6%。 不过,记者在阿里资产.司法平台看到,这栋楼被再次上架法拍,该标的的竞价结果确认书再次更新,显示"该标的物于2025/06/2310:25:34确 定交易未履行",并在阿里资产.司法平台再次上架,起拍价约2377.99万元。阿里资产客服工作人员表示,竞买成功后买受人未在规定时间内 支付余款,视为违约,法院重新上拍处置,竞拍日期显示为7月24日。 此前的竞价成功确认书显示,清河县千代文化传媒有限公司通过竞买号V4517竞得上述房产。拍卖标的物产权属 ...
无棣县:织密“全链条”服务网 跑出高效办成“加速度”
Qi Lu Wan Bao Wang· 2025-06-24 09:48
齐鲁晚报.齐鲁壹点王芳通讯员崔晓晖 "原以为要跑好几天,没想到在政务服务中心一个窗口,1小时就把营业执照、食品经营许可证都办好了!"在无棣县政务服务大厅,经营 小吃店的王女士拿着崭新的证照,难掩欣喜。今年以来,无棣县政务服务中心聚焦群众企业办事痛点堵点,以"全链条"服务模式为抓 手,打造高效办成一件事"快车道",持续擦亮"帮棣好"政务服务品牌。 集成服务,让群众办事"少跑腿"。无棣县政务服务中心打破部门壁垒,将分散在不同科室、部门的事项进行整合。通过梳理高频事项, 推出"我要开饭店""我要办诊所"等"一件事"套餐,将多个关联事项的申请材料精简60%,办理环节压缩70%。同时,设置"一件事"综合受 理窗口,实行"一窗收件、内部流转、并联审批、统一出件",群众只需提交一套材料,就能完成多个事项的办理,真正实现"进一扇门、 办所有事"。 数字赋能,让政务服务"更智能"。依托"互联网+政务服务"平台,无棣县政务服务中心大力推进线上服务。推出"帮棣好"小程序,实现政 务服务事项"指尖办""掌上办"。通过数据共享,打通部门间信息孤岛,许多证明材料无需群众重复提交,系统自动核验调取。此外,引 入智能导办系统,通过办事指南智 ...
Generac (GNRC) - 2024 Q3 - Earnings Call Presentation
2025-06-24 09:48
INVESTOR PRESENTATION November 2024 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann DIRECTOR CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 Forward Looking Statements materialized and may cause actual results to vary from these forward-looking statements. A detailed discussion ofthese and other factors that may affect fut ...
Strength Seen in Mobileye (MBLY): Can Its 11.6% Jump Turn into More Strength?
ZACKS· 2025-06-24 09:46
Company Overview - Mobileye Global (MBLY) shares increased by 11.6% to close at $16.42, following a period of 5.7% loss over the past four weeks, indicating notable trading volume [1] - The company specializes in driver-assistance systems and autonomous driving technologies, with expected quarterly earnings of $0.09 per share, unchanged from the previous year, and revenues projected at $462.79 million, reflecting a 5.4% increase year-over-year [3] Market Context - The stock's rally is attributed to broader macroeconomic and geopolitical shifts, particularly following Iran's missile strikes on U.S. bases, which suggested a potential easing of tensions in the Middle East [2] - Positive sentiment was further bolstered by comments from a Federal Reserve official, raising hopes for interest rate cuts in the near future [2] Earnings Estimates and Trends - The consensus EPS estimate for Mobileye has remained stable over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] - Empirical research suggests a strong correlation between earnings estimate revisions and near-term stock price movements, highlighting the importance of monitoring these trends for future stock performance [4] Industry Comparison - Mobileye is part of the Zacks Automotive - Original Equipment industry, which includes other companies like Modine (MOD), that saw a 0.5% increase in its stock price, with a 7.7% return over the past month [6] - Modine's consensus EPS estimate has decreased by 12.3% over the past month, indicating a potential challenge within the same industry [7]
MSCI (MSCI) Earnings Call Presentation
2025-06-24 09:40
MSCI Inc. INVESTOR PRESENTATION May 17, 2024 Forward-Looking Statements 2 • This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including without limitation, MSCI's full-year 2024 guidance and long-term targets. These forward-looking statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, perfor ...
Alico(ALCO) - 2025 FY - Earnings Call Presentation
2025-06-24 09:39
incorporated NASDAQ: ALCO www.alicoinc.com Investor Presentation January 2025 Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include, but are not limited to, statements regarding the Company's strategic transformation, the Company's future cash flow and cash reserves, the future ...