President Donald Trump’s potential dismissal of Fed Chair Jerome Powell is a major and underpriced risk that could trigger a selloff in the US dollar and Treasuries, a Deutsche Bank AG strategist said https://t.co/gJ9w4ha45Q ...

Global Macro Research June 30th, 2025 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. {[{xTcfaSlj-ZSQMv-ljRpIMwb8de_IkRyUQgSEehgsqRWyU9rJnLYnzA}]} Overall summary US Rates While we continue to find value at the front-end, front-end yields have declined to 2-month lows, aided in part by cri ...

July 1, 2025 05:22 PM GMT G10 FX Strategy, US Economics and Equity Strategy What Does USD Weakness Mean for the US? Contrary to many investors, we think that USD's weakening trend is at the intermission, not the finale. What are the broader economic and market implications of a net 20% USD decline as we expect? Key Takeaways Please add me to your distribution list. | M | | | | --- | --- | --- | | | | Global Idea | | July 1, 2025 05:22 PM GMT | | | | G10 FX Strategy, US Economics and Equity Strategy | Morgan ...

Cross compare the BTCUSD or value of bitcoin right now in dollar valuationTo the BTC/DXY which has outpaced.Bitcoin is trading at a 13% discount to the appreciation it has actually had to the US dollar.Catch up in store? https://t.co/Jf0owRp3RPEasy (@EasyEatsBodega):For contextThe value of Bitcoin is outpacing the value of a dollarEven tho bitcoin is not all time high yet in USD terms.This genuinely just makes me want to buy so much more bitcoin. ...

在本周早些时候，油价曾接近每桶78美元，而现在美国原油的交易价格约为65美元，交易者在很大程度上已经 不再考虑伊朗关闭霍尔木兹海峡的可能性。伊朗采取这样的行动将造成自身经济伤害，因为这会干扰他们对最 大原油客户中国的出口。如果停火无法维持，原油价格可能再次上涨，因此未来几天的价格波动可能会受到新 闻推动，而非技术因素的影响。 在外币市场中，美元因冲突获得支撑，美元指数（DXY）上涨至99点，交易者寻求将其作为避险货币。但在停 火消息传出后，DXY回落至98点，支撑位在97.65，阻力位在98.40。美联储主席杰罗姆·鲍威尔（Jerome Powell）在众议院金融服务委员会作证时重申，央行在降息前将观察关税政策是否会产生任何通胀影响。这种 对利率的鹰派态度未能为美元提供太多支持。如果中东局势再次紧张，这可能会推动美元再次上涨。 在金融市场中，KCM Trade 始终凭借专业洞察，为投资者拨开迷雾。下面，KCM Trade 首席分析师兼福布斯顾 问委员会成员 Tim Waterer 带来最新汇评，揭示近期市场动态。 关税一直是今年市场的主要主题，但在过去一周，地缘政治占据了主导地位。随着以色列和伊朗之间敌对行动 ...

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Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, publications, and personal analysis intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Viewpoint - Sodexo Inc. plans to issue benchmark-sized US dollar-denominated notes and conduct a cash tender offer for its existing 1.634% senior notes due 2026 to refinance existing debt and extend its debt maturity profile [1][3]. Group 1: Debt Issuance and Tender Offer - The new notes will be guaranteed by Sodexo S.A. and the tender offer is expected to expire on May 22, 2025, unless extended or terminated earlier [1]. - The allocation of the new notes will prioritize holders of the 2026 notes who participate in the tender offer [2]. - The tender offer is contingent upon the successful completion of the new notes issuance [2]. Group 2: Company Overview - Sodexo, founded in 1966, is a global leader in sustainable food and facilities management services, aiming to improve quality of life and contribute to social and environmental progress [4]. - As of August 31, 2024, Sodexo reported consolidated revenues of €23.8 billion and employed 423,000 people across 45 countries, serving 80 million consumers daily [7]. - The company has a market capitalization of €8.5 billion as of April 3, 2025 [7].

贸易争端缓和后，全球债市定价逻辑切换，债券长端收益率快速上行，债市回调压力加大。业内人士建 议，当前投资者应适度控制久期，择机调整资产配置，短债基金和短期理财产品或成稳健选择；持有美 元理财产品的投资者，则需警惕汇率波动与资本利得双重损失。 ...

外汇市场一周回顾（2025年5月5日-5月9日） 欧元和英镑：欧元震荡下行，英镑承压 欧元本周走势震荡，周初连续上涨二个交易日后，周三周四连续下跌，周五以小幅反弹报收于1.12511。整体处于振荡调整阶段。整体而言，欧元兑美元在 1.12附近波动，面临1.2150的长期压力线限制，上行动能不足，短期或维持在较小的上升通道内运行。 英镑兑美元则因英国央行利率决议临近及经济数据不确定性，波动加剧，整体表现偏弱，收于1.3300左右。 本周全球外汇市场波动显著，围绕贸易谈判，美联储利率决议、全球央行政策动态以及地缘政治风险，主要货币对表现分化，美元指数经历震荡反复，避险 货币和商品货币走势各异。 美元走势：震荡中显现分歧 美元指数本周整体呈现震荡走势，开盘于约99.8附近，最高触及100.64，涨幅约1.03%。美元先是因市场对美联储可能维持利率不变的预期而承压，指数一 度跌破100关口，但在美联储主席鲍威尔对通胀和贸易政策的表态后，美元迅速反弹，周五收于100.42，显示出强劲的短线反弹力量。 不过，美元指数本周仍呈现"多空分歧"，投资者对美国经济数据复杂性及全球经济不确定性保持谨慎态度，市场对美联储未来货币政策 ...