Trump's adjustment of transatlantic relations has triggered a 500 billion euro spending change, and the European Central Bank's interest rate cut again, which means it is unlikely to cut interest rates again in April, uplifting the euro. The market still does not fully understand the severity of the changes, and German bond yields have soared to their highest level since 1990. Deutsche Bank says this is an unprecedented upheaval, and fast money and flexible investors are the first to react.

Trump considering the widespread use of tariffs, the Federal Reserve faces a key question: to what extent will any price pump stimulate the public's expectations of higher inflation rates? The inflation outlook will determine whether the Fed resumes rate cuts, and Trump's threat to increase tariffs will affect this year's inflation outlook. The Fed may react differently after the tariff hike takes effect, and is expected to be more inclined to oppose tariff increases than in the previous round.

Gold Ten data December 19 news, analyst Catarina said that Powell said at this meeting, some people did take a very preliminary step, beginning to incorporate their highly conditional estimates of policy into their forecasts. This is a change compared to previous meetings, and Powell has repeatedly emphasized that the Fed will not react until policy is almost or fully in place. Trump hasn't even taken office yet, but some Fed officials have already started to incorporate potential policies.

Gold Ten Data on October 17th, German Commercial Bank forex analyst Prevek said in a report that if European Central Bank President Lagarde unexpectedly expresses strong concerns about the further weak economic performance at Thursday's meeting, the euro may fall. This will support market expectations of rapid interest rate cuts in the coming months. Although there are reasons to suggest that the European Central Bank may slow down the pace of interest rate cuts after the expected rate cut on Thursday, concerns about economic prospects may prevail. It can be imagined that the risk of the euro against the US dollar today is downward. In the coming weeks, the euro may react sensitively to weak data.

Odaily planet daily news Deutsche Bank economists said in a report that historical data show that the yield on US bonds may react to Fed Chairman Powell's speech at the Jackson Hole on Friday, but only by 5 basis points. Nonetheless, the market "will still look for any clues on how the FOMC will handle the timing, pace, and magnitude of future interest rate cuts, and any substantive signals could have a significant impact on the market". (Jinshi)

贝壳 ikinci çeyrek performansı mükemmel, tüm şubelerin geliri ve karı beklentilerin üzerinde, hisse fiyatı olumlu etkilenebilir. Şu anda üçüncü çeyrek beklentisi nispeten korunaklı ve zayıf olabilir, ancak yönetim şirketin toplam işlem hacmi ve gelir beklentilerini henüz açıklamadı. Goldman Sachs, Beike için bir alım tavsiyesi verdi, ABD hisse senedi hedef fiyatı 21 dolar, Hong Kong hisse senedi hedef fiyatı 54 Hong Kong doları.

Golden Ten Data, August 1st news, LPL Financial Chief Economist Jeffrey Roach stated that the Fed used today's statement to prepare the market for the upcoming rate cut. With the improvement in inflation and the rise in unemployment rate, the Fed can keep the nominal interest rate higher than the inflation rate while lowering the interest rate. The market may react positively to this subtle change in tone.

Odaily星球日报讯 Blinks 开发商 Dialect 于 X 平台发文表示，Blinks 进入下一阶段，正式推出 Blinks Mobile SDK，现已在 React Native 中可用。通过这一 SDK，开发人员可以为其用户创建移动端优先的体验，实现直接从 X 到移动钱包中的一键操作和更快的签名用户体验。

BMO Capital Markets'ta stratejist olan Stephen Gallo, İngiltere Merkez Bankası'nın dikenli enflasyonla daha agresif oran artışlarıyla başa çıkmaya hazır göründüğü halde, sterlinin daha aşağı hareket etmek için hala yeri olduğunu söyledi. "2022'de sterlinde keskin bir değer kaybının tekrarı bu aşamada olası görünmüyor, ancak tamamen göz ardı edilemez. Sterlin'deki tepkinin bir kısmı tahvil piyasasından gelecek. Tahvil piyasası gerçekten hoşlanmadığı bir şey görürse , sterlin aynı şekilde React ile bitmeli.” BMO şimdi İngiltere Merkez Bankası'nın Perşembe günü faiz oranlarını 50 baz puan artırmasını bekliyor. "Döviz ve tahvil piyasaları, BoE'nin enflasyonla mücadelesini tamamen kaybettiğine ikna olduğunda, hem sterlin hem de altın düşmeli. Bugünkü verilerden sonra, yarın 25 baz puanlık bir faiz artışının uzun vadede toparlanmaya yol açması için iyi bir şans olduğunu düşünüyorum." vadeli yaldızlı verimler ve sterlin düştü."