外媒与科技媒体长文、研究号文章
For more than 30 years, Lacy Hunt was behind one of the US bond market’s most enduring bullish wagers. Now, the 84-year-old economist and his colleagues at Hoisington Investment Management have emerged as some of the most committed bears.
明尼阿波利斯联储主席尼尔·卡什卡里表示，美联储将采取必要行动，使通胀回到目标水平。他认为美国经济正在增长，并对经济在关税和伊朗冲突背景下展现出的韧性感到意外。
美国初请失业救济人数降至197,000，为7月以来最低，续请失业救济人数也降至三年低位。彭博称，这两项变化指向劳动力市场状况良好。
While the US trade chief met with colleagues, some of Trump’s tariffs faced fresh legal scrutiny
Goldman Sachs pushes Fed rate hike forecast to December Reuters
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There’s capex spending and the AI trade. There’s the war in Ira