I will take you to understand the macro and grasp the general market trend.
Institutions: The three looming grey rhinos of the U.S. economy in the second half of the year.
Xuetao macro notes · Jul 17 22:49
U.S. retail sales rose 0.6% in June, exceeding expectations and reversing the declines seen in the previous two months.
wallstreetcn · Jul 17 21:27
Ignoring Trump's tariffs? The United States' June "horrific data" exceeded expectations, causing Gold to plummet sharply.
Golden10 Data · Jul 17 21:22
Are the effects of tariffs still not noticeable? In June, the US PPI reached its lowest year-on-year level in nearly a year, remaining flat month-on-month, with service deflation and moderate increases in commodities.
wallstreetcn · Jul 16 21:28
The June CPI in the United States confirms the transmission of tariffs, commodity inflation rises again after four months, and core PCE may be even more "fierce".
wallstreetcn · Jul 16 18:34
"The New Fed Whisperer": Why the June CPI Data Won't Change the Fed's Decision
wallstreetcn · Jul 15 23:02
Trump VS Powell! Who understands the American economy better? The CPI will reveal the answer tonight.
cls.cn · Jul 15 16:37
Bessent's closed-door meeting revealed: advised Trump to be patient in trade decisions, he is as impatient as Soros.
wallstreetcn · Jul 11 07:32
U.S. stocks reached new highs again! The S&P and Dow set new records, showing signs of market rotation amid tariff uncertainty.
Zhitong Finance · Jul 11 07:31
"Wall Street's number one": There is a 50% probability of the Federal Reserve raising interest rates! The market is too lenient regarding tariffs.
Golden10 Data · Jul 11 06:59
Three major risks threaten the 'Goldilocks' scenario for U.S. stocks! Goldman Sachs warns of stagflation, a long-term bond market storm, and a significant decline in the U.S. dollar.
Zhitong Finance · Jul 10 11:31
The tariff storm has risen again! Brazil has been named, with a tax rate of 50%, and Trump has sent tariff letters to 8 countries.
China Securities Company · Jul 10 07:50
The U.S. Treasury Department has issued key predictions, noting that the risk of a "bond issuance wave" has significantly decreased.
wallstreetcn · Jul 9 15:06
Musk: Bessent is Soros's puppet; he doesn't even know math.
wallstreetcn · Jul 7 09:52
Musk responds to the "election time": next year.
cls.cn · Jul 6 10:48
Why can't the non-farm payroll scare the market?
River Reading Global Macroeconomics · Jul 4 14:31
A closer look at non-farm payrolls: The U.S. job market is far from as strong as the "surface data" suggests.
wallstreetcn · Jul 4 12:09
The ISM services PMI Index in the U.S. for June is 50.8, with a contraction in the employment index and a rebound in business activity and orders.
wallstreetcn · Jul 3 23:34
In June, non-farm payrolls exceeded expectations, the unemployment rate unexpectedly fell, and a rate cut by the Federal Reserve in July seems unlikely.
Golden10 Data · Jul 3 21:07
Full text of the U.S. non-farm report for June: State governments and the Medical Industry saw job growth, while the federal government continued to cut jobs.
Golden10 Data · Jul 3 20:44
"The negative non-farm payroll report" ignites suspense about non-farm payrolls: Will there be a rate cut in July? The answer depends on tonight.
cls.cn · Jul 3 15:46
The "little non-farm" surprisingly underperformed! In June, the ADP employment figures in the U.S. unexpectedly recorded a negative value, raising concerns in the market about the weakening labor market.
Wall Street Journal, Jinshi Data. · Jul 2 20:34
The U.S. Senate rejected Trump's AI regulation ban with an overwhelming vote of 99:1!
wallstreetcn · Jul 1 18:13
Is the economy a "strong stimulus" or a debt "bomb"? Wall Street hotly comments on Trump's "Big and Beautiful" proposal.
cls.cn · Jul 1 17:22
