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Fed's Goolsbee: The impact of tariffs on inflation may be limited to moderate levels.

2025-06-26

Fed's Goolsbee: The impact of tariffs on inflation may be limited to moderate levels.

Other News
2025-06-26

Fed's Barkin: Tariffs will push up inflationary pressure, and tariff policies are expected to continue to change.

Fed's Barkin: Tariffs will push up inflationary pressure, and tariff policies are expected to continue to change.
2025-06-26

Foreign 1. Goldman Sachs: Copper prices are expected to reach a peak of $10,050 per ton this year. 2. JPMorgan: The US economy is expected to slow down due to tariffs, with a 40% chance of recession. 3. JPMorgan: Global demand for long-term assets ha

Foreign 1. Goldman Sachs: Copper prices are expected to reach a peak of $10,050 per ton this year. 2. JPMorgan: The US economy is expected to slow down due to tariffs, with a 40% chance of recession. 3. JPMorgan: Global demand for long-term assets has declined. 4. Barclays: There was mild selling pressure on the US dollar at the end of June, and the euro rebounded with weak momentum. 5. MUFG: The Bank of England may slow down the pace of quantitative tightening. 6. Bank of America: Interest rate differentials are no longer the main driver of the US dollar trend. 7. Natixis: The weakening of the US dollar has reduced the attractiveness of holding cash. 8. Westpac: The Reserve Bank of Australia may cut interest rates in July, but it is not a done deal. Domestic 1. CICC: If the photovoltaic industry is expected to recover in the future, beta may have a 30%-50% level of opportunity. 2. CICC: The Internet is at the starting point of a new round of expansion, and it is necessary to balance the rhythm between the short-term and long-term. 3. BOC Securities: AI investment shows a mismatch between long and short term, and the second half of the year is a good time to make arrangements. 4. CITIC Securities: It is expected that conventional liquidity tools such as MLF and buy-out reverse repurchase will maintain net injection.
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