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英國央行行長貝利:希望將利率風險從中央銀行資產負債表中移除。
2026-07-01
英國央行行長貝利:希望將利率風險從中央銀行資產負債表中移除。
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2026-07-01
Trump's 2025 financial disclosure shows $635 million in income from licensing or revenue-sharing related to "meme coins".
Trump's 2025 financial disclosure shows $635 million in income from licensing or revenue-sharing related to "meme coins".
2026-07-01
China International Capital Co says gold has likely priced in excessive Fed rate-hike expectations and could see some giveback this year. The macro team argues persistent labor and consumption pressures, plus rising financing demand from the US AI-driven economy, make a materially hawkish Fed unlikely; policy may be “hawkish in name but dovish in practice.” Using a model that infers rate expectations from gold, the note estimates the current ~$4,000/oz gold price implies pricing for roughly 3–4
China International Capital Co says gold has likely priced in excessive Fed rate-hike expectations and could see some giveback this year. The macro team argues persistent labor and consumption pressures, plus rising financing demand from the US AI-driven economy, make a materially hawkish Fed unlikely; policy may be “hawkish in name but dovish in practice.” Using a model that infers rate expectations from gold, the note estimates the current ~$4,000/oz gold price implies pricing for roughly 3–4 further hikes, above what interest-rate futures currently show. If falling oil prices feed through to US near-term inflation, the market’s pricing of hikes could be revised lower, creating short-term buying/covering opportunities in the futures market.
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