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释放专属市场分析的力量
A cautious Fed meets a selective and uneven reopening in global capital markets.
Inflation expectations firm, but households grow more confident in jobs and finances.
Cooling prices, but slowing demand and tariff-driven cost pressures remain.
Eurozone data contrasts with UK fragility and a still-restrictive policy stance.
Softer labour data, Fed repricing and valuation fatigue test the rotation trade.
Headline may reflect seasonal distortions and mixed underlying labour momentum.
Stronger job numbers, but a drop in confidence.
A 5 – 4 ruling bolsters Fed independence, but legal uncertainty lingers.
Liquidity shifts from megacap AI to ‘buyers of shortage’.
Upward GDP revisions and sticky core inflation delay policy pivot bets.
Equities hit by volatility, yields flatten, gold drops and oil prices plummet in June.
