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Shipping rates for the USA have started to rise! USA customers are urging for shipments, and public companies are quickly replenishing their Orders.
Starting from May 14, both the USA and China significantly reduce bilateral tariff levels, implementing the important consensus reached in prior high-level economic and trade discussions. The export chain has already seen new changes, with American clients urging shipments and listed companies supplementing Orders becoming the main theme.
Making Trump happy! Can the wealthy sheikhs of the Middle East really come up with "trillions" so easily?
There is a significant gap between the economic and fiscal capabilities of the Gulf countries and these huge numbers they have committed to; Saudi Arabia's GDP is just slightly above one trillion dollars, and Qatar's GDP is only a little over two hundred billion dollars, while fluctuations in oil prices may further threaten the realization of these commitments.
Dalio: "The Art of Trade" and "The Forces Behind It".
Dalio stated that we are on the verge of significant changes in MMF, domestic politics, and the international order, and it all depends on whether these matters are handled in a wise and cooperative manner.
Futu Morning News | The S&P has achieved three consecutive increases, and the market is waiting for Powell's appearance tonight; Bridgewater's Q1 Hold Positions demonstrate the "risk aversion principle"! Aggressive buying of Alibaba, cutting positions in
Federal Reserve Vice Chairman: Economic growth is expected to slow, inflation may rebound but is to be observed; Super Micro Computer's stock price surged again, signing a 20 billion dollar AI agreement with Saudi Arabia's Datacenter DataVolt.
US Treasury yields are nearing the critical 5% mark! Market veterans suggest that a "Truss-style collapse" may be needed to force fiscal reforms.
Faced with the continuous fiscal stimulus from the new government, Stephen Jen, head of Eurizon SLJ Capital and a seasoned market veteran, feels deeply worried and has even begun to question whether the USA needs to experience a debt market collapse like that during former UK Prime Minister Liz Truss's term to force the government to change its course.
The Vice Chairman of the Federal Reserve: Economic growth is expected to slow, and inflation may rebound but remains to be observed.
① The Vice Chairman of the Federal Reserve, Jefferson, stated that tariffs and uncertainty may slow down economic growth in the USA and raise inflation, but monetary policy is prepared to respond; ② Jefferson has lowered the forecast for economic growth in the USA this year, but expects the economy to continue to expand. He pointed out that tariffs could disrupt the progress of inflation reduction and will likely raise inflation at least in the short term.