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Citadel Head of Strategy: The market is underestimating the likelihood of a Fed rate hike in July.

Citadel Head of Strategy: The market is underestimating the likelihood of a Fed rate hike in July.

``` The Federal Reserve's policy framework is shifting from "inertia" to "adaptation," and the fixed income market may face a brutal summer. On July 5, Frank Flight, Head of Macro Strategy at Citadel Securities, warned in his latest report that the markets are currently severely

Stronger stance! Bank of Korea warns SK Hynix and Samsung Electronics of leveraged ETF risks

Stronger stance! Bank of Korea warns SK Hynix and Samsung Electronics of leveraged ETF risks

``` The Bank of Korea (BOK) has joined the ranks of regulators issuing warnings, raising risk alerts on single-stock leveraged ETFs tied to Samsung Electronics and SK Hynix, suggesting that such products may amplify market volatility and intensify excessive concentration of the Korean stock market in a handful of semiconductor stocks.

After closely observing Walsh, Morgan Stanley's chief economist insists: The Federal Reserve will not raise interest rates this year.

After closely observing Walsh, Morgan Stanley's chief economist insists: The Federal Reserve will not raise interest rates this year.

``` The policy stance of the Federal Reserve’s new chair, Walsh, is under close scrutiny by the markets. Seth Carpenter, Morgan Stanley’s Chief Global Economist, wrote after attending the ECB’s annual conference in Sintra, Portugal, that based on employment data, inflation forecasts, and policy signals, the Fed will

SemiAnalysis releases another pre-market scoop: NVIDIA Kyber NVL144 rack delayed by over 12 months due to "difficulties in PCB mid-board manufacturing."

SemiAnalysis releases another pre-market scoop: NVIDIA Kyber NVL144 rack delayed by over 12 months due to "difficulties in PCB mid-board manufacturing."

July 6th morning, semiconductor industry research institution SemiAnalysis released six consecutive posts on the X platform (formerly Twitter), disclosing that Nvidia's Kyber NVL144 rack architecture has encountered major delays and several cancellations. The news drew market attention before trading. SemiAnalysis stated bluntly: "Major delay: Just three months

OPEC+ agrees to raise quotas by 188,000 barrels per day in August; since the outbreak of the US-Iran war, the cumulative increase has nearly reached one million barrels.

OPEC+ agrees to raise quotas by 188,000 barrels per day in August; since the outbreak of the US-Iran war, the cumulative increase has nearly reached one million barrels.

``` OPEC+ is pushing forward with a new round of production increases, profoundly reshaping the oil market supply landscape. On July 5, according to Bloomberg, OPEC+ has agreed to raise its production quota by 188,000 barrels per day in August. This production increase continues the group's pre-set course

AI storm sweeps global markets, with Indian stock market unexpectedly becoming a "safe haven" for capital.

AI storm sweeps global markets, with Indian stock market unexpectedly becoming a "safe haven" for capital.

``` Global investors are reassessing the value of allocating to the Indian stock market. As AI-driven trading continues to amplify global market volatility, the Indian market—which lacks AI concept stocks and was previously seen as having a disadvantage—has instead become a key destination for defensive capital allocations. As the

Next week's major events: China inflation data, Federal Reserve meeting minutes, SK Hynix US stock debut, Zhipu MiniMax unlocking.

Next week's major events: China inflation data, Federal Reserve meeting minutes, SK Hynix US stock debut, Zhipu MiniMax unlocking.

**Overview of Major Financial Events for the Week of July 5th to July 13th (All Times Beijing Time):** **Key Focus for Next Week:** **Macroeconomic Data and Policy:** On July 9, China’s June CPI and PPI data will be released, with the market watching whether the “K-shaped divergence” in prices