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The new Fed Chair, Walsh, made changes to the "dot plot" as soon as he took office, and Wall Street's reaction is—the bond market is about to get more expensive. Last Wednesday, Walsh presided over his first Federal Open Market Committee (FOMC) meeting as the

``` On July 4 this year, the United States will celebrate its 250th anniversary of founding. This historic milestone is becoming an important observation window for the market—analysts believe that Trump is highly likely to intensively release positive signals at this opportunity, pushing the stock market to hit historic highs

``` Michael Hartnett, Chief Investment Strategist at Bank of America, has issued another warning, believing that US stocks are currently in the biggest tech bubble since 2021, and that the forces ending this bubble have always historically been "voters and bond vigilantes." In the latest Flow Show report, Hartnett

With the rise of content platforms such as Douyin and Xiaohongshu, the demand for smart cameras such as mirrorless and interchangeable lens cameras has been reopened and is entering the mass market. This wave of changes has also been transmitted to the upstream supply chain. On June 22, Zhuhai Fujichinon

Citadel Securities believes the Federal Reserve's policy style is undergoing a profound shift. On June 19, Citadel Securities released a research report stating that under the leadership of new Fed Chair Walsh, the Fed has moved from inertial decision-making to proactive, adaptive policymaking. Citadel Securities warns that the

``` Bernstein star analyst Stacy Rasgon believes that as investments in AI infrastructure approach 4.4% of U.S. GDP in a frenzy, the semiconductor industry is entering an unprecedented real "supercycle." On June 21, the Tech Surge Deep Tech Podcast, which focuses on frontier emerging technologies, released its

``` The British political scene is facing the most tumultuous transfer of power in years. According to The Observer on the 20th, Prime Minister Starmer is preparing to announce his departure timeline, and senior Labour Party figures expect he may issue a "clear statement" as soon as the 22nd