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Why is the US-Iran agreement not necessarily a dovish signal for the Federal Reserve?

Why is the US-Iran agreement not necessarily a dovish signal for the Federal Reserve?

``` News of a US-Iran peace agreement has fueled a surge in US Treasuries and rapidly heightened expectations of rate cuts. However, Bank of America has issued a warning: the market's dovish interpretation may be wishful thinking. If the agreement helps oil prices stabilize within a moderate range, it

U.S.-Iran Agreement "Reached," but U.S. Crude Oil Inventories Are Already Approaching the Red Line and It Will Take Months to Replenish

U.S.-Iran Agreement "Reached," but U.S. Crude Oil Inventories Are Already Approaching the Red Line and It Will Take Months to Replenish

``` The US-Iran agreement paves the way for reopening the Strait of Hormuz, but whether this can promptly curb the accelerated depletion of global oil inventories will determine the direction of energy prices in the coming weeks. According to a Wallstreetcn article, both the US and Iran announced a ceasefire memorandum

Microsoft CEO warns: A few winners in the field of artificial intelligence could destroy the "entire industry"

Microsoft CEO warns: A few winners in the field of artificial intelligence could destroy the "entire industry"

``` Microsoft CEO Satya Nadella has issued a warning: the AI wave is giving rise to a dangerous winner-takes-all scenario, where a handful of AI model providers could swallow almost all economic value, while industries lose control over their own knowledge assets in the process. On June 14, Nadella posted on

Goldman Sachs warns: Short covering dominates US stock market summer trend, Waller's first FOMC may become a "time bomb"

Goldman Sachs warns: Short covering dominates US stock market summer trend, Waller's first FOMC may become a "time bomb"

The US stock market is undergoing a technical rebound driven by short covering, rather than genuine buying from fundamental improvement. Meanwhile, the new Fed Chair Kevin Walsh is about to preside over his first FOMC meeting. Facing the complex situation of conflicting inflation and employment data, the choice of wording

Trump threatens to impose a 100% tariff on French wine: Scrap the digital tax, or forget about entering the U.S. market.

Trump threatens to impose a 100% tariff on French wine: Scrap the digital tax, or forget about entering the U.S. market.

``` Trump has once again aimed the trade war at France, using the core interests of the French wine industry as leverage, demanding that Paris abolish the digital services tax targeting American tech giants, or he will impose a 100% tariff on all French wine and champagne. On Monday, Trump said

From Tokenmaxxing to Tokenminimizing! Meta’s Zuckerberg admits to making a mistake.

From Tokenmaxxing to Tokenminimizing! Meta’s Zuckerberg admits to making a mistake.

``` Meta is hitting the brakes on its AI ambitions. After months of aggressively encouraging employees to use AI tools, the social media giant is now moving to limit internal AI token consumption and address an internal crisis triggered by aggressive restructuring — with runaway costs and collapsing employee morale putting simultaneous

France, Germany, Italy, and the UK speak out: Call for urgent reopening of the Strait of Hormuz

France, Germany, Italy, and the UK speak out: Call for urgent reopening of the Strait of Hormuz

``` As the US-Iran ceasefire memorandum of understanding is announced, major European powers collectively spoke out, demanding the prompt and comprehensive restoration of normal passage along this global energy artery. According to Xinhua News Agency, the leaders of France, Germany, Italy, and the United Kingdom issued a joint statement "warmly