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Brent crude falls below $80 for the first time in three months! US-Iran agreement impact, Goldman Sachs and Morgan Stanley both lower target prices

Brent crude falls below $80 for the first time in three months! US-Iran agreement impact, Goldman Sachs and Morgan Stanley both lower target prices

``` The US and Iran have reached a temporary agreement to reopen the Strait of Hormuz, causing intense turmoil in the global oil market. Major Wall Street banks have lowered their oil price forecasts, and Brent crude oil prices have dropped to a three-month low. Brent crude oil saw its biggest

1996 or 1999? Top Economists: Inflation May Be Approaching a Turning Point, Consumption and Housing Expected to Recover Moderately

1996 or 1999? Top Economists: Inflation May Be Approaching a Turning Point, Consumption and Housing Expected to Recover Moderately

``` Nancy Lazar, Chief Global Economist at Piper Sandler, believes that the current US economic cycle is highly similar to the mid-1990s—if oil prices have peaked and inflationary pressures begin to ease, consumer spending is expected to accelerate again, and the housing market will see a gradual recovery. In a

Bank of Japan: No one knows where the neutral interest rate lies

Bank of Japan: No one knows where the neutral interest rate lies

The Bank of Japan raised interest rates as expected, but uncertainty surrounding the policy endpoint is increasing. Vice Governor Shinichi Uchida explicitly stated that the estimated range of the neutral rate is too wide to be used for actual decision-making. This means that even if the policy rate has reached

Waller's debut as Fed Chair: No rate cuts, no rate hikes, but ready to "say less"?

Waller's debut as Fed Chair: No rate cuts, no rate hikes, but ready to "say less"?

``` Kevin Walsh’s first FOMC meeting as Fed Chair is highly anticipated, but market expectations for his initial actions are extremely limited. In the early hours of Thursday Beijing time, the Federal Reserve will announce its latest interest rate decision. According to a CNBC Fed survey, 32 economists, fund managers,

Trump TACO again, what is the cost?

Trump TACO again, what is the cost?

``` Trump announced a ceasefire between the US and Iran, and global risk assets surged in response. However, the unusual signal of gold rising simultaneously is warning investors: this time’s "TACO rally" is different from before, and the hidden cost behind it may be the accelerated expansion of

Too high to withstand the cold? Bank of America fund manager survey: Over half of managers believe AI is still in a "boom period," but there is "taking chips off the table at high levels."

Too high to withstand the cold? Bank of America fund manager survey: Over half of managers believe AI is still in a "boom period," but there is "taking chips off the table at high levels."

Global fund managers remain highly optimistic about the artificial intelligence (AI) investment theme. Most respondents believe that the sector is still in a “boom phase” driven by “fear of missing out” (FOMO). However, as valuations rise and trading crowding reaches historic highs, signs of profit-taking at market peaks have emerged,

Changan has promoted two more executives born in the 1980s.

Changan has promoted two more executives born in the 1980s.

``` Author | Zhou Zhiyu Changan Automobile has promoted two more post-80s employees. Wallstreetcn learned on June 16 that at the board meeting held on June 15, the Changan Automobile board appointed Chen Zhuo and Di Zhirui as company vice presidents. Chen Zhuo, born in 1984, is currently the president of Avatr