Finance · 07/24/2025

This article provides an in-depth analysis of the internal disagreements within the Federal Reserve regarding interest rate cuts and their market impacts. San Francisco Fed President Daly favors a cut in the fall, while Waller supports a July cut. Goolsbee emphasizes the risk of inflation due to Trump's high tariffs. The market reacts sharply, with Taiwan's stocks suffering. Investors should adjust their strategies in response to economic data and market trends.

Finance · 06/04/2025

The US snack market faces challenges due to tariff uncertainty, inflation, and declining consumer confidence, impacting the performance of large food companies. Consumers are reducing non-essential spending, while holiday economics and weather factors present opportunities. Companies need to adapt to market changes through product innovation, supply chain optimization, and targeted marketing, reshaping the value proposition of snacks. These strategies are crucial for navigating the economic headwinds and maintaining competitiveness in a shifting consumer landscape.

Finance · 04/30/2025

HSBC significantly lowered its year-end S&P 500 target, reflecting concerns about tariff policies and slowing economic growth. Investors should pay close attention to key data points such as GDP, inflation, corporate earnings, and port freight volume. A defensive investment approach is recommended, with timely adjustments based on data analysis to navigate market volatility. This proactive strategy aims to mitigate potential losses associated with the aforementioned economic headwinds and tariff-related uncertainties.

Finance · 07/24/2025

New housing start data serves as a leading indicator of the U.S. economic condition, impacting various sectors such as real estate and banking. It is measured through building permits, the number of starts, and housing completions. Housing starts are significantly affected by interest rate fluctuations; low rates encourage home buying, while high rates dampen consumption. Recent data shows an increase in housing starts, and the future outlook for investment and the economy is closely tied to inflation control.

Finance · 05/26/2025

The U.S. Treasury has decided to gradually halt the production of the one-cent coin, as its manufacturing cost has reached four times its face value, leading to financial losses. With rising inflation, the actual market value of this coin is nearly zero. Additionally, discussions among nations regarding the production and elimination of low-denomination coins reflect trends towards digital payments and potential impacts on low-income populations. While the Treasury has the authority to make this

Finance · 07/22/2025

This article delves into the Federal Reserve's FOMC meeting and its expectations for a rate cut by June 2025. The FOMC is a crucial decision-making body of the Federal Reserve, responsible for setting monetary policy and influencing both domestic and international markets. Recent data indicates that amid a slowing economic growth and rising inflation, the Federal Reserve may implement two rate cuts. Furthermore, the release of the meeting schedule and economic forecast summary provides essential information support for investors, warranting close attention.

Finance · 12/14/2023

This article explores the recent surge in the yield of U.S. long-term government bonds, its causes, and global implications. The rise in long-term interest rates is a direct response of the market to changing expectations about the future economy, affecting global asset pricing, capital flows, and exchange rates. By analyzing the difference between nominal and real yields, we gain insight into market expectations for the economy and inflation. This trend may have profound effects on the international financial environment in the future.