U.S., MEXICO RACE FOR TRADE DEAL BEFORE MIDTERMS The U.S. and Mexico are pushing for an interim bilateral trade deal before the November elections, Reuters reports, after negotiations with Canada collapsed. Mexico is seeking relief from 50% steel tariffs and 25% auto tariffs,
5% TREASURY YIELD SEEN AS KEY STOCK-MARKET DANGER ZONE With the 10-year Treasury yield above 4.96%, a Bloomberg survey shows investors increasingly see 5%-5.25% as the level that could trigger a 10% S&P 500 correction. Still, more than two-thirds said the speed of the yield
BofA WARNS “BLASÉ” MARKETS SET FOR HIGHER VOLATILITY U.S. equity funds have seen $14.2 billion of outflows in three weeks, the largest since January, according to BofA. With Treasury yields surging, oil above $100 and diesel at record highs, BofA warns investor complacency and
WALL STREET HIKES OIL FORECASTS AS GULF DISRUPTIONS PERSIST Major banks are raising Brent forecasts as prolonged Middle East shipping disruptions tighten global oil supply. HSBC sees Brent averaging $90 in 2026, while Goldman warns prices could exceed $120 if Gulf output
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*法国将 2026 年 GDP 增长预测下调至 0.5%,预计 2027 年增长 1%
*FRANCE CUTS 2026 GDP GROWTH FORECAST TO 0.5%, SEES +1% IN 2027
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YEMENI GOVERNMENT FORCES WITHDRAW FROM PERIM ISLAND IN BAB EL-MANDEB STRAIT - TWO YEMENI GOVERMENTAL SOURCES
WALL STREET SEES 4%-5% TREASURY YIELDS AS NEW NORMAL Treasury yields are reaching levels unseen since 2008, as markets increasingly bet the Fed’s next move will be a hike. Bloomberg Economics argues the shift is structural: rising government debt, weaker global savings, higher
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胡塞武装沿着曼德海峡到达也门港口城市杜巴卜——两个也门政府消息来源
HOUTHIS REACHED YEMENI PORT CITY OF DHUBAB, ALONG BAB EL-MANDEB STRAIT- TWO YEMENI GOVERNMENTAL SOURCES
GULF STATES WEIGH TALKS WITH IRAN OVER HORMUZ Gulf states are considering rare talks with Iran next week over the future of the Strait of Hormuz, with Oman seeking a meeting of GCC and Iranian foreign ministers. The talks could focus on restoring maritime traffic through the
U.S. DIESEL SURGES ABOVE $6, INFLATION RISK BUILDS U.S. diesel prices hit a record $6.06 a gallon, with California approaching $8, as global supply disruptions tighten the market. With diesel crucial to shipping, agriculture and construction, higher costs risk feeding directly
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*美国平均零售柴油价格升至每加仑 6 美元以上:AAA
*US AVERAGE RETAIL DIESEL PRICE RISES PAST $6 A GALLON: AAA
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中国外交部就人为指责中国人工智能实验室针对克劳德:坚决反对针对中国的“歪曲事实”和抹黑攻击
CHINA FOREIGN MINISTRY, ON ANTHROPIC ACCUSING CHINA AI LABS OF TARGETING CLAUDE: WE FIRMLY OPPOSE 'DISTORTION OF FACTS' AND SMEAR ATTACKS AGAINST CHINA
FRANCE DEBT CANCELLATION PLAN SLAMMED AS “DANGEROUS” Bank of France chief Emmanuel Moulin warned that Jean-Luc Mélenchon’s proposal to cancel 18% of France’s national debt would amount to a default, calling it “illegal, dangerous and useless.” Moulin warned the plan could fuel
IRAN, PAKISTAN DISCUSS PATH BACK TO TALKS Iranian Foreign Minister Abbas Araqchi and Pakistan’s army chief Asim Munir discussed efforts to de-escalate the U.S.-Iran conflict, a Pakistani security official told Reuters. The talks also covered a potential return to diplomacy and
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据Axios援引美国官员的话说,据报道,特朗普拒绝了MBS要求打击HOUTHIS沙特王储穆罕默德·本·萨勒曼( Mohammed bin Salman )的要求,要求特朗普总统对Houthis发动空袭。据报道,特朗普拒绝了,因为华盛顿试图避免直接参与。
TRUMP REPORTEDLY REJECTS MBS REQUEST TO STRIKE HOUTHIS Saudi Crown Prince Mohammed bin Salman asked President Trump to launch airstrikes against the Houthis, according to Axios, citing U.S. officials. Trump reportedly refused, as Washington seeks to avoid direct involvement,
TRUMP DISMISSES AI EXTINCTION FEARS President Donald Trump says he has “no” concerns that AI could lead to human extinction, arguing the priority is ensuring the U.S. maintains its technological lead over China. Trump estimates America is roughly one year ahead of China in AI,
TRUMP SAYS IRAN WAR TO END AFTER MIDTERMS President Donald Trump reiterated that he expects the war with Iran to end “right after” the midterm elections, saying Tehran is “in deep trouble.” Trump also claimed Iran’s missile stockpile has been largely wiped out, while
TRUMP SUGGESTS ELECTION MAY LIMIT IRAN ESCALATION President Donald Trump said the upcoming election could influence whether the U.S. goes “fully” into Iran, while insisting he has no regrets over the conflict. Trump also claimed the U.S. controls the Strait of Hormuz and said
APPLE’S $1,999 FOLDABLE FACES DEMAND TEST Apple’s new iPhone Duo starts at $1,999, but analysts question whether its appeal can extend beyond wealthy early adopters. Counterpoint still expects Apple to sell nearly 6 million units by year-end, potentially capturing 25% of the
U.S. DIESEL BREAKS $6 FOR FIRST TIME EVER The U.S. average diesel price surpassed $6 a gallon for the first time, according to GasBuddy, up nearly 60% since the Iran war began. Supply remains extremely tight, with U.S. diesel inventories 13% below their five-year average, while
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*特朗普:也许我不会因为选举而全面进入伊朗
*TRUMP: MAYBE I DON'T GO FULL INTO IRAN BECAUSE OF ELECTION
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昨晚的大会——座无虚席!唐纳德·J·特朗普总统
Last night at the Convention — A packed house! President DONALD J. TRUMP