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金融通讯社头条流。当前接 FinancialJuice,可扩展 Bloomberg / Reuters。
200 in window 7d
· SEEKINGALPHA_RSS 2228 · FJ 1733 · WSJ 1088 · SA_NEWS 902 · SA_PRESS_RELEASE 469 · SA_ARTICLE 134
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author:SA Transcripts
469
geopolitics
465
macro
216
earnings
213
section:markets
195
section:politics
170
section:business
165
trump
162
section:tech
141
section:economy
119
section:world
119
fed
87
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62
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23
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6h
FJ
macro
Fed's Daly: Don't see mass unemployment or displacement from AI.
6h
FJ
macro
Fed's Daly: Don't see mass unemployment or displacement from AI.
9h
FJ
earnings
macro
US Chicago PMI Actual 62.7 (Forecast 50.3, Previous 49.2)
9h
FJ
macro
Fed's Paulson: I don't see structural changes in inflation, instead, it's been a series of shocks.
9h
FJ
macro
Fed's Paulson: Current Fed policy is helping temper higher inflation.
9h
FJ
macro
Fed's Paulson: Long-run inflation expectations are in a good place
10h
FJ
macro
Fed's Paulson: The pace of economic activity is not adding materially to inflation pressures
10h
FJ
macro
Fed's Paulson: Inflation is too high due to multiple forces
10h
FJ
macro
Fed's Paulson: Inflation is too high, and was too high even before the war started.
10h
FJ
macro
Fed's Paulson: Inflation pressures are weighing on the economy
10h
FJ
macro
Fed's Bowman: Progress on lowering inflation has stalled.
10h
FJ
macro
Fed's Bowman: The longer the Middle East war goes on, the greater the risks to inflation
10h
FJ
macro
Fed's Bowman: Extended energy shock would pressure inflation later this year.
10h
FJ
macro
Fed's Bowman: The Fed's current 'moderately restrictive’ policy aimed at aiding jobs and lowering inflation
10h
FJ
earnings
macro
Fed's Bowman: I would consider shift in policy outlook if war-driven inflation broadens.
10h
FJ
earnings
macro
Canadian GDP MoM Actual -0.1% (Forecast 0%, Previous 0.2%)
10h
FJ
earnings
macro
Canadian GDP QoQ Actual 0.0% (Forecast -, Previous -0.2%)
10h
FJ
earnings
macro
Canadian GDP MoM Actual -0.1% (Forecast 0%, Previous 0.2%)
10h
FJ
earnings
macro
Canadian GDP QoQ Annualized Actual -0.1% (Forecast 1.5%, Previous -0.6%)
10h
FJ
earnings
macro
Canadian GDP QoQ Actual 0.0% (Forecast -, Previous -0.2%)
10h
FJ
earnings
macro
Canadian GDP QoQ Annualized Actual -0.1% (Forecast 1.5%, Previous -0.6%)
11h
FJ
earnings
macro
German CPI YoY Prelim Actual 2.6% (Forecast 2.9%, Previous 2.90%)
11h
FJ
earnings
macro
German CPI YoY Prelim Actual 2.6% (Forecast 2.9%, Previous 2.90%)
11h
FJ
earnings
macro
German CPI MoM Prelim Actual -0.2% (Forecast 0.1%, Previous 0.60%)
11h
FJ
earnings
macro
German CPI MoM Prelim Actual -0.2% (Forecast 0.1%, Previous 0.60%)
12h
FJ
macro
Fed's Schmid: Main focus is on getting inflation back to 2% target
12h
FJ
macro
Fed's Schmid: Main focus is on getting inflation back to 2% target
12h
FJ
macro
Fed's Schmid: Fed must signal commitment to lowering inflation
12h
FJ
macro
Fed's Schmid: Fed must signal commitment to lowering inflation
12h
FJ
macro
Fed's Schmid: My primary concern is inflation, which is ‘too hot’
12h
FJ
macro
Fed's Schmid: My primary concern is inflation, which is ‘too hot’
12h
FJ
macro
Fed's Schmid: I place little stock in believing recent inflation jump is transitory
12h
FJ
macro
Fed's Schmid: I place little stock in believing recent inflation jump is transitory
13h
FJ
earnings
macro
Italian GDP Final YoY Actual 0.8% (Forecast 0.7%, Previous 0.7%)
13h
FJ
earnings
macro
Italian GDP Final QoQ Actual 0.3% (Forecast 0.2%, Previous 0.2%)
13h
FJ
macro
BoE'S Bailey: Legacy of 2022 affecting inflation expectations
13h
FJ
macro
BoE Gov. Bailey: Higher inflation expectations are not coming through in wage expectations and settlements.
14h
FJ
macro
BoE Gov. Bailey: There is a case for tolerating temporarily above target inflation
14h
FJ
macro
BoE Gov. Bailey: Protracted indirect effects could keep CPI above target
14h
FJ
geopolitics
macro
BoE's Bailey: Softness in the economy and uncertainty around the Iran war shock means tolerating temporarily above target inflation is an appropriate way to approach the policy trade-off
14h
FJ
macro
BoE Gov. Bailey: We have to monitor the situation in the Middle East and how it affects the UK economy and inflation very closely and adjust policy as required
14h
FJ
earnings
macro
Italian CPI YoY Prelim Actual 3.2% (Forecast 3.1%, Previous 2.7%)
14h
FJ
earnings
macro
Italian CPI MoM Prelim Actual 0.4% (Forecast 0.1%, Previous 1.1%)
15h
FJ
earnings
macro
Saxony CPI MoM Actual -0.1% (Forecast -, Previous 0.6%)
15h
FJ
earnings
macro
Saxony CPI YoY Actual 2.8% (Forecast -, Previous 2.9%)
15h
FJ
geopolitics
macro
Taiwan forecasts 2026 GDP growth of 9.64%, up from previous 7.71% estimate
15h
FJ
geopolitics
macro
Taiwan projects 2026 CPI increase of 1.93%, up from prior estimate of 1.68%
15h
FJ
geopolitics
macro
Taiwan revises Q1 GDP growth to 14.55% y/y from preliminary 13.69%
15h
FJ
macro
German state North Rhine-Westphalia may CPI falls 0.2% m/m vs April 0.4% m/m: state statistics office
15h
FJ
earnings
macro
North Rhine CPI MoM Actual -0.2% (Forecast -, Previous 0.4%)
15h
FJ
macro
German state of NRW May CPI at 2.4% y/y (vs 2.7% y/y in April): state statistics office
15h
FJ
earnings
macro
North-Rhine CPI YoY Actual 2.4% (Forecast -, Previous 2.7%)
15h
FJ
earnings
macro
Italian Unemployment Rate Actual 5.1% (Forecast 5.3%, Previous 5.2%)
15h
FJ
earnings
macro
Bavaria CPI YoY Actual 2.6% (Forecast -, Previous 2.9%)
15h
FJ
earnings
macro
Bavaria CPI MoM Actual -0.2% (Forecast -, Previous 0.5%)
15h
FJ
earnings
macro
German Unemployment Total NSA Actual 2.950M (Forecast -, Previous 3.008M)
15h
FJ
earnings
macro
German Unemployment Total SA Actual 2.987M (Forecast -, Previous 3.006M)
15h
FJ
earnings
macro
German Unemployment Change SA Actual -12k (Forecast 10k, Previous 20k)
15h
FJ
earnings
macro
German Unemployment Rate Actual 6.3% (Forecast 6.4%, Previous 6.4%)
16h
FJ
earnings
macro
Spanish CPI MoM Flash Actual 0.1% (Forecast 0.2%, Previous 0.40%)
16h
FJ
earnings
macro
Spanish CPI YoY Flash Actual 3.2% (Forecast 3.3%, Previous 3.2%)
16h
FJ
macro
France Fin. Min. Lescure: French inflation is limited and contained overall
16h
FJ
macro
France Fin. Min. Lescure: There is no need to be alarmed about French GDP
16h
FJ
macro
France Fin. Min. Lescure: French government remains vigilant after Q1 GDP contraction
16h
FJ
earnings
macro
French Non-Farm Payrolls Revised Actual 0.0% (Forecast -, Previous -0.1%)
16h
FJ
earnings
macro
French CPI YoY NSA Prelim Actual 2.4% (Forecast 2.5%, Previous 2.2%)
16h
FJ
earnings
macro
French CPI MoM NSA Prelim Actual 0.1% (Forecast 0.2%, Previous 1.0%)
16h
FJ
earnings
macro
French GDP QoQ Final Actual -0.1% (Forecast 0%, Previous 0.0%)
17h
FJ
earnings
geopolitics
macro
Fed's Kashkari: Iran war is clouding inflation outlook
17h
FJ
earnings
macro
Swedish GDP Revised YoY Actual 2.0% (Forecast -, Previous 1.6%)
17h
FJ
earnings
macro
Swedish GDP Revised QoQ Actual -0.2% (Forecast -, Previous -0.2%)
17h
FJ
earnings
macro
Norwegian Unemployment Rate NSA Actual 1.9% (Forecast -, Previous 2.1%)
18h
FJ
earnings
macro
Japanese Consumer Confidence Actual 33.6 (Forecast 32.4, Previous 32.2)
23h
FJ
macro
Tokyo region may record lowest core CPI growth since September 2023
23h
FJ
macro
Tokyo region may record lowest core CPI growth since September 2023
23h
FJ
earnings
macro
Japanese Large Scale Retail Sales YoY Actual 2% (Forecast -, Previous 2%)
23h
FJ
earnings
macro
Japanese Large Scale Retail Sales YoY Actual 2% (Forecast -, Previous 2%)
23h
FJ
macro
Japan April seasonally adjusted CPI rises 2.7%, government says
23h
FJ
macro
Japan April seasonally adjusted CPI rises 2.7%, government says
23h
FJ
macro
Tokyo region may CPI excluding fresh energy prices rises 1.6% year on year: govt.
23h
FJ
macro
Tokyo region may CPI excluding fresh energy prices rises 1.6% year on year: govt.
23h
FJ
macro
Tokyo area inflation may overreach: CPI +1.4% year/year, government
23h
FJ
macro
Tokyo area inflation may overreach: CPI +1.4% year/year, government
23h
FJ
macro
Japan April retail sales rise 2.1% year/year: government (Poll +1.3%)
23h
FJ
macro
Japan April retail sales rise 2.1% year/year: government (Poll +1.3%)
23h
FJ
earnings
macro
Japanese Retail Sales YoY Actual 2.1% (Forecast 1.3%, Previous 1.7%)
23h
FJ
earnings
macro
Japanese Retail Sales YoY Actual 2.1% (Forecast 1.3%, Previous 1.7%)
23h
FJ
macro
Tokyo area core-core CPI rises at slowest pace since Sept 2024
23h
FJ
macro
Tokyo area core-core CPI rises at slowest pace since Sept 2024
23h
FJ
earnings
macro
Japanese Unemployment Rate Actual 2.5% (Forecast 2.7%, Previous 2.7%)
23h
FJ
earnings
macro
Tokyo CPI Overall Actual 1.4% (Forecast 1.6%, Previous 1.5%)
23h
FJ
macro
Tokyo area core inflation rises 1.4% year on year: government
23h
FJ
macro
Tokyo area core CPI rises 1.3% year/year, government: Poll projected 1.5%
23h
FJ
macro
Tokyo area core CPI excluding fresh food, energy prices rises 1.6% yr/yr: govt
23h
FJ
earnings
macro
Tokyo Core CPI YoY Actual 1.3% (Forecast 1.5%, Previous 1.5%)
23h
FJ
macro
RBNZ's Silk: No need to await quarterly CPI data to act, must adopt more forward-looking approach
23h
FJ
fed
macro
RBNZ's Silk: interest rates not needing hike yet, but inflation pressures rising soon
1d
FJ
macro
S.Korea April retail sales seasonally adjusted fall 3.6% month on month: stats office
1d
FJ
macro
ANZ-Roy Morgan New Zealand Consumer confidence index rises to 86.5 in May from 80.3 prior month
1d
FJ
macro
Fed's Barkin: Some AI-related items are showing inflationary pressure
1d
FJ
macro
Fed's Barkin: Some AI-related items are showing inflationary pressure
1d
FJ
macro
Fed's Musalem: Bond markets are seeing a resilient economy and higher expected inflation.
1d
FJ
geopolitics
macro
Canada's PM Carney: Canada is on route to spend 5% of GDP on defense, consistent with the nato schedule.
1d
FJ
macro
Fed's Musalem: Also a scenario where growth slows and inflation falls.
1d
FJ
macro
Fed's Musalem: Also a scenario where growth slows and inflation falls.
1d
FJ
macro
Fed's Musalem: Right now, risks tilted more to the inflation side.
1d
FJ
macro
Fed's Musalem: Right now, risks tilted more to the inflation side.
1d
FJ
macro
Fed's Musalem: I see risks that inflation may not converge to the target as we would like.
1d
FJ
macro
Fed's Musalem: I see risks that inflation may not converge to the target as we would like.
1d
FJ
earnings
macro
Fed's Musalem: My baseline outlook is that inflation will take longer to come back down to target.
1d
FJ
earnings
macro
Fed's Musalem: My baseline outlook is that inflation will take longer to come back down to target.
1d
FJ
macro
Fed’s Musalem: Caution Warranted as Inflation Pressures Persist
1d
FJ
macro
Fed’s Musalem: Caution Warranted as Inflation Pressures Persist
1d
FJ
macro
Fed's Williams: Persistently high inflation would call for higher rates, that is not where we are today.
1d
FJ
macro
Fed's Williams: Persistently high inflation would call for higher rates, that is not where we are today.
1d
FJ
macro
Fed's Williams: I see elevated near-term inflation expectations, but long-term is stable.
1d
FJ
macro
Fed's Williams: I see elevated near-term inflation expectations, but long-term is stable.
1d
FJ
macro
Fed's Williams: Anchoring inflation expectations is critical.
1d
FJ
macro
Fed's Williams: Anchoring inflation expectations is critical.
1d
FJ
macro
Fed's Williams: Near term, inflation around 4% and core inflation around 3%.
1d
FJ
macro
Fed's Williams: The hit to inflation is likely to peak in the next few months. Tariff impacts should peak in the next few months.
1d
FJ
macro
Fed's Williams: The Middle East war is boosting inflation, the energy surge should have a short-term impact.
1d
FJ
macro
Fed's Williams: I don't see long-term structural unemployment from AI.
1d
FJ
earnings
macro
US GDP Deflator SA Prelim Actual 3.5% (Forecast -, Previous 3.6%)
1d
FJ
macro
ECB Accounts: It was now evident that the energy price shock was not only large, but also becoming more persistent, raising the risk of it feeding through into broader inflation dynamics.
1d
FJ
macro
ECB Accounts: It was now evident that the energy price shock was not only large, but also becoming more persistent, raising the risk of it feeding through into broader inflation dynamics.
1d
FJ
macro
ECB Accounts: Upside risks to inflation and downside risks to growth had intensified.
1d
FJ
macro
ECB Accounts: Upside risks to inflation and downside risks to growth had intensified.
1d
FJ
earnings
macro
Italian PPI MoM Actual 0.3% (Forecast -, Previous 4.4%)
1d
FJ
earnings
macro
Italian PPI MoM Actual 0.3% (Forecast -, Previous 4.4%)
1d
FJ
earnings
macro
Italian PPI YoY Actual 6.8% (Forecast -, Previous 4.2%)
1d
FJ
earnings
macro
Italian PPI YoY Actual 6.8% (Forecast -, Previous 4.2%)
1d
FJ
earnings
macro
Italian Consumer Confidence Actual 93.4 (Forecast 90, Previous 90.8)
1d
FJ
earnings
macro
Italian Consumer Confidence Actual 93.4 (Forecast 90, Previous 90.8)
1d
FJ
earnings
macro
Italian Consumer Confidence Actual 93.4 (Forecast 90, Previous 90.8)
1d
FJ
earnings
macro
Spanish Retail Sales SA YoY Actual 0.8% (Forecast 3.6%, Previous 4.1%)
1d
FJ
earnings
macro
Spanish Retail Sales SA YoY Actual 0.8% (Forecast 3.6%, Previous 4.1%)
1d
FJ
earnings
macro
Spanish Retail Sales SA YoY Actual 0.8% (Forecast 3.6%, Previous 4.1%)
1d
FJ
earnings
macro
French PPI YoY Actual 2.1% (Forecast -, Previous 0.2%)
1d
FJ
earnings
macro
French PPI YoY Actual 2.1% (Forecast -, Previous 0.2%)
1d
FJ
earnings
macro
French PPI MoM Actual -2.1% (Forecast -, Previous 2.0%)
1d
FJ
earnings
macro
French PPI MoM Actual -2.1% (Forecast -, Previous 2.0%)
1d
FJ
earnings
macro
Swiss Non-Farm Payrolls Actual 5.537M (Forecast -, Previous 5.544M)
1d
FJ
earnings
macro
Swiss Non-Farm Payrolls Actual 5.537M (Forecast -, Previous 5.544M)
1d
FJ
earnings
macro
Norwegian Mainland GDP MoM Actual 0.6% (Forecast -, Previous 0.0%)
1d
FJ
earnings
macro
Norwegian Mainland GDP MoM Actual 0.6% (Forecast -, Previous 0.0%)
1d
FJ
macro
Bok Shin: policy path very clear, moving towards restrictive stance considering FX, growth, inflation
1d
FJ
macro
Fed's Goolsbee: supply disruptions, including oil shock, intensify inflation from expected future productivity growth
1d
FJ
macro
Bok Shin: Inflationary pressure is emerging
1d
FJ
macro
Energy inflation has proven more persistent than expected: Fed's Goolsbee - CNBC
1d
FJ
macro
NZ Treasury: inflation to peak at 4.0% in second quarter 2026
1d
FJ
macro
NZ forecasts 2025/26 net debt at 42.4% of GDP, down from 43.3% in HYEFU
1d
FJ
macro
NZ forecasts 2.3% GDP growth in 2026/27, hyefu estimates 3.4%
1d
FJ
fed
macro
Japan finance minister Katayama: hopes BoJ will adopt suitable monetary policy to stably, sustainably reach 2% inflation target with rising wages
1d
FJ
macro
BOK: To evaluate the rise in inflationary pressure, the positive trend in the domestic economy, and financial stability
1d
FJ
macro
Fed's Jefferson: crucial to both communicate and act so public grasps intent and commitment to 2% inflation goal
1d
FJ
macro
ECB's Lane: major insight for us from past energy shocks was non-linearity, such as very high inflation triggering various nonlinear mechanisms
1d
FJ
macro
Fed's Jefferson: energy shock a downside risk to growth, a potential inflation driver
1d
FJ
macro
Fed's Jefferson: firmly committed to restoring inflation to 2%
1d
FJ
macro
Fed's Jefferson: inflation seen easing later this year as tariff, energy impacts fade
1d
FJ
earnings
macro
Fed’s Jefferson: inflation outlook risks lean toward upside
1d
FJ
macro
Japan ruling party draft proposal: government can issue bridging bonds to fund some spending, excluded from debt-to-GDP ratio and primary balance calculations
2d
FJ
macro
RBNZ's Breman: Fully focused on achieving inflation target
2d
FJ
macro
RBNZ's Breman: Fully focused on achieving inflation target
2d
FJ
macro
RBNZ's Breman: Fully focused on achieving inflation target
2d
FJ
macro
RBNZ's Governor Breman: Committee sees inflationary pressures going forward, agrees cash rate needs to be higher going forward.
2d
FJ
macro
RBNZ's Governor Breman: Committee sees inflationary pressures going forward, agrees cash rate needs to be higher going forward.
2d
FJ
macro
RBNZ's Governor Breman: Committee sees inflationary pressures going forward, agrees cash rate needs to be higher going forward.
2d
FJ
macro
Fed's Cook: Very attuned to inflation expectations.
2d
FJ
macro
Fed's Cook: Very attuned to inflation expectations.
2d
FJ
macro
Fed's Cook: Very attuned to inflation expectations.
2d
FJ
macro
Fed's Cook: Shocks pushing up inflation should, in theory, be temporary.
2d
FJ
macro
Fed's Cook: Shocks pushing up inflation should, in theory, be temporary.
2d
FJ
macro
Fed's Cook: Even temporary shocks could push up inflation in the medium term.
2d
FJ
macro
Fed's Cook: Even temporary shocks could push up inflation in the medium term.
2d
FJ
macro
Fed's Cook: Risks are tilted toward higher inflation clearly, moving in the wrong direction.
2d
FJ
macro
Fed's Cook: Risks are tilted toward higher inflation clearly, moving in the wrong direction.
2d
FJ
macro
US Treasury Secretary Bessent: Real GDP has risen 2.7% over the past four quarters.
2d
FJ
macro
ECB's de Guindos: Inflation expectations are well anchored
2d
FJ
earnings
macro
French Consumer Confidence Actual 82 (Forecast 83, Previous 84)
2d
FJ
macro
Fed's Kashkari: Concern over global inflation working its way into bond market.
2d
FJ
macro
Fed's Kashkari: Most of the US data released since my dissent in April has shown inflationary risks are higher, not lower.
2d
FJ
macro
Fed's Kashkari: Inflationary shockwave sent across the globe from Middle East war could persist
2d
FJ
earnings
macro
Australian CPI Trimmed Mean YoY Actual 3.4% (Forecast 3.4%, Previous 3.3%)
2d
FJ
earnings
macro
Australian CPI Trimmed Mean YoY Actual 3.4% (Forecast 3.4%, Previous 3.3%)
2d
FJ
earnings
macro
Australian CPI YoY NSA Actual 4.2% (Forecast 4.4%, Previous 4.6%)
2d
FJ
earnings
macro
Australian CPI YoY NSA Actual 4.2% (Forecast 4.4%, Previous 4.6%)
2d
FJ
macro
BoJ governor Ueda: energy shock since 2021 helped shift Japan from deflation but not into 1970s-style inflation spiral
2d
FJ
macro
BoJ governor Ueda: energy shock since 2021 helped shift Japan from deflation but not into 1970s-style inflation spiral
2d
FJ
macro
BoJ Governor Ueda: Japan's experience with oil shocks shows they are tests of the entire inflation framework, not just oil price shocks
2d
FJ
macro
BoJ Governor Ueda: Japan's experience with oil shocks shows they are tests of the entire inflation framework, not just oil price shocks
2d
FJ
macro
BoJ Governor Ueda: dividing line between temporary and persistent inflation isn’t fixed
2d
FJ
macro
BoJ Governor Ueda: dividing line between temporary and persistent inflation isn’t fixed
2d
FJ
macro
BoJ Governor Ueda: Low expectations and stagnant wages may keep underlying inflation down despite large cost shock
2d
FJ
macro
BoJ Governor Ueda: Low expectations and stagnant wages may keep underlying inflation down despite large cost shock
2d
FJ
macro
BoJ Governor Ueda: High inflation expectations and rising wages increase risk of second-round effects
2d
FJ
macro
BoJ Governor Ueda: High inflation expectations and rising wages increase risk of second-round effects
2d
FJ
earnings
macro
Japanese Service PPI Actual 3% (Forecast 3.3%, Previous 3.1%)
2d
FJ
earnings
macro
Japanese Service PPI Actual 3% (Forecast 3.3%, Previous 3.1%)
3d
FJ
earnings
macro
US CB Consumer Confidence Actual 93.1 (Forecast 92, Previous 92.8)