【宏观】美联储利率路径再成焦点，交易员重新评估降息与加息风险。
Gold prices today, Tuesday, July 21, 2026: Gold hovers above $4,000 ahead of next week’s Fed meeting
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利率路径、股市风险偏好、油价与通胀是当前市场主线；重点看美联储信号、收益率变化和跨资产联动。
Last update2026-07-22 03:00ET 2026-07-21 15:00Cloud hourly refresh
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Software stocks and loans have started to find their footing in July, suggesting it may be time for investors to forgive and forget.
【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
Comments from JPMorgan Chase CEO Jamie Dimon contrast with investors' recent willingness to look past wars, tariffs and other shocks.
【商品】油价变化继续影响通胀预期，能源和周期资产重新定价。
The Houthis escalated threats on Tuesday, risking millions of barrels of Saudi oil that had been reaching energy markets despite the U.S.-Iran war.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Active stock pickers almost always lose against the broad market. They can’t beat simple math.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Investors and economists are deliberating what the latest exchange in hostilities will mean for the broader economy.
【商品】油价变化继续影响通胀预期，能源和周期资产重新定价。
The Iran war isn’t causing your energy bill to soar. Blame Wall Street for that.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Nasdaq rises more than 1% as chip stocks extend rebound from bear market territory
【港股】香港市场成为亚洲风险偏好观察窗口，恒指、科技股和南向资金值得跟踪。
Hong Kong police arrested 991 people and discovered betting records amounting to HK$365 million (US$46.5 million) during a crackdown on illegal gambling during the Wor...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
SanDisk, Arm among market cap stock movers on Tuesday
【商品】油价变化继续影响通胀预期，能源和周期资产重新定价。
Oil inventories highlight Wednesday’s economic calendar
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Senate Democrat calls for probe of US derivatives regulator’s staff cuts