【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。
Inflation fears are back in focus amid worries over escalating tensions between the U.S. and Iran in the Middle East conflict which has kept oil prices elevated
TODAY · 12 STORIES
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 00:00ET 2026-07-21 12:00Cloud hourly refresh
【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
【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.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stay with the AI trade and overweight technology stocks, according to one earnings expert.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Poland stocks higher at close of trade; WIG30 up 1.62%
【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。
U.S. Treasury yields were higher across the curve on Tuesday as investors mapped escalating tensions across the Middle East.
【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.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stocktwits’ Howard Lindzon talks to MarketWatch about sidestepping a chip selloff, where he sees opportunity and the “degenerate economy.”
【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。
Mortgage and refinance interest rates today, Tuesday, July 21, 2026: Inching lower
【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。
Airbus stock jumps on new mid-term outlook and buyback plan