【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。
Investors are increasingly readying for the Federal Reserve to hike interest rates in September.
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中国资产、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 update2026-07-24 16:00ET 2026-07-24 04:00Cloud hourly refresh
【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 climbed on Wednesday, following oil prices higher, as traders also reacted to a slump in weekly claims for unemployment insurance.
【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。
This is the first rise in core inflation since March, and was in line with the1.6% growth expected by economists polled by Reuters.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
After staying flat as the U.S.-Iran war heated up again, equities tumbled on Thursday after oil prices crossed $100 per barrel.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Trump would be nearly certain to veto any measure to curtail his ability to wage war with Iran.
【中国】中国资产定价受政策、人民币和增长预期共同影响，A/H 股联动需要关注。
CXMT is stoking fears that its blockbuster stock market debut could pull cash from China's equities.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As inflation continues to squeeze household budgets, parents and students are on a mission to find back-to-school bargains.
【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 prices rose after attacks on ships in the Red Sea, and U.S. President Donald Trump's threatened to bomb Iranian infrastructure.
【外汇】美元和主要货币等待利率信号，外汇市场波动可能放大。
European shares steady as markets assess earnings, Middle East tensions
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Argan stock surging today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Securitas stock plunging today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Almirall stock rallying today?