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宏观

Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays

宏观新闻:Panumre Liberum argue that copper offers gold’s inflation protection, plus an industrial-backed demand growth story, as well as a relative immunity to movements in interest rates. 相关标的:SPY, QQQ, GLD。

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

宏观

The Bessent bond-market scorecard doesn’t look as strong as it once did

宏观新闻:Since President Donald Trump’s inauguration U.S Treasury securities have underperformed all major government bond indices with the exception of Japan. 相关标的:SPY, QQQ。

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

宏观

I looked into buying a house in Singapore as an investment. Here’s why I didn’t — despite the 2% mortgage rate.

宏观新闻:Home-loan interest rates in Singapore are less than 2%, while in Japan they’re around 1% or even lower. That’s in stark contrast to mortgage rates in America and Australia, which a... 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

宏观

The size of the American workforce has fallen by over 1 million people in the past year. Here’s what’s going on.

宏观新闻:The share of Americans who are working or looking for a job hasn’t been this low since the pandemic, according to a July jobs report full of gut punches. 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

宏观

Trump is trying to fire Lisa Cook again. He still wants to stack the Fed with his allies.

宏观新闻:Two months after he was blocked by the Supreme Court, President Donald Trump has resumed his effort to oust Federal Reserve governor Lisa Cook as part of an effort to stack the cen... 相关标的:SPY, QQQ。

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

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