Fed Forecasts: No Cuts or Three Cuts in 2025?
今年还有剩下四次FOMC会议：7月，9月，10月和12月。 It is very unlikely that the FOMC will cut rates next week, but there are very different views on the rest of 2025.First, from BofA: With the u-rate rising more gradually in our new forecast and core PCE inflation likely to reach 3% over the summer, we don't think the F
ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 decreased 82.08 points or -0.21% to 39,819.11 • Shanghai increased 17.66 points or 0.50% to 3,534.48 • Hang Seng increased 326.71 points or 1.33% to 24,825.66 • ASX 200 increased 118.20 points or 1.37% to 8,757.20•Sensex降低了501.5
▼研究人员的眼睛☆背景是改变对金融部门气候变化反应的意识的背景以及建立倡议 - 金融机构中脱碳的趋势 - 基于“ SDG疲劳”的气氛，真正的可持续性 - 日本，欧洲之间的空白，美国和欧洲之间的空白，这是“搜索数据”的更多信息。 2025) - Even with high prices, consumption for fun such as travel, leisure, and digital is strong ☆Privacy rights on the Internet - Deleting posts and compensation for damages -----▼Basi
▼基础研究所报告 *我们已经精心挑选了2024年发布的报告（一些新出版物已发布）。 Nissei基础研究所报告2025（第69卷）-----▼研究人员的眼睛☆低收入妻子会继续提供收入补偿或鼓励他们重建生活吗？ - 考虑到常规饮食会议修订的“年收入障碍”和“幸存者的养老金” - ☆由于全球股票增加，流入会减慢吗？ - Investors Trading Trends in Japanese Stock Market: An Analysis for June 2025 ☆Trends in sales by investment division (June 2025) - Foreign i
July ICE Mortgage Monitor: Home Prices Continue to Cool, Early Signs of Homeowner Risk Emerge
今天，在房地产新闻通讯中：七月冰抵押贷款监控器：房价继续冷却，房主风险的早期迹象摘录摘录：房屋价格的增长持续降低，根据ICE房价指数（HPI），房价的同比同比同比。 ICE HPI是重复的销售指数。 ICE报告了重复销售的中位价格变化。该指数在5月份同比增长1.6％，低于4月份的2.0％。 The early look at the June HPI shows a 1.3% YoY increase.• Mortgage rates in the high 6% range and growing inventory across the country continue to cool h
ユーロ圏失業率（2025年5月）－失業率はやや上昇したが、依然低位安定
On July 2, the European Commission's Statistics Office (Eurostat) announced the unemployment rate in the eurozone, with the results as follows: [Eurozone unemployment rate (20 countries, May 2025, seasonally adjusted)] - Unemployment rate rose 6.3%, up from the market forecast of 1 (6.2%) and rose f
Productivity Gains From Using AI
生产力从使用AIAS AI工具从越来越多地整合（甚至在某些情况下），甚至是规定的 - 在专业工作流程中，他们对生产力的实际影响越来越明显。该图表通过视觉资本家的Niccolo Conte，比较了美国成人的平均时间，将其平均时间与成年人的平均时间进行比较，并在未经启用的情况下进行响应，并在12月20日使用ai的范围内进行了调查。 and the World Bank.Generative AI Improves Productivity by Over 60%Across all tasks, using generative AI reduced the average time taken
ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 increased 336.60 points or 0.84% to 40,487.39 • Shanghai increased 20.20 points or 0.59% to 3,444.43 • Hang Seng decreased 211.87 points or -0.87% to 24,072.28 • ASX 200 increased 28.10 points or 0.33% to 8,542.30•Sensex下降452.44
雇用関連統計25年5月－新規求人倍率は3年6ヵ月ぶりの低水準も、労働市場全体の需給を反映せず
根据内部事务和通讯部在6月27日发布的劳动力调查中，2013年5月的失业率为2.5％，比上个月的统一利率（快速总和预测：2.5％：2.5％，我们的预测为2.6％）。虽然劳动力人口比上个月增加了290,000，但工人人数比上个月增加了330,000，而失业者的数量从上个月开始减少了40,000，增加到了172万次（两者均经过季节性调整）。在截至4月之前的三个月中，劳动力和工人人数分别下降了220,000和230,000，但在5月，他们能够一次恢复所有这些。员工人数（季节性调整）达到了创纪录的6837万。受雇人数连续34个月增加了720，000年前（4月：460,000）。通过性别，男性连续第三个
ASIA: The major Asian stock markets had mixed day today: • NIKKEI 225 decreased 49.14 points or -0.13% to 38,354.09 • Shanghai increased 21.69 points or 0.65% to 3,381.58 • Hang Seng increased 158.65 points or 0.67% to 23,689.13 • ASX 200 decreased 30.60 points or -0.36% to 8,474.90•Sensex下降了511.38点
▼研究人员的眼睛☆内部税收法规第899条（草案） - 如果它不以炸玉米饼结束，它也会影响日本吗？ ☆将特朗普的关税视为选择 - 探索有关影响和反应的提示。 corporation manufacturing industries is expected to fall 4 points, and capital investment plans are also restrained -----▼Fundamental Research Institute Report ☆ Career vision of office workers - Changes in career orientat
米住宅着工・許可件数（25年5月）－着工件数はコロナ禍で落ち込んだ20年５月以来の水準に減少
6月18日，美国人口普查局宣布了5月的住房建设数量和许可证的数量。 The number of housing construction starts (seasonally adjusted, annual rate) was significantly lower than the market forecast of 1.350,000 cases (seasonally adjusted, annual rate) in the previous month, which was revised upward from 1.392,000 cases, to 1.361,000 cas
UBS Pinpoints When 'Bicentennial Man' Becomes Reality For Your Living Room
ubs精确指出时，当“双百年男子”成为现实的客房分析师今天早些时候发表了一张笔记，这是一个令人着迷的时间表，直接来自科幻：人形机器人的兴起。由人工智能，硬件成本下降，全球劳动力老龄化和劳动力短缺的支持，人形生物预计到2035年将在全球范围内达到200万单位，到2050年将超过3亿美元，从而释放了1.7万亿美元的市场。分析师确定了这些机器人开始进入房屋时的主要拐点 - 所谓的“ EV时刻”。由菲利斯·王（Phyllis Wang）领导的分析师在一份笔记中写道。 Wang continued, "Our interactive model places industrial sectors as
Does Labour’s spending review signal a return to austerity?
Rachel Reeves is increasing overall budgets after deep Tory cuts, but some departments face bigger spending cuts than othersRachel Reeves usually avoids any mention of the word “austerity” in connection with her fiscal policies, but on Wednesday, she decided to tackle the argument head on.“In this s
UK economy shrank by 0.3% in April, biggest fall since October 2023, as trade with the US slumped.. but FTSE 100 ends at new record closeFull story: UK economy shrinks by 0.3% as as exports hit by Trump trade warNicholas Hyett, Investment Manager at Wealth Club, blames “a cocktail of headwinds to gr
ロシアの物価状況（25年5月）－インフレ圧力の軽減傾向が継続
On June 12, the Statistics Bureau of the Russian Federation published the consumer price index, with the results as follows: [Common Index (May 2025)] - 9.88% from the same month last year, slightly upwards from the market forecast 1 (9.80%), falling from the previous month (10.23%) (Figure 1) - 0.4
YoY Measures of Inflation: Services, Goods and Shelter
这里有一些通货膨胀的措施：第一张图是鲍威尔两年前提到的一位美联储主席，当时服务的庇护所减少了少年同比增长8％。这幅度下降了，现在增长了3.5％。图表以获取更大的图像。该图显示服务和服务的价格变化更少在2025年5月到2025年。截至2025年5月，Services的价格上涨了3.7％，截至2025年5月，您的庇护所增长了3.7％，从4月份的3.7％的租金租金较小的租金较少的租金上涨了3.5％的价格，即在4.3％的3.3％yoy中，这是3.3％的3.3％。 in 2020 and accelerated in 2021 due to both strong demand and supply c
ユーロ圏失業率（2025年4月）－失業率は6％台前半の低水準で安定
On June 3, the European Commission's Statistics Office (Eurostat) announced the unemployment rate in the eurozone, with the results as follows: [Eurozone unemployment rate (20 countries, April 2025, seasonally adjusted)] - Unemployment rate was 6.2%, coinciding with market forecast 1 (6.2%), falling
