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Russia’s presidential website said late on the 3rd that President Putin said Russia must continue large-scale strikes on the Ukrainian military-industrial complex and related facilities. He inspected an auxiliary command post of combined Russian forc

2026-07-04

Russia’s presidential website said late on the 3rd that President Putin said Russia must continue large-scale strikes on the Ukrainian military-industrial complex and related facilities. He inspected an auxiliary command post of combined Russian forces and held a military meeting with the head of the General Staff and unit commanders to review the current situation and recent combat in the area of the special military operation.

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2026-07-03

International 1. Fitch: The Fed need not worry about employment; oil prices help cool inflation. 2. Citi: Oil prices may fall to $60 per barrel as the Strait of Hormuz crisis subsides. 3. Citi: Aluminum prices have bottomed out in the short term a

International 1. Fitch: The Fed need not worry about employment; oil prices help cool inflation. 2. Citi: Oil prices may fall to $60 per barrel as the Strait of Hormuz crisis subsides. 3. Citi: Aluminum prices have bottomed out in the short term and are expected to rebound to $3,500 by the end of the year. 4. Barclays: The Japanese government bond yield curve is steepening amid multiple headwinds. 5. OCBC Bank: Gold is expected to remain an effective target for asset diversification in the medium term. 6. National Australia Bank: The Reserve Bank of Australia is expected to cut interest rates in 2027; the outlook for the Australian dollar is bleak. Domestic 1. CICC: Cooling non-farm payrolls support the Fed's decision not to raise or cut interest rates. 2. CICC: The US dollar index may return to a weak fluctuation range. 3. Everbright Securities: Meta computing power leasing is a resource optimization method and does not change the medium- to long-term expansion plan. 4. CITIC Securities: The global semiconductor equipment market size is expected to double in 2028 compared to 2025. 5. CITIC Securities: Focus on the growth rate of domestic companies in powder materials and fluorinated polymer materials, and the opportunity presented by accelerated import substitution. 6. CITIC Securities: The domestic computing power theme is clear, and leading companies' performance is expected to accelerate. 7. CITIC Securities: There is still room for downward revision of US market interest rate hike expectations. 8. CITIC Securities: Supply and demand resonate with technology; now is the time for a revaluation of rare earth values.
2026-07-03

Israel Defense Forces said it struck about 10 Hezbollah infrastructure targets in southern Lebanon, including a truck used to transport weapons.

Israel Defense Forces said it struck about 10 Hezbollah infrastructure targets in southern Lebanon, including a truck used to transport weapons.
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