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Australia's PPI rose 1.3% quarter-on-quarter in the second quarter, compared with 0.40% in the previous quarter.

2026-07-31

Australia's PPI rose 1.3% quarter-on-quarter in the second quarter, compared with 0.40% in the previous quarter.

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2026-07-31

Apple (AAPL.O) CFO: Without tariff refunds, gross margin would be at the midpoint of the guidance range.

Apple (AAPL.O) CFO: Without tariff refunds, gross margin would be at the midpoint of the guidance range.
2026-07-31

International 1. Citigroup: Warsh's focus on broader inflation indicators may reduce the likelihood of a near-term rate hike. 2. ABN AMRO: The ECB is unlikely to raise interest rates above 2.50%, uncertainty remains. 3. Daiwa Securities: Any inter

International 1. Citigroup: Warsh's focus on broader inflation indicators may reduce the likelihood of a near-term rate hike. 2. ABN AMRO: The ECB is unlikely to raise interest rates above 2.50%, uncertainty remains. 3. Daiwa Securities: Any intervention to support the yen may simply be buying time. 4. MUFG: Market participants are expected to remain cautious about short-term bets on the yen. 5. MUFG: The pound may rise if the Bank of England increases bets on a September rate hike. 6. Berenberg: The Bank of England does not need to adhere to a tightening path. 7. National Development and Reform Commission: Deepen the implementation of the "Eastern Data, Western Computing" project, and coordinate the layout and orderly construction of computing facilities. Domestic 1. CICC: The US economy has not yet shown a significant slowdown, and demand remains robust. 2. Orient Securities: July PMI data declined, but supply and demand for high-tech products remained strong. 3. Ren Zhiqiang, Huafu Securities: The outline of the policy package is becoming clearer. 4. CITIC Securities: Housing is the most important durable consumer good, while commercial real estate is an important offline consumption scenario. 5. Galaxy Securities: The "Six Networks" are key infrastructure supporting the implementation of technology strategies and are expected to be accelerated.
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