CPI、PPI相继落地后，今晚又将迎来素有“恐怖数据”之称的美国7月零售销售数据。市场目前预计零售销售月率仅环比增长0.1%。在美联储内部分歧加剧、国际金价自4400美元关口回落之际，这份反映居民消费意愿和购买力的数据或成关键催化剂，敬请关注！

Boeing's bullishness among analysts hit its strongest level in nearly four years after Argus Research and BNP Paribas upgraded the stock within ten days, pushing the share of buy ratings to the highest since October 2022. Of 32 analysts tracked, none recommend sell. The optimism follows FAA certification of the long‑awaited 737 Max 7, ending an approval process stretched nearly a decade by two fatal crashes and quality lapses. CEO Stephanie Pope called the move "a key moment in Boeing's recovery." Boeing shares are roughly flat year‑to‑date, up about 6%, versus about a 13% rise in the broader market and roughly an 8% gain in Airbus' Paris‑listed stock over the same period.

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