June 11 — JD.com and open robot-rental platform Jishizu announced comprehensive cooperation covering equipment leasing, global supply-chain logistics, robot maintenance/after-sales, insurance, equipment recycling, secondary development and data collection. The partners will jointly build a full-chain robot services system spanning leasing, logistics, upkeep, insurance, recycling and custom development to accelerate large-scale deployment of physical robots in commercial and consumer scenarios at

China International Capital Co says US inflation remains driven mainly by structural factors such as energy shocks; cyclical inflation is not yet evident. Rising AI-driven capex and improving employment pose upside aggregate-demand risks. Baseline: the Fed will neither cut nor raise rates this year and is expected to keep a hawkish stance. After Wosh takes office his priority will be rebuilding policy credibility; he is more likely to demonstrate resolve by reinforcing expectations for balance-sheet reduction (QT) rather than signaling rate hikes. A 'QT first, delayed cuts' outcome cannot be ruled out and would continue to pressure liquidity-dependent assets and those that benefited from excess dollar liquidity or are misaligned with his policy stance.

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