伊朗尚未确认是否参加和平谈判，巴基斯坦称决定"至关重要"

Iran yet to confirm if it will attend peace talks, says Pakistani ministerreaking

Pakistan is yet to receive a formal response to confirm whether Iran will attend peace talks in Islamabad, according to…

衰退防御理财建议文章（原文无可交易宏观情报价值，需补充政策/数据事件才能构建交易框架）

The best tools and strategies for recession-proofing your finances

You can stop a recession but you can prepare by trimming costs and finding extra money.

中东冲突推升机票价格24%，宏观交易者该如何定价这场地缘风险？

Middle East war has pushed up air fares 24%, research shows

The consultancy Teneo says airspace restrictions caused by the conflict have forced airlines to reroute many flights.

Tim Cook将苹果从3500亿美元市值打造为4万亿美元巨擘的十五年任期回顾

Tim Cook turned Apple into a $4 trillion juggernaut by not trying to be Steve Jobs

Tim Cook's 15-year tenure at the helm of Apple was highly profitable for Wall Street, as the company's market cap swelle…

以色列士兵因破坏黎巴嫩耶稣雕像受惩处

Israeli soldiers punished over vandalism of Jesus statue in Lebanon

Two soldiers will be removed from combat duty and receive 30 days of military detention, Israel's military says.

软件巨头存在补涨空间——如何用期权捕捉板块轮动动能

This software giant is due for a big catch-up trade as stock market rallies. How to trade with options

Nishant Pant breaks down this bull call spread.

中东局势：巴基斯坦充当中美伊三方谈判桥梁，地缘风险溢价面临重定价

Diplomacy 'only viable means' to lasting stability in Middle East - Pakistan foreign ministry

Pakistan’s foreign ministry has posted on X sharing details of a meeting today between deputy Prime Minister Ishaq Dar a…

巴基斯坦的调解人角色正面临严峻考验

Pakistan's role as a negotiator is already being sorely tested

Paul AdamsDiplomatic correspondent There’s a metaphorical door, deep in Islamabad’s blocked off red zone, marked “US-Ira…

摩根士丹利基于关键业绩指标看多财报季个股机会

Morgan Stanley sees these stocks rewarding investors this earnings season based on at least one key indicator each

Topping expectations in at least one key performance indicator could drive up shares of Datadog, Draftkings and others,…

美国法官阻止特朗普政府阻碍风能、太阳能项目的行动

U.S. judge blocks Trump administration actions stymieing wind, solar projects

The ruling was the latest in a series of judicial rebukes ⁠to ‌the Trump administration's efforts to block federal appro…

伊朗冲突冲击下的油价波动：地缘风险溢价重估与跨资产交易机会

A timeline of how the Iran war shook oil prices — and what comes next

Oil markets have whipsawed since the start of the Iran war, with supply risks around the Strait of Hormuz driving extrem…

花旗详解霍尔木兹海峡三种情景及油价走向

Citi spells out 3 scenarios for the Strait of Hormuz — and where oil prices would go in each

Citi wrote that global crude inventories are set to reach their lowest levels in eight years by the end of June, even if…

这只社交媒体股票今年表现疲软。为什么一位分析师说是时候买入了

This social media stock has struggled this year. Why one analyst says it's time to buy

The investment firm assigned a buy rating to the social media name.

美国考虑向海湾国家提供金融援助——特朗普表态

US mulling financial help for Gulf countries, Trump says

Bernd Debusmann JrWhite House reporter US President Donald Trump has suggested that he may offer financial assistance -…

UPS和FedEx开始申请关税退税：物流板块现金流管理博弈与跨资产传导分析

UPS and FedEx have begun filing for some tariff refunds

UPS and FedEx have begun filing requests for some tariff refunds through the government's refund process, but those fund…

特朗普表态乐观但伊朗打击威胁未消：地缘风险溢价的收敛条件与交易窗口

Trump optimistic, but threat of strikes still looms

Bernd Debusmann JrWhite House reporter The US president is, it seems, so far optimistic about the prospect of negotiatio…

特朗普称伊朗"别无选择"派代表赴巴基斯坦谈判——地缘风险缓和高概率为假突破，波动率交易优于方向押注

Trump says Iran has 'no choice but to send' delegates to Islamabad talks

Donald Trump says Iran has "no choice but to send" delegates to Pakistan for talks with the US. In an intervie…

新生平均背负4.3万美元学生贷款：消费结构与信用市场的长周期预警

Incoming college freshmen will rack up an average of $43,000 in student loans by graduation, report finds

High school graduates heading to college in the fall could rack up $43,000 in student loans on average by the time they…

苹果CEO变更时机或暗示Q2财报表现强劲

Why the timing of Apple's CEO change could mean a good earnings report is around the corner

Analysts like that announcement comes prior to second-quarter earnings

JPMorgan基于Mythos模型上调标普500目标价——AI板块已完成地缘风险折价的风险溢价重估，但追涨赔率已不足

JPMorgan raises S&P 500 target as Mythos model bolsters AI trade

AI-linked stocks struggled during the sell-off sparked by the U.S.-Iran war. But they're doing well now.

Trump says he'll 'remember' companies that don't seek tariff refund