On July 16, the three major U.S. stock indexes fluctuated and consolidated, the Dow was approaching a record high, and China’s education stocks generally fell. As of press time, the Dow is up 0.14%, the Nasdaq is up 0.20%, and the S&P 500 is up 0.17%.
The following is a summary of important information in the global market:
Global macro
Honda president said he is willing to form alliances to make cars profitable by electrification
Honda MotorPresident Toshihiro Mibu said on Friday that Honda is willing to form a new alliance to make electric vehicles profitable.
“If through the alliance, Honda can achieve its goals ahead of schedule, then we are willing to form an alliance,” Toshihiro Mibu said at a media roundtable when asked how he envisages a global alliance for the electrification of automobiles.
The Bank of Japan cuts its fiscal 2021 economic forecast to provide zero-interest climate loans
The Bank of Japan on Friday lowered Japan’s economic growth forecast for 2021, but still believes that the economy will recover moderately, which showscurrencyThe policy will remain unchanged for a period of time.The Bank of Japan also announced an outline of a new plan aimed at financing climate change activities, which will providebankProvide zero-interest long-term loans and invest in green bonds and sustainable bonds.
British House of Lords: The easing policy has no effect on economic growth for more than 10 years, the time to exit has come
Members of the House of Lords of the British Parliament recently stated that the Bank of England’s asset purchase program (quantitative easing) is likely to intensify inflation and widen the gap between rich and poor, and since it was implemented more than a decade ago, it has hardly contributed to economic growth. The House of Lords Committee on Economic Affairs also stated that quantitative easing poses a serious risk to public finances because the central bank’s bonds are very sensitive to the interest rate hikes needed to stop prices from rising too fast.
It is understood that the Bank of England will start discussions on reducing the scale of quantitative easing as soon as next month.
European car sales in the first half of the year decreased by 2 million units compared to the same period in 2019
In the first half of this year, European car sales dropped by nearly 2 million vehicles compared to two years ago.Automobile industryThe recovery is not as good as that of the United States and China. According to data from the European Automobile Manufacturers Association (European Automobile Manufacturers Association), the number of car registrations in June this year increased by 13% compared with the previous year, bringing the number of car registrations in the first half of this year to 6.49 million. Although this figure has increased by 27% compared to the first half of last year, it is far below the level of sales in the industry before the epidemic.
Westpac: The Reserve Bank of New Zealand is expected to raise interest rates 3 times before the end of this year
According to reports, New Zealand announced that the inflation rate in the second quarter jumped to 3.3%, the highest increase since 2011. New Zealand’s reservesbank(RBNZ) announced the suspension of debt purchase measures on Wednesday, which the market believes is a precursor to interest rate hikes.Westpac BankIt is also expected that RBNZ will raise interest rates three times by 0.25% each time in August, October and November this year.
Westpac BankRefers to New Zealand’s second quarter consumer price index (CPI) And other recent developments, the bank expects that RBNZ will revise its assessment of medium-term inflation pressure upwards, which means that the central bank may raise interest rates sooner.
Russian Statistics Bureau: Half of Russian households do not have a private car, and more than 50% of them have no money to buy a car
Russian Satellite News Agency reported on July 16 that survey data from the Russian Statistics Agency showed that half of Russian households did not own a private car, and more than 50% of them had no money to buy a car.
The results of the 2020 survey show that 48.4% of Russian households have a car, and 50.3% of households do not have a private car (50.8% in 2018).
Among households without a car, 51.7% of households could not buy a car due to insufficient funds even if they wanted to buy it (57.9% in 2018), and 39.4% of households could not buy a car for other reasons (33.2% in 2018). 9% of households can use their own or borrowed funds to buy when they want to buy.
U.S. stocks in focus
The number of initial jobless claims in the United States fell to 360,000 last week, the lowest since the epidemic continued
Data released by the US Department of Labor on Thursday showed that as of July 10, the number of initial claims for unemployment benefits fell by 26,000 to 360,000, an estimated 350,000. As of July 3, the number of people claiming unemployment benefits was 3.241 million, which is estimated at 3.3 million, and the previous value was 3.339 million.
The decline in initial jobless claims is in line with the overall economic recovery in the United States. U.S. companies have resumed full capacity operations, and demand for tourism and leisure has surged.
Despite this, the number of initial jobless claims is still higher than the level before the epidemic, and employers continue to point out that it is difficult to find qualified workers, which may hinder the pace of recovery in the labor market.
Congestion! Shortage! Shipping costs are the same every day!The U.S. container freight rate exceeds US$10,000
In the past week, container freight rates from Asia to the United States and Europe have risen to new record levels. This has led to continued high transportation costs for companies that are about to enter the peak season for rebuilding inventory.
According to the Drewry World Container Index released on Thursday, the spot price of 40-foot containers from Shanghai to Los Angeles rose to a record $9,733, a 1% increase from the previous week and an increase of 236 from the same period last year. %. The price from Shanghai to Rotterdam rose to US$12,954. The composite index hit US$8,883, a 339% increase from the same period last year. The index reflects 8 major trade routes.
U.S. residential sales fell in June, buyers scrambled, resulting in scarcity of market stock
Thursday, the most competitive in U.S. historyreal estateMarket sales began to stagnate. Redfin Corp’s seasonally adjusted data shows that the US real estate transaction volume in June fell by 1.2% month-on-month, the most since 2012.DatongThe month-to-month decline.
Inventory reached the lowest level in history, and it was sold within 14 days of listing on average, the fastest rate ever.Remote work plus extremely low mortgageinterest rate, Causing a large number of buyers to flock to American suburbs andHouse priceAffordable city. The median house price in June rose 25% from the same period last year, reaching a record $386,888. All 85 metropolitan areas tracked by Redfin have risen compared to the same period last year.
For the second time since the 2008 financial crisis, Blackstone once again bet on the U.S. housing market
on Wednesday,Blackstone Group(Blackstone Group Inc)与American International Group(AIG) issued a statement stating that the two companies have reached a long-term strategic asset management cooperation, and Blackstone will manage the latter’s $50 billion investment portfolio, which will increase in value to $92.5 billion in the next six years.This move will make Blackstone’sInsuranceThe scale of business assets under management will reach approximately US$150 billion by the end of 2021. As soon as the announcement is made,Blackstone GroupThe stock prices of AIG and AIG have soared, with yesterday’s gains of 4% and 6.7% respectively.
In addition,Blackstone GroupWill acquire AIG Life for US$2.2 billionInsuranceAnd 9.9% of the shares in the retirement sector. The Blackstone Group president Jonathan Gray will join its board of directors.At the same time, the Blackstone Group’s unlistedreal estateTrustfund(BREIT) also acquired the assets of AIG’s US affordable housing project for US$5.1 billion, which is the second bet of the private equity giant on the US housing market in less than a month.
U.S. stock company
Apple’s stock price rose “exploded” and the market value broke through the 2.5 trillion US dollar mark!
Wednesday, July 16,apple(AAPL.US) stock price reached a new high, with a stock price of up to US$149.57 and a market value of over US$250 million at one time. It became the first US listed company with a market value of US$2.5 trillion. It only exceeded US$2 trillion in August last year.
Previously, many investment banks were optimisticappledevelopment of.
Another Boeing defect was found to involve more than 9,300 737 aircraft worldwide
inBoeingAfter the company (BA.US) and the US Federal Aviation Administration (FAA) discovered a pressure switch with a potential defect that could prevent pilots from flying, the company will deal with more than 2,500 aircraft in the United States.Boeing737 aircraft are inspected, the defect will involve more than 9,300 aircraft worldwideBoeing737 aircraft.
The FAA has issued instructions to all operators of the 737 series aircraft, requiring them to conduct inspections to resolve possible malfunctions in the cabin altitude pressure switch. When the aircraft climbs to a higher altitude, the altitude pressure switch helps ensure that there is enough air for breathing.
Boeing and the Air Traffic Administration of the Civil Aviation Administration of China signed a memorandum of cooperation
On July 16, the Boeing Company and the Air Traffic Management Bureau of the Civil Aviation Administration of China signed a memorandum of cooperation on the two parties’ cooperation to strengthen the development of China’s air traffic management system. At present, China has become the largest civil aircraft market outside the United States.
Ideal ONE car owners refute the ideal statement: I have four disagreements with the ideal car
Today, the owner of the ideal ONE @justice-qian tweeted that yesIdeal carThe official statement has four disagreements.
@ Justice谦叔 said that cars and airplanes are the pinnacle of modern industry. To do a good job requires long-term accumulation and constant mistakes. Ideally, as a new car player, it is difficult to achieve 100% quality control. It’s not surprising that there are problems, but it’s a bit chilling for ideals to rush to get rid of them when they encounter problems and slander their loyal customers. My appeal is very simple. Ideal Li wants to apologize publicly and take away the dirty car.
Blue City Brothers appoints Alfred Chung-ChiehYing as Chief Strategy Officer
Blue City Brothers(BLCT.US) announced the appointment of Alfred Chung-Chieh Ying as the company’s chief strategy officer on July 15, effective immediately. Ying joinedBlue City BrothersManagement team, focusing on company strategy, capital market,M&AWaiting for affairs.
Musk: The peak charging power of Tesla’s super charging network will be upgraded to 300kW
News on July 16, according to media reports, local time on Thursday,TeslaCEO Elon Musk tweeted that the company will increase the power output of its super charging network.
Musk confirmed,TeslaThe peak charging power of its super charging network will be upgraded from 250kW to 300kW to achieve faster charging.
It’s expensive again!Tesla Model S and Model X long-life versions each increase by 30,000
According to media reports,TeslaAccording to the official website of China, the price of Model S and Model X long-life versions increased by 30,000 yuan each. According to reports, orders that have been placed and not delivered will not be affected.
Specifically, the original price of the Model S long-life version of 799990 yuan rose to 829990 yuan, and the Model X long-life version was adjusted from the original price of 849990 yuan to 879990 yuan.
It’s worth mentioning that Tesla CEO Musk recently stated on social platforms that Tesla’s price increase was due to the entireAutomobile industryThere is price pressure in the main supply chain of China, especially raw materials.
Microsoft’s classic Office assistant “Big Eye Clip” resurrected: based on Fluent design language
According to TheVerge report,MicrosoftA few days ago, a brand-new 3D emoji was officially released. The new emojis are all 3D designed and based on the Fluent design language. At the same time, the previously loud eye clip has been resurrected and will replace the previous flat paperclip emoji.
MicrosoftThis is the first time that “Big Eye Clip” has been added to Office97. The role it sets is a small assistant, which pops out from time to time to provide user function prompts. The big eye clip has cute animation and sound effects, but some people think it is useless and annoying the user, so you have to keep it off.MicrosoftIn 2001 Office XP removed the big eye clip.
(Article Source:Oriental wealthResearch center)
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