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高盛:美联储7月按兵不动绝对正确,9月前应保持开放

Odaily星球日报讯 高盛集团分析师 Robert Kaplan 表示,美联储 7 月不加息的决定“绝对”正确,并敦促政策制定者在 9 月之前保持开放态度,理由是影响通胀的因素错综复杂,僵化的前瞻性指引会适得其反。Kaplan 表示:“如果看到有意义的改善,我可能愿意继续按兵不动,但我希望在 9 月之前充分利用每一段时间来做出判断,避免僵化或先入为主。” Kaplan 认为当前作用的力量包括:人工智能建设带来的通胀压力,关税、劳动力制约和油价飙升;与此同时,人工智能应用则向相反方向作用,加速了通胀回落趋势。他表示,沃什应利用本月杰克逊霍尔研讨会上的讲话,简要解释美联储 7 月按兵不动的理由,而非发表纯粹的“哲学性”演讲。Kaplan 表示,他对美债长端的担忧大于对联邦基金利率本身的担忧。他表示,长期国债收益率在全球范围内的回升,反映的是由持续宽财政赤字驱动的结构性供需失衡,而非美联储政策。(BloombergTV)
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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07-08 20:31

The Bank of Korea has released a regulatory proposal suggesting that personal stablecoin transactions exceeding $10,000 should be limited to transfers from verified wallets.

According to Mars Finance, the legal team of the Bank of Korea has published a research paper titled "Regulatory Scheme for Foreign Remittance Transactions Targeting Stablecoins," proposing regulatory recommendations for large-scale stablecoin transactions. The paper, referencing current South Korean foreign exchange control regulations, proposes constraints on stablecoin transfers exceeding $10,000 between individuals, requiring such transactions to be conducted only between officially certified wallets, along with a pre-reporting mechanism. The institution acknowledges that there are technical obstacles to fully controlling unregistered wallets, but due to anti-money laundering compliance requirements, it is necessary to strengthen restrictions on large-scale cross-border stablecoin fund flows. South Korean regulators have previously repeatedly stated the need to improve the monitoring system for cross-border crypto asset transactions using non-custodial wallets; this paper further refines and implements the regulatory approach.

07-08 20:22

Gate responded to online rumors of user asset theft: An urgent investigation is underway, and preliminary assessments indicate it is an isolated incident.

According to Foresight News , Gate responded to online reports of user assets being stolen, stating that the incident shows the customer made a withdrawal between 3:00 PM and 4:00 PM on July 7th, and reported the loss to online customer service at 5:00 PM on July 8th. Gate has initiated an investigation, and the incident is currently under urgent investigation. Preliminary assessments indicate it is an isolated case, there are no system security vulnerabilities, and the website is operating normally. Preliminary investigations suggest this incident may be related to a leak of user information; the specific details are under investigation. Gate will disclose further details as soon as the investigation concludes.

07-08 20:19

Justin Sun has staked $430 million in Ethereum on Lido, yielding an annualized return of approximately $9.5 million.

According to Odaily Lens monitoring, Justin Sun Sun has been continuously staking ETH through Lido Finance. 23 hours ago, Justin Sun staked another 13,000 ETH, worth approximately $23.08 million, bringing his total staked ETH on Lido to 247,436 stETH, currently valued at approximately $430.2 million. Data shows that since February 2023, this staking position has generated a total of 11,307 stETH staking profits, worth approximately $26.82 million. Based on the current profit level, Justin Sun position has an annualized return of approximately $9.5 million.

07-08 20:17

Guangdong: By the end of 2027, the province's urban digital infrastructure support capabilities will be significantly enhanced.

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07-08 20:10

Morgan Stanley reiterated its "overweight" rating on RKLB and raised its bullish price target to $293.

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