Markets had just breathed a sigh of relief when two hawkish Federal Reserve officials issued fresh warnings: inflation is far from over, and they support moderate rate hikes.

Cooling U.S. inflation data has spurred markets to heavily bet on the Federal Reserve pausing rate hikes, but policymakers are sending markedly different signals. Dallas Fed President Logan and Kansas City Fed President Schmid have both warned that a single month of improved inflation is insufficient to declare victory, and if prices fail to sustainably decline, further policy tightening could still be on the table.

Golden10 Data07:37

To Hike Rates or Stand Pat? As Hawkish Rhetoric Mounts, the Fed's 'Second-in-Command' Speaks Out

① Federal Reserve Vice Chair Jefferson stated on Thursday that if inflation does not cool down soon, interest rate hikes should be considered, though he also noted that the current stance of monetary policy is appropriate; ② Meanwhile, some Federal Reserve officials believe rate hikes are needed immediately, most notably Dallas Fed President Logan, who made such remarks earlier on Thursday; ③ This signals that a vigorous debate is likely to unfold within the Fed at its upcoming policy meeting in two weeks.

cls.cn21minutes ago

Express News | **** Announces Major Chinese Initiative to Support Global Artificial Intelligence Development

Breakings43minutes ago

When Circuit Breakers in South Korean Stocks Become Routine: Is the U.S. Market Trapped in an Eerie 'False Calm'?

Caixin Media, July 17 (Editor: Xiaoxiang) — While headlines about South Korea’s stock market nearly hitting circuit breakers daily have dominated global financial news, the S&P 500 Index has actually been doing “push-ups” at its recent highs—treading water for over a month. However, some industry insiders are noting that beneath this seemingly calm surface, the underlying structure of the U.S. equity market may be undergoing a profound transformation. The market’s hottest momentum trades have faced massive unwinding, severely impacting investors—particularly those who had leveraged ETFs and options to amplify their positions in strong-performing semiconductor stocks such as Micron Technology and

cls.cn10:09

AI-driven trading has become a 'rubber band,' says a top Goldman Sachs trader: the question is 'when it will snap.'

Goldman Sachs' EMEA Head of Equity Trading noted that hyperscale cloud providers are overcommitting to AI infrastructure investments, yet near-term returns face significant uncertainty. As open-source models close the gap with closed-source counterparts, the market value chain is shifting from hardware vendors toward platform companies that control distribution and workflows—so-called 'tollbooth' players. Computing power may become commoditized, and second-quarter earnings reports will serve as a critical test of the near-term return trajectory for AI investments.

wallstreetcn08:48

Futu Morning Brief | Two hawkish Fed officials warned of inflation and supported moderate rate hikes; the World Artificial Intelligence Conference opened in Shanghai, where Moonshot AI launched Kimi K3; Trump delivered a nationwide address at 9 a.m. today

SpaceX canceled a major test flight of its Starship rocket, causing its stock to plunge more than 4% in after-hours trading; rumors of a delay in the release of Google's Gemini model sparked concerns, sending its shares down over 4%.

Futu News08:23