波罗的海干散货 (BalticDry) 加自选

NEC Hassett：美国通胀数据一直很好。美联储需要回到曲线上。Hasset是三位被提名为下一任美联储主席的人之一。到今年年底，Polymarket将他视为最受欢迎的潜在候选人。

NEC Hassett: The US inflation data has been fine. The Fed needs to get back on the curve.Hasset is one of three who are mentioned as the next Fed Chair. Polymarket has him as the favorite potential nominee by the end of the year.

美国贸易代表格里尔：美国正在失去先进制造业和基础制造业。格里尔可能正在与众议院筹款委员会开会之前铺设管道。众议院筹款委员会是美国众议院最强大的委员会之一。

USTR Greer:US is losing advanced manufacturing along with basic manufacturing.It might be that Greer is laying the pipe ahead of meetings with House Ways and Means Committee. The House Ways and Means Committee is one of the most powerful committees in the U.S. House of Representatives.

平静的外汇时段看到法郎下跌，日元复苏。随着美国交易时段的开始，外汇市场的交易基调相对低迷，主要货币的广泛势头有限。最引人注目的举措是瑞士法郎的抛售，这在很大程度上是技术性的，主要是欧元/瑞士法郎的看涨反弹。

Calm FX Session Sees Franc Slips, Yen Recovers.Forex markets are trading with a relatively subdued tone as the US session gets underway, with limited broad-based momentum among major currencies. The most notable move is a selloff in the Swiss Franc, which appears largely technical, led by a bullish bounce in EUR/CHF.

美国工业生产估计为0.3%，而估计为0.1%。上月-0.2%修正为6月工业生产不变0.3%对0.1%估计产能利用率77.6%对77.4%估计。上个月从77.4%上调至77.5%。

US industrial production estimate 0.3% versus 0.1% estimate.Prior month -0.2% revised to unchanged Industrial production for June 0.3% versus 0.1% estimate Capacity utilization 77.6% versus 77.4% estimate. Prior month revised higher to 77.5% from 77.4%.