波罗的海干散货 (BalticDry) 加自选

周二，美国股市几乎没有变化，因为投资者权衡了特朗普总统罢免美联储理事丽莎·库克的举动，并展望了英伟达备受期待的盈利报告。标准普尔500指数和道琼斯指数徘徊在平线附近，而纳斯达克指数则略高。特朗普的举动加剧了人们对美联储独立性的担忧，库克承诺在法庭上对解雇一事提出异议，称总统无权解雇她。与此同时，特朗普威胁对征收数字税的国家征收新的关税和出口限制，加剧了与欧洲贸易紧张局势的风险。英伟达股价在周三公布业绩之前上涨了约1%，这被视为在人工智能驱动的估值上升的情况下对大型科技股的关键考验。另外，礼来公司在试验数据显示其实验性肥胖药丸帮助患者减轻了约10%的体重后，股价上涨了4%以上。

US equities were little changed on Tuesday as investors weighed President Trump’s move to remove Federal Reserve Governor Lisa Cook and looked ahead to Nvidia’s highly anticipated earnings report. The S&P 500 and Dow Jones hovered near the flatline, while the Nasdaq was slightly higher. Trump’s move intensified concerns about the Fed’s independence, with Cook pledging to contest the dismissal in court, saying the president lacked authority to fire her. Meanwhile, Trump threatened new tariffs and export restrictions on countries that levy digital taxes, heightening the risk of trade tensions with Europe. Nvidia shares climbed about 1% ahead of Wednesday’s results, which are seen as a key test for megacap tech stocks amid elevated AI-driven valuations. Separately, Eli Lilly advanced more than 4% after trial data showed its experimental obesity pill helped patients lose roughly 10% of their body weight.

特朗普与美联储理事丽莎·库克：这场戏剧对市场意味着什么。特朗普因涉嫌抵押贷款欺诈而罢免美联储理事丽莎·库克，引发了关于美联储独立性和可能对美国市场影响的辩论。

Trump vs. Fed Gov. Lisa Cook: What This Drama Means for Markets.Trump moves to oust Fed Governor Lisa Cook over alleged mortgage fraud, sparking debate on Fed independence and possible impacts on U.S. markets.

特朗普解雇美联储厨师，美元回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。对美联储独立性的担忧给美元带来了压力。

U.S. Dollar Retreats As Trump Fires Fed's Cook: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.Worries about Fed independence put pressure on the American currency.

周二，富时MIB指数下跌1.3%，收于42655点，意大利开始与国内银行就支持国家财政的捐款进行谈判，给该行业增加了压力。该行业还受到意大利与欧元区低债务成员国之间债券息差略有扩大的压力，因为即将对法国预算进行的不信任投票危及了欧元区的财政状况。联合信贷银行股价下跌3.6%，因市场消化了国家贷款对其最近增持德国商业银行股份的影响。此外，Banca Popoplare di Sondrio、Mediobanca、Banca Monte Paschi Siena和Intesa Sanpaolo的股价下跌了3%至1%。

The FTSE MIB dropped 1.3% to close at 42,655 on Tuesday, as Italy began talks with domestic banks over contributions to bolster state finances, adding pressure on the sector. The sector was also pressured by the slight widening in bond spreads between Italy and lower-debt members of the Eurozone as the upcoming no-confidence vote in France over its budget jeoperdized the bloc's fiscal conditions. UniCredit sank 3.6% as markets digested the impact of state lending against its recent increase in its stake on German Commerzbank. Also, Banca Popoplare di Sondrio, Mediobanca, Banca Monte Paschi Siena 2.3%, and Intesa Sanpaolo fell between 3% and 1%.