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On June 24, U.S. Treasury Secretary Scott Becerra stated that he believes no one should publish the dot plot. Becerra added, "The only reason I ever liked the dot plot was when I was running my own investment business; we had a trading model specifically for reverse trading the dot plot because the dot plot is always wrong." Becerra expressed appreciation for Federal Reserve Chair Waller's decision to eliminate forward guidance. He also mentioned that he has breakfast with Waller every week, consistent with the practice during Powell's tenure as Fed Chair.

[Becerra Criticizes Fed's Dot Plot, Reveals Past Reverse Trading Strategy]On June 24, U.S. Treasury Secretary Scott Becerra stated that he believes no one should publish the dot plot. Becerra added, "The only reason I ever liked the dot plot was when I was running my own investment business; we had a trading model specifically for reverse trading the dot plot because the dot plot is always wrong." Becerra expressed appreciation for Federal Reserve Chair Waller's decision to eliminate forward guidance. He also mentioned that he has breakfast with Waller every week, consistent with the practice during Powell's tenure as Fed Chair.

Becerra Criticizes Fed's Dot Plot, Reveals Past Reverse Trading Strategy

On June 24, Goldman Sachs stated in its latest research report that the AI investment boom has not yet peaked, but the market pricing for its future returns is clearly ahead of macroeconomic realizations. The firm pointed out that the share of U.S. technology investment in GDP has surpassed the peak during the internet bubble of the 1990s, with capital expenditure expectations for major cloud providers being revised up nearly 80% in the past six months for 2026. This wave of investment continues to drive revenue and profit growth in the semiconductor, cloud computing, server, and data center supply chains, leading to increasingly high valuations for AI-related assets. However, unlike the late 1990s, the current risks no longer primarily stem from a pure valuation expansion detached from fundamentals, but increasingly from the market's expectations for the long-term sustainability of high profit margins and capital returns. Goldman Sachs believes that the core contradiction of the AI market is intensifying: fundamentals remain strong, but the market has already priced in too much future earnings.

[Goldman Sachs Warns: AI Investment Boom Not Peaking Yet, But Market Pricing Clearly Ahead of Fundamentals]On June 24, Goldman Sachs stated in its latest research report that the AI investment boom has not yet peaked, but the market pricing for its future returns is clearly ahead of macroeconomic realizations. The firm pointed out that the share of U.S. technology investment in GDP has surpassed the peak during the internet bubble of the 1990s, with capital expenditure expectations for major cloud providers being revised up nearly 80% in the past six months for 2026. This wave of investment continues to drive revenue and profit growth in the semiconductor, cloud computing, server, and data center supply chains, leading to increasingly high valuations for AI-related assets. However, unlike the late 1990s, the current risks no longer primarily stem from a pure valuation expansion detached from fundamentals, but increasingly from the market's expectations for the long-term sustainability of high profit margins and capital returns. Goldman Sachs believes that the core contradiction of the AI market is intensifying: fundamentals remain strong, but the market has already priced in too much future earnings.

Goldman Sachs Warns: AI Investment Boom Not Peaking Yet, But Market Pricing Clearly Ahead of Fundamentals

On June 24, the U.S. current account deficit for the first quarter was reported at $226.8 billion, exceeding the expected deficit of $215 billion. The previous value was revised from a deficit of $190.7 billion to $221.1 billion.

[U.S. Current Account Deficit Reaches $226.8 Billion in Q1]On June 24, the U.S. current account deficit for the first quarter was reported at $226.8 billion, exceeding the expected deficit of $215 billion. The previous value was revised from a deficit of $190.7 billion to $221.1 billion.

U.S. Current Account Deficit Reaches $226.8 Billion in Q1

On June 24, Capital.com analyst Daniela Hathorn stated in a report that the upcoming U.S. data will determine whether the current uptrend of the dollar has further room to grow. She noted that if inflation and labor market data continue to support the narrative that interest rates will remain high for a longer period, the dollar should continue to receive support. However, if price pressures begin to ease more quickly, the market may start to question whether the current interest rate expectations have become overly aggressive. The PCE data (the Federal Reserve's preferred inflation indicator) and unemployment claims data will be released on Thursday, while the non-farm payroll report will be published on July 2.

[Analyst: PCE and Non-Farm Data May Validate Dollar's Uptrend Sustainability]On June 24, Capital.com analyst Daniela Hathorn stated in a report that the upcoming U.S. data will determine whether the current uptrend of the dollar has further room to grow. She noted that if inflation and labor market data continue to support the narrative that interest rates will remain high for a longer period, the dollar should continue to receive support. However, if price pressures begin to ease more quickly, the market may start to question whether the current interest rate expectations have become overly aggressive. The PCE data (the Federal Reserve's preferred inflation indicator) and unemployment claims data will be released on Thursday, while the non-farm payroll report will be published on July 2.

Analyst: PCE and Non-Farm Data May Validate Dollar's Uptrend Sustainability

On June 24, spot gold fell sharply by over $30 in a short period, plummeting $100.96 during the day to currently report at $4008.72 per ounce, a decline of 2.46%. New York futures gold also saw a significant drop of 3%, currently priced at $4024.80 per ounce.

[Gold Plummets $100 in One Day, Approaching $4000 Mark]On June 24, spot gold fell sharply by over $30 in a short period, plummeting $100.96 during the day to currently report at $4008.72 per ounce, a decline of 2.46%. New York futures gold also saw a significant drop of 3%, currently priced at $4024.80 per ounce.

Gold Plummets $100 in One Day, Approaching $4000 Mark

On June 24, spot silver fell 4% during the day, currently priced at $59.06 per ounce, marking a new low since December last year and halving from its peak in January this year.

[Spot Silver Plummets 4%, Hits New Low Since December Last Year]On June 24, spot silver fell 4% during the day, currently priced at $59.06 per ounce, marking a new low since December last year and halving from its peak in January this year.

Spot Silver Plummets 4%, Hits New Low Since December Last Year

On June 24, MillTech analyst Nick Wood stated in a report that UK investors are eager to know who will be appointed as Chancellor of the Exchequer, as current Chancellor Reeves is likely to be replaced following Starmer's resignation as Prime Minister this week. The choice of Chancellor may be as important for market confidence as the new Prime Minister. Investors are keen to understand the economic policies of the new leadership team. With no other competitors emerging, popular candidate Andy Burnham seems increasingly likely to be appointed as the new Prime Minister without any rivals.

[Future UK Chancellor Candidate Likely to Drive UK Bond and Pound Trends]On June 24, MillTech analyst Nick Wood stated in a report that UK investors are eager to know who will be appointed as Chancellor of the Exchequer, as current Chancellor Reeves is likely to be replaced following Starmer's resignation as Prime Minister this week. The choice of Chancellor may be as important for market confidence as the new Prime Minister. Investors are keen to understand the economic policies of the new leadership team. With no other competitors emerging, popular candidate Andy Burnham seems increasingly likely to be appointed as the new Prime Minister without any rivals.

Future UK Chancellor Candidate Likely to Drive UK Bond and Pound Trends

On June 24, the Pew Research Center released a new survey showing that global confidence in President Trump's leadership remains low, and perceptions of the U.S. as a reliable partner continue to decline. The survey was conducted from February to May 2026 and included 42,151 adults across 36 countries. On average, only 23% of adults expressed confidence that Trump would make the right decisions in international affairs, while about two-thirds reported little or no confidence at all. Among the 24 countries with relevant trend data, confidence declined in 16 countries, with no country showing an improvement. Meanwhile, views of the U.S. itself remain generally negative. In the 36 countries surveyed, only 37% held a favorable opinion of the U.S., while 57% had a negative view.

[Pew Poll: Global Trust in Trump and the U.S. Declines]On June 24, the Pew Research Center released a new survey showing that global confidence in President Trump's leadership remains low, and perceptions of the U.S. as a reliable partner continue to decline. The survey was conducted from February to May 2026 and included 42,151 adults across 36 countries. On average, only 23% of adults expressed confidence that Trump would make the right decisions in international affairs, while about two-thirds reported little or no confidence at all. Among the 24 countries with relevant trend data, confidence declined in 16 countries, with no country showing an improvement. Meanwhile, views of the U.S. itself remain generally negative. In the 36 countries surveyed, only 37% held a favorable opinion of the U.S., while 57% had a negative view.

Pew Poll: Global Trust in Trump and the U.S. Declines

On June 24, WTI crude oil's intraday decline expanded to 3%, currently priced at $71.45 per barrel.

[U.S. Oil Drops 3%]On June 24, WTI crude oil's intraday decline expanded to 3%, currently priced at $71.45 per barrel.

U.S. Oil Drops 3%

火币HTX报道，6月24日，SpaceX(SPCX.O)盘中涨幅扩大至5.3%。

【SpaceX(SPCX.O)盘中涨幅扩大至5.3%】火币HTX报道，6月24日，SpaceX(SPCX.O)盘中涨幅扩大至5.3%。

SpaceX(SPCX.O)盘中涨幅扩大至5.3%

3B Small Model's Programming Scores Rival Opus 4.5, Mysterious Model Sparks Heated Discussion, Turns Out to be Domestic

Breaking: Google Gemini Co-Head Poached by OpenAI

Ethereum 2026 Q1 Review: On-Chain Activity Hits Record Highs, Tokenized Assets Lead the Industry

SK Hynix Stock Price Hits New High: Delivers HBM4E Samples, Reinforcing Its Leading Position in AI Memory

Ethereum Q1 Report: On-chain Activity Hits Record High, Tokenized Assets Lead the Industry

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Optical Chips: Collective Capacity Expansion

Google's AI Talent Loss: A Stress Test or a Prelude to an 'Obituary'?

SpaceX(SPCX.O)盘中涨幅扩大至5.3%

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