News Intelligence Boards新闻情报面板
Structured macro & market deltas — event-typed headlines, parsed data releases, theme intensity and the full reject log. Context layer only; nothing here feeds any score or allocation.结构化宏观与市场变化 — 事件分类头条、已解析数据发布、主题强度及完整筛出日志。仅为背景层；任何内容均不进入评分或配置。
Context only — not a signal. These headlines are filtered (reputable sources, macro themes only) and shown as background; the “sentiment” gauge is the SF-Fed Daily News Sentiment Index (a quantitative series), NOT a per-headline AI judgement. Nothing here is an input to any score, signal or allocation, and the mechanical model never sees it. Upcoming-catalyst dates are scheduling information, not forecasts.仅作背景，非信号。以下头条已经过筛选（仅可靠来源、仅宏观主题）；“情绪”指标采用旧金山联储每日新闻情绪指数（一个量化序列），并非逐条新闻的 AI 判断。这里没有任何内容会进入任何评分、信号或配置，机械模型也从不读取它们。即将到来的催化日期为日程信息，而非预测。
6
Event
deltas事件
变化
deltas事件
变化
10
Parsed
releases已解析
数据发布
releases已解析
数据发布
35
35 filtered out (top: Calendar preview)
35 条已筛出（主因：日历预览）
27
Other macro
headlines其他宏观
头条
11 sources
· 371 scanned · 33 kept
·
11 个来源
· 371 条已扫描 · 33 条保留
headlines其他宏观
头条
Event Delta Board事件变化面板
DELTA DESK变化台 6 events事件
Headlines with a detected corporate or macro event, most recent first; items more than 5 days old are flagged.
检测到企业或宏观事件的头条，最新优先；超过5天的条目会标注提示。部分标题来自英文信源，暂以原文显示。
Background read — check what's happening, don't chase these headlines.
背景阅读 — 了解动态，不必追随这些头条。
Litigation诉讼
Bearish利空
Stocks个股
JPM
Guidance Raise上调指引
Bullish利多
Earnings业绩
UNH
Restructuring破产重组
Bearish利空
Macro宏观
$35K
XLF
Litigation诉讼
Bearish利空
Deals并购/IPO
Macro Release宏观数据
Info信息
Fed美联储
Management Change管理层变动
Mixed多空交织
Analysts分析师
Macro Release Board宏观数据发布面板
DATA DESK数据台 10 releases发布
Most recent FRED print per series, shown within its release cycle. No consensus feed — surprise measured against prior and recent history only.
每个系列最新FRED数据，按其发布周期展示。无一致预期数据 — 偏差仅与前值及近期历史对比。
Data check — these prints confirm the regime, not a trade trigger.
数据核查 — 这些数据确认当前格局，不是交易信号。
CPI (Consumer Price Index)
CPI (Consumer Price Index)
LARGE
Actual实际
-0.4225
Jun 2026
Prior (revised)前值（修正）
0.4729
vs revised prior
Δ vs priorΔ 较前值
-0.8954
vs 3y range较3年区间
Low偏低
CPI (Consumer Price Index): -0.4%; vs +0.5% revised prior; well outside the 3y trend; inflation cooler.
PPI (Producer Price Index)
PPI (Producer Price Index)
LARGE
Actual实际
-0.2771
Jun 2026
Prior (revised)前值（修正）
0.6223
vs revised prior
Δ vs priorΔ 较前值
-0.8994
vs 3y range较3年区间
Low偏低
PPI (Producer Price Index): -0.3%; vs +0.6% revised prior; well outside the 3y trend; inflation cooler.
Nonfarm Payrolls
Nonfarm Payrolls
INLINE
Actual实际
57.0
Jun 2026
Prior (revised)前值（修正）
129.0
vs revised prior
Δ vs priorΔ 较前值
-72
vs 3y range较3年区间
In range区间内
Nonfarm Payrolls: +57k; vs +129k revised prior; in line with the 3y trend; labor weaker.
Unemployment Rate
Unemployment Rate
NOTABLE
Actual实际
4.2
Jun 2026
Prior (revised)前值（修正）
4.3
vs revised prior
Δ vs priorΔ 较前值
-0.1
vs 3y range较3年区间
In range区间内
Unemployment Rate: 4.2%; vs 4.3% revised prior; outside the 3y trend; labor improving.
Retail Sales
Retail Sales
INLINE
Actual实际
0.2187
Jun 2026
Prior (revised)前值（修正）
1.0248
vs revised prior
Δ vs priorΔ 较前值
-0.8061
vs 3y range较3年区间
In range区间内
Retail Sales: +0.2%; vs +1.0% revised prior; in line with the 3y trend; growth weaker.
Trade Balance
Trade Balance
INLINE
Actual实际
-77585.0
May 2026
Prior (revised)前值（修正）
-54570.0
vs revised prior
Δ vs priorΔ 较前值
-2.302e+04
vs 3y range较3年区间
In range区间内
Trade Balance: $-77,585.0bn; vs $-54,570.0bn revised prior; in line with the 3y trend.
Initial Jobless Claims
Initial Jobless Claims
NOTABLE
Actual实际
208000.0
wk of Jul 11
Prior (revised)前值（修正）
216000.0
vs revised prior
Δ vs priorΔ 较前值
-8000
vs 3y range较3年区间
In range区间内
Initial Jobless Claims: 208,000; vs 216,000 revised prior; outside the 3y trend; labor improving.
Business Inventories
Business Inventories
NOTABLE
Actual实际
0.2938
May 2026
Prior (revised)前值（修正）
0.5618
vs revised prior
Δ vs priorΔ 较前值
-0.2679
vs 3y range较3年区间
In range区间内
Business Inventories: +0.3%; vs +0.6% revised prior; outside the 3y trend.
Real GDP (Quarterly, SAAR)
Real GDP (Quarterly, SAAR)
INLINE
Actual实际
2.1
Q1 2026
Prior (revised)前值（修正）
0.5
vs revised prior
Δ vs priorΔ 较前值
+1.6
vs 3y range较3年区间
In range区间内
Real GDP (Quarterly, SAAR): 2.1%; vs 0.5% revised prior; in line with the 3y trend; growth stronger.
PCE Price Index
PCE Price Index
NOTABLE
Actual实际
0.4498
May 2026
Prior (revised)前值（修正）
0.4103
vs revised prior
Δ vs priorΔ 较前值
+0.0396
vs 3y range较3年区间
In range区间内
PCE Price Index: +0.4%; vs +0.4% revised prior; outside the 3y trend; inflation hotter.
Theme Pulse主题脉冲
NEWS-SIDE ONLY仅新闻侧
Headline count and peak novelty per theme from today's kept set — a texture read, not a signal.
今日保留集中各主题的头条数量及最高新颖度 — 纹理参考，非信号。
Fed美联储
7
Stocks个股
6
Macro宏观
5
Growth增长
5
Inflation通胀
3
Earnings业绩
3
Deals并购/IPO
3
Guidance指引
2
Analysts分析师
1
Other macro headlines其他宏观头条
27 items条目
▾
Macro-relevant background without a detected event — a reference read, not a trading cue. Official releases are kept up to ~45 days; wire items ~5 days.
无检测事件的宏观相关背景 — 参考阅读，非交易提示。官方发布最长保留约45天，快讯约5天。部分标题来自英文信源，暂以原文显示。
Background read — don't chase these headlines.
背景阅读 — 不必追随这些头条。
Earnings业绩 Netflix stock falls as earnings forecast disappoints, company says it will give fewer engagement updatesNetflix股价下跌，因盈利预测不及预期，公司表示将减少参与度更新 CNBC - Stock Blog ▾
Guidance指引 We're raising our price target on Goldman Sachs after a blowout quarter, upbeat outlook高盛季度业绩强劲、展望乐观，我们上调其目标价 CNBC - Markets ▾
Deals并购/IPO ConocoPhillips to buy 42% stake in Iraqi unit from BP as U.S. seeks to weaken Iran's energy holdConocoPhillips to buy 42% stake in Iraqi unit from BP as U.S. seeks to weaken Iran's energy hold CNBC - Stock Blog ▾
Stocks个股 U.S. stocks extend selloff led by semiconductors' global decline, Moonshot AI’s Kimi-K3U.S. stocks extend selloff led by semiconductors' global decline, Moonshot AI’s Kimi-K3 Seeking Alpha - Market Currents ▾
Stocks个股 Novartis wins full FDA approval for kidney disease drug Fabhalta in IgA nephropathyNovartis wins full FDA approval for kidney disease drug Fabhalta in IgA nephropathy Seeking Alpha - Market Currents ▾
Fed美联储 Federal Reserve Board's annual bank stress test confirms that large banks are well positioned to weather a severe recession and able to continue to lend to households and businesses美联储年度银行压力测试确认大型银行具备承受严重衰退的能力，可继续向家庭和企业放贷 Federal Reserve - All Press ▾
Deals并购/IPO SpaceX postponed a crucial launch — and now its stock is sliding further below the IPO priceSpaceX postponed a crucial launch — and now its stock is sliding further below the IPO price MarketWatch - Top Stories ▾
Stocks个股 Palo Alto leads security stocks up, while most enterprise software names inch downPalo Alto leads security stocks up, while most enterprise software names inch down Seeking Alpha - Market Currents ▾
Stocks个股 Amazon’s Zoox recalls 105 robotaxis over smoke detection issueAmazon’s Zoox recalls 105 robotaxis over smoke detection issue Seeking Alpha - Market Currents ▾
Guidance指引 Apple warns scammers are using FaceTime to steal bank account passwords — here's what to watch forApple warns scammers are using FaceTime to steal bank account passwords — here's what to watch for Yahoo Finance - Top Stories ▾
Fed美联储 Federal Reserve looks for 'secret sauce' behind a successful Wisconsin toolmakerFederal Reserve looks for 'secret sauce' behind a successful Wisconsin toolmaker NPR - Business ▾
Inflation通胀 In first Congressional testimony, new Fed Chief Warsh vows to fight inflation新任美联储主席Warsh在首次国会听证中誓言抗击通胀 NPR - Economy ▾
Growth增长 GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 1st Quarter 20262026年第一季度GDP（第三次估算）、行业、企业利润、州GDP及州个人收入数据 BEA - News Releases ▾
Fed美联储 Federal Reserve Board requests comment on a proposal to amend its requirements for banks to maintain anti-money laundering programs美联储理事会就修订银行反洗钱计划要求征求意见 Federal Reserve - All Press ▾
Inflation通胀 Inflation slowed sharply -- but it may not last通胀大幅放缓——但可能不会持久 NPR - Business ▾
Macro宏观 Apple’s stock is beating the S&P 500 by a remarkable degree — and it may have more room to runApple’s stock is beating the S&P 500 by a remarkable degree — and it may have more room to run MarketWatch - Top Stories ▾
Fed美联储 Federal Reserve announces the leadership and objectives of its task forces to advance the conduct of monetary policy美联储宣布货币政策工作组领导层及目标，以推进货币政策实施 Federal Reserve - Monetary Policy ▾
Earnings业绩 SEC, CFTC Seek Public Comment on the Harmonization of Portfolio Margining FrameworksSEC与CFTC就投资组合保证金框架协调征求意见 SEC - Press Releases ▾
Macro宏观 EchoStar’s stock has fallen alongside SpaceX’s — but it may now be worth another lookEchoStar’s stock has fallen alongside SpaceX’s — but it may now be worth another look MarketWatch - Top Stories ▾
Inflation通胀 Real Personal Consumption Expenditures by State and Real Personal Income by State, 20242024年各州实际个人消费支出与实际个人收入 BEA - Current Releases ▾
Fed美联储 How to shrink the Fed’s $7trn balance-sheet如何缩减美联储7万亿美元资产负债表 The Economist - Finance & Economics ▾
Fed美联储 Can Kevin Warsh’s Fed force 5 reimagine monetary policymaking?凯文·沃什的美联储能否重新构想货币政策制定？ The Economist - Finance & Economics ▾
Macro宏观 China’s trade gap is narrowing. And other surprises中国贸易逆差收窄及其他意外变化 The Economist - Finance & Economics ▾
Growth增长 Iran war hasn’t hurt the U.S. economy too badly — but the danger isn’t over yetIran war hasn’t hurt the U.S. economy too badly — but the danger isn’t over yet MarketWatch - Top Stories ▾
Macro宏观 Taylor Farms to recall produce that may be the cause of the cyclospora outbreak: reportTaylor Farms to recall produce that may be the cause of the cyclospora outbreak: report MarketWatch - Top Stories ▾
Growth增长 Budget and Performance预算与绩效 BEA - Current Releases ▾
Macro宏观 America’s Hormuz brinkmanship is worsening a global fuel crunch美国在霍尔木兹海峡的边缘政策加剧全球燃料短缺 The Economist - Finance & Economics ▾
Growth增长 Advance U.S. International Trade in Goods美国国际商品贸易初值 Census - Economic Indicators ▾
Growth增长 Quarterly Services Survey季度服务业调查 Census - Economic Indicators ▾
Reject Log筛出日志
AUDIT审计
35 filtered out已筛出
▾
Headlines dropped across all feeds, grouped by reason.
所有信源中已筛出的头条，按原因分组。
Bare release title无正文的数据发布
9 items条
| Title标题 | Domain域名 |
|---|---|
| U.S. International Trade in Goods and Services, May 2026 | apps.bea.gov |
| Personal Income and Outlays, May 2026 | apps.bea.gov |
| Manufacturing and Trade Inventories and Sales | census.gov |
| Advance Monthly Sales for Retail and Food Services | census.gov |
| Monthly Wholesale Trade: Sales and Inventories | census.gov |
| U.S. International Trade in Goods and Services | census.gov |
| GDP & Personal Income Mapping | bea.gov |
| U.S. International Trade in Goods and Services, May 2026 | bea.gov |
| Personal Income and Outlays, May 2026 | bea.gov |
Stock pick list选股清单
4 items条
| Title标题 | Domain域名 |
|---|---|
| Top Wall Street analysts are confident about these 3 stocks for the long haul | cnbc.com |
| 18 tech stocks that have fallen at least 30% during July | marketwatch.com |
| Is Primo Brands ( PRMB ) the Fastest Growing Consumer Stock to Buy Now ? | finance.yahoo.com |
| The Best Dividend ETF to Buy With $1 , 000 Right Now | fool.com |
Morning aggregator早间汇总
2 items条
| Title标题 | Domain域名 |
|---|---|
| Chip stock sell-off, Netflix earnings, Trump's approval rating and more in Morning Squawk | cnbc.com |
| Grocery sales, United earnings, Anthropic's IPO prep and more in Morning Squawk | cnbc.com |
Calendar preview日历预览
14 items条
| Title标题 | Domain域名 |
|---|---|
| AGNC Investment Q2 earnings preview: What to expect | seekingalpha.com |
| Toncoin (TON) Price Prediction 2025, 2026, 2027-2030 | benzinga.com |
| Myro (MYRO) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| PancakeSwap (CAKE) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| Algorand (ALGO) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| Hedera Hashgraph (HBAR) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| Arweave (AR) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| Bittensor (TAO) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| Uniswap (UNI) Price Prediction: 2025, 2026, 2030 | benzinga.com |
| Polkadot (DOT) Price Prediction: 2025, 2026, 2030 | benzinga.com |
... and 4 more...及另4条
Personal finance advice个人理财建议
1 items条
| Title标题 | Domain域名 |
|---|---|
| I’m 67 with a $140,000 pension. Should I wait until 70 to claim Social Security so my wife gets more? | marketwatch.com |
Analyst report stub模板化分析师报告
3 items条
| Title标题 | Domain域名 |
|---|---|
| Analyst Report: Wells Fargo & Co | yahoo.com |
| Analyst Report: Cintas Corp | yahoo.com |
| Analyst Report: State Street Corp | yahoo.com |
Single Stock Advertorial
2 items条
| Title标题 | Domain域名 |
|---|---|
| Should You Buy Coca - Cola Stock Before July 28 ? | fool.com |
| Should You Buy Coca - Cola Stock Before July 28 ? | finance.yahoo.com |
Event Class Calibration事件类别校准
?
ACCRUING积累中
15 classes类别
▾
Tracking whether each event type actually moves prices — still gathering data; nothing here drives any signal yet.
追踪各事件类别是否真正影响价格 — 仍在积累数据；此处任何结果均不驱动信号。
Still gathering evidence — nothing here drives a signal yet.
仍在收集证据 — 此处尚无信号驱动。
Contract Award
accruing (n=0)积累中(n=0)
1 logged已记录 · 0 graded已评级
↑ Upside↑ 利多
Earnings Result
accruing (n=0)积累中(n=0)
10 logged已记录 · 0 graded已评级
Mixed分歧
Equity Offering
accruing (n=0)积累中(n=0)
3 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Guidance Cut
accruing (n=0)积累中(n=0)
4 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Guidance Raise
accruing (n=0)积累中(n=0)
5 logged已记录 · 0 graded已评级
↑ Upside↑ 利多
Litigation
accruing (n=0)积累中(n=0)
42 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Macro Release
accruing (n=0)积累中(n=0)
3 logged已记录 · 0 graded已评级
Informational信息
Management Change
accruing (n=0)积累中(n=0)
3 logged已记录 · 0 graded已评级
Mixed分歧
Mna Confirmed
accruing (n=0)积累中(n=0)
5 logged已记录 · 0 graded已评级
↑ Upside↑ 利多
Mna Rumor
accruing (n=0)积累中(n=0)
1 logged已记录 · 0 graded已评级
↑ Upside↑ 利多
Policy Trade Control
accruing (n=0)积累中(n=0)
4 logged已记录 · 0 graded已评级
Mixed分歧
Product Delay
accruing (n=0)积累中(n=0)
1 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Product Launch
accruing (n=0)积累中(n=0)
3 logged已记录 · 0 graded已评级
↑ Upside↑ 利多
Rating Change
accruing (n=0)积累中(n=0)
3 logged已记录 · 0 graded已评级
Mixed分歧
Regulatory Probe
accruing (n=0)积累中(n=0)
3 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Reject audit: 213 sampled · 0 graded
筛出审计：213 已抽样 · 0 已评级
Company & market wires公司与市场快讯
WIRES快讯
18 items条目
▾
Background read — don't chase these headlines.
背景阅读 — 不必追随这些快讯。
AAPL
6
MSFT
6
NVDA
6
AMZN
6
GOOGL
6
META
6
TSLA
6