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。
3
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
32
32 filtered out (top: Calendar preview)
32 条已筛出（主因：日历预览）
33
Other macro
headlines其他宏观
头条
12 sources
· 338 scanned · 36 kept
·
12 个来源
· 338 条已扫描 · 36 条保留
headlines其他宏观
头条
Event Delta Board事件变化面板
DELTA DESK变化台 3 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。
Guidance Raise上调指引
Bullish利多
Earnings业绩
UNH
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
Growth增长
6
Earnings业绩
5
Inflation通胀
4
Macro宏观
4
Stocks个股
3
Guidance指引
2
Deals并购/IPO
2
Labor就业
1
Analysts分析师
1
Buybacks回购/分红
1
Other macro headlines其他宏观头条
33 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 The bar for Tesla earnings is sky-high. Here's why and how options traders can capitalizeThe bar for Tesla earnings is sky-high. Here's why and how options traders can capitalize 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 ▾
Earnings业绩 Wall Street struggles as investors await big tech earnings, semis recoverWall Street struggles as investors await big tech earnings, semis recover Seeking Alpha - Market Currents ▾
Earnings业绩 Boeing takes the right approach on new planes. Plus, a word of caution this earnings seasonBoeing takes the right approach on new planes. Plus, a word of caution this earnings season CNBC - Tech ▾
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 Court ruling freezes Paramount-Warner Bros. merger for nowCourt ruling freezes Paramount-Warner Bros. merger for now NPR - Business ▾
Stocks个股 Invesco Variable Rate Investment Grade ETF declares monthly distribution of $0.0922Invesco Variable Rate Investment Grade ETF declares monthly distribution of $0.0922 Seeking Alpha - Market Currents ▾
Stocks个股 JetBlue Airways buys new landing and takeoff slots at LaGuardia from SpiritJetBlue Airways buys new landing and takeoff slots at LaGuardia from Spirit Seeking Alpha - Market Currents ▾
Stocks个股 AMC outlines $200M-$235M 2026 net capex plan while targeting ~3x leverageAMC outlines $200M-$235M 2026 net capex plan while targeting ~3x leverage Seeking Alpha - Market Currents ▾
Buybacks回购/分红 Daily Spotlight: Three Signals from Dividend GrowthDaily Spotlight: Three Signals from Dividend Growth Yahoo Finance - Top Stories ▾
Labor就业 Both payroll employment (+57,000) and unemployment rate (4.2%) change little in JuneBoth payroll employment (+57,000) and unemployment rate (4.2%) change little in June BLS - Employment Situation ▾
Guidance指引 Peter Schiff called the 2008 housing market crash — now he warns a 'housing emergency' is coming. Are you ready?Peter Schiff called the 2008 housing market crash — now he warns a 'housing emergency' is coming. Are you ready? Yahoo Finance - Top Stories ▾
Deals并购/IPO Trading in Pre-IPO Companies Is Suddenly Big Business. Here's Why Hyperliquid Could Be the Biggest Winner.Trading in Pre-IPO Companies Is Suddenly Big Business. Here's Why Hyperliquid Could Be the Biggest Winner. Yahoo Finance - Top Stories ▾
Inflation通胀 CPI for all items falls 0.4% in June; gasoline downCPI for all items falls 0.4% in June; gasoline down BLS - CPI ▾
Growth增长 Aehr Test (AEHR) Rockets as Traders Buy Into Triple Revenue Growth OutlookAehr Test (AEHR) Rockets as Traders Buy Into Triple Revenue Growth Outlook Yahoo Finance - Top Stories ▾
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 ▾
Macro宏观 Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI. MarketWatch - Top Stories ▾
Fed美联储 Federal Reserve looks for 'secret sauce' behind a successful Wisconsin toolmaker美联储寻找威斯康星州成功工具制造商的'秘密配方' NPR - Business ▾
Macro宏观 AMD’s stock climbs, and a new Microsoft deal is only part of the reasonAMD’s stock climbs, and a new Microsoft deal is only part of the reason MarketWatch - Top Stories ▾
Macro宏观 As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the pastAs Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past 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 ▾
Inflation通胀 CPI for all items rises 0.5% in May; gasoline and shelter upCPI for all items rises 0.5% in May; gasoline and shelter up BLS - CPI ▾
Inflation通胀 PPI for final demand declines 0.3% in June; goods fall 1.4%, services increase 0.2%PPI for final demand declines 0.3% in June; goods fall 1.4%, services increase 0.2% BLS - PPI ▾
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 ▾
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 ▾
Macro宏观 Is your index fund an accidental bet on AI? These two massive ETFs show why it might be.Is your index fund an accidental bet on AI? These two massive ETFs show why it might be. MarketWatch - Top Stories ▾
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 ▾
Growth增长 China signals possible return of U.S. trade privileges for Hong Kong中国暗示可能恢复美国对香港的贸易特权 NPR - Business ▾
Growth增长 Following your aquarium fish back to its home in the AmazonFollowing your aquarium fish back to its home in the Amazon NPR - Economy ▾
Growth增长 Budget and Performance预算与绩效 BEA - Current Releases ▾
Growth增长 Advance U.S. International Trade in Goods美国国际商品贸易初值 Census - Economic Indicators ▾
Reject Log筛出日志
AUDIT审计
32 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
2 items条
| Title标题 | Domain域名 |
|---|---|
| Top Wall Street analysts suggest these 3 dividend stocks for steady income | cnbc.com |
| Prediction : These Will Be the 2 Best Nuclear Energy Stocks to Buy for the Next 5 Years | fool.com |
Morning aggregator早间汇总
2 items条
| Title标题 | Domain域名 |
|---|---|
| U.S. death toll in Iran, 'The Odyssey' box office, WarshGPT and more in Morning Squawk | cnbc.com |
| Chip stock sell-off, Netflix earnings, Trump's approval rating and more in Morning Squawk | cnbc.com |
Calendar preview日历预览
17 items条
| Title标题 | Domain域名 |
|---|---|
| What to know about testosterone replacement therapy as the U.S. military plans to test troops | cnbc.com |
| Hasbro Q2 2026 Earnings Preview | seekingalpha.com |
| Genuine Parts Q2 2026 Earnings Preview | seekingalpha.com |
| D.R. Horton Q3 2026 Earnings Preview | 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 |
... and 7 more...及另7条
Single Stock Advertorial
2 items条
| Title标题 | Domain域名 |
|---|---|
| Is Intel (INTC) Stock a Buy Before Q2 Earnings? | yahoo.com |
| Should You Buy $1 , 000 Worth of SpaceX Stock Before Its First Earnings Report ? | fool.com |
Event Class Calibration事件类别校准
?
ACCRUING积累中
17 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。
Bankruptcy Restructuring
accruing (n=0)积累中(n=0)
1 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Contract Award
accruing (n=0)积累中(n=0)
1 logged已记录 · 0 graded已评级
↑ Upside↑ 利多
Dividend Change
accruing (n=0)积累中(n=0)
1 logged已记录 · 0 graded已评级
Mixed分歧
Earnings Result
accruing (n=0)积累中(n=0)
15 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)
55 logged已记录 · 0 graded已评级
↓ Downside↓ 利空
Macro Release
accruing (n=0)积累中(n=0)
4 logged已记录 · 0 graded已评级
Informational信息
Management Change
accruing (n=0)积累中(n=0)
6 logged已记录 · 0 graded已评级
Mixed分歧
Mna Confirmed
accruing (n=0)积累中(n=0)
6 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)
2 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: 269 sampled · 0 graded
筛出审计：269 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