[PIC: Bloomberg Briefing]
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1. 美国议员Elizabeth Warren敦促美联储拆分富国银行，迫使该银行剥离其传统银行和投行业务。这个要求犹如陷入困境的借款人面临一项新兴的法案和2.5亿美元的罚款。“（如果）每天富国银行持续关注储蓄账户，那时候必然是百万个客户的资产处于额外的由监管不力造成的风险以及强烈的欺诈意图。“马萨诸塞州的民主党称，”唯一能保证储户及其银行账户安全的方式由另一家机构提供。该机构的商业模型必须是在储户提取现金时不会欺骗客户的类型（one whose business model is not dependent on swindling customers forevery last penny they can get.）。
2. 一则关于通胀率的坏消息，命运论者周二称美国消费者价格指数CPI仅上升了0.3%，少于经济学家预期。国库券（Treasuries）囤积和存储量在减少。Blake Gwinn，一名RBC Capital Markets策略师称：“国库券持续上涨，由于部分人的投机所产生的CPI数据，影响美联储决策。“并打算减少对美国经济的紧急经济支持。
3. 拜登经济计划的最新版本由白宫民主党发布，对富人和公司而言是一种释然，由于该计划缩减了此前总统提议的对公司以及富人投资者征税的几项提议。但是律师加入了一项白宫会忽略的要素，该要素可能引起继承富人资产的人的巨大不爽。
4. 特斯拉联合创始人J.B.Straubel 创建的电池回收公司Redwood Materials保守着大秘密，该公司并非真正回收电池，创始人更宏大的目标是将电池组行业部分地从亚洲移到美国。
[PIC：J.B.Straubel, Co-founder of Tesla]
5. 今年上半年，COVID-19病毒使640个接受过疫苗接种的英国患者丧生，占迄今为止所有确认因新冠肺炎而死亡人数的1.2%。世界卫生组织WHO称其与印度正在进行对话，商议恢复对非洲国家的疫苗输出。罗氏制药称，他们认为很大概率COVID-19是将成为季节性和地方性疾病，并且每年以2-5亿新感染者的速率增加。昨天确认，约莫9000人死于该疾病，尽管实际数据将会更多。死亡人数中，约1900是美国人。
6. 苹果解释了一个iPhone新产品线，新设计吸引人的地方在于，提升了摄像头和处理器的性能。而现在，价格战才开始，AT&T为iPhone 13 Pro提供免费网络，针对新老客户，这些客户资质较优，来自于以旧换新和无线数据计划的客群。这项服务价值高达1000美元。Verizon、T-Mobile也推出了同样优惠的服务。
[pic: Apple iPhone 13]
7. SEC管理气候相关风险。美国证券交易委员会（SEC）决定对气候风险的信息披露采取不同于其欧洲的交易对手的政策。SEC并非将投资经理作为目标，而是关注他们投资的公司，以及关注管理这些公司的执行官。
盛德律师事务所（Sidley Austin LLP）合伙人、美国证券交易委员会公司金融部资深人士Sonia Barros表示，SEC主席GaryGensler预计于2021年底之前，提出一系列新的信息披露要求。
“一切将从公司层面的问题开始，”Barros说。Gensler认为应“立刻采取行动而非等待完美时刻”，鉴于投资人已经要求更多关标的公司的细节信息。
Gensler提供了关于SEC七月商谈的洞见。从Barros的角度看，这些很可能是关于SEC 基于气候相关改革的重要部分。
- 必须要求，一贯的、可比的信息披露，并且要求对投资人是有助于决策的
- 可选要求，这些细节必须正式地被纳入信息披露文档（Form 10K-secutities filings，SEC每年统计的公开交易的公司名单）
- 定性披露，例如，公司领导人如何管理气候相关风险和机遇，以及上述管理如何融入公司策略
- 定量披露，例如，关于温室气体排放的指标，气候变化或改善相关指标所产生的财务影响，包括：
- 范围1：由公司直接产生的排放
- 范围2：由公司购买的电力、蒸汽、热力、冷却等能源产生的温室气体排放
- 尽管不太可能，监管正在考虑规范范围3的信息披露，范围3由公司的供应商或客户所产生的排放
Barros 补充道，SEC也可能发布关于特定行业衡量标准的要求，包括场景分析，以探讨商业如何应用于物理、法律、市场、经济相关的改变。
上述衡量标准将包括气候变化相关的物理风险，以及公司声称对环境所做贡献相关的转移风险，或是关于操作的立法范围内的法律要求。
谈到承诺，Barros希望在以下方面提升透明度：
- “净额为零”（Net-zero commitment），或者适用于公司所在地的立法框架的其他气候承诺
- SEC也在决定，让投资人知道如何更好地完成目标需要哪些数据和指标
同时，为了掣肘温室效应，SEC成立了22人的气候及ESG任务小分队，专门寻找不合适的陈述，及现有规范下哪些材料与气候风险的要求有差距的。这种关注度的增加，很可能于明年春天之前，引起基金领域额外的信息披露提议，Barros认为。
“欧洲毫无疑问在这方面前进地比美国更加激进” 她说，基于Gensler的评论， SEC将只关注哪些对于美国市场是合适的。
如果Gensler本周先于参议院银行委员会（the Senate Banking Committee）是一种信号，那么，他打算为金融业索赔带来彻底的检查的事情，就是毫无争议的正确决策了。
“SEC已然见证越来越多的基金自称绿色、可持续和低碳”，Gensler称，“我已经要求工作人员多维度考虑，上述宣称背后需要哪些信息，以及如何保证公众拥有那些足以让他们理解投资决策以选择基金”。
下载数据“新能源整车估价”
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Bloomberg News Original
U.S. Senator Elizabeth Warren urged the Federal Reserve to break up Wells Fargo, forcing the bank to separate its traditional banking and Wall Street businesses. The demand comes as the embattled lender faces fresh regulatory action and a $250 million fine. “Every single day that Wells Fargo continues to maintain these depository accounts is a day that millions of customers remain at risk of additional negligence and willful fraud,” the Massachusetts Democrat said. “The only way these consumers and their bank accounts can be kept safe is through another institution—one whose business model is not dependent on swindling customers for every last penny they can get.” —David E. Rovella
Bloomberg is tracking the coronavirus pandemic and the progress of global vaccination efforts.
Here are today’s top stories
There was bad news for inflationary doomsayers on Tuesday as the U.S. consumer price index (CPI) increased by only 0.3%, less than projected by economists. Treasuries rallied and stocks declined. Blake Gwinn, a strategist at RBC Capital Markets, said “the continued rally in Treasuries is due to speculation that some people have that the CPI data pushes off the Fed” plan to curtail emergency economic support for the U.S. economy. Here’s your markets wrap.
The latest version of the Biden economic plan released by House Democrats may come as a relief to the rich and corporations, since it scales back many of the president’s proposals to raise taxes on companies and rich investors. But lawmakers did include an element the White House left out—one that may cause significant pain for the heirs of those rich folks.
Redwood Materials, the battery recycling company created by Tesla co-founder J.B. Straubel, has been keeping a big secret: It isn’t really a recycling company. Straubel’s broader goal is to move a huge chunk of the battery-component industry out of Asia and into the U.S.
Covid-19 killed 640 fully vaccinated people in England in the first half of the year, or 1.2% of all confirmed coronavirus deaths during that period. The World Health Organization said talks are underway with India for a resumption of vaccine exports to African countries. Roche said it sees a high likelihood that Covid-19 will become seasonal and endemic, with 200 million to 500 million new infections each year. Approximately 9,000 people were confirmed to have died from the pathogen yesterday alone, though the actual number is likely higher. Of that number, about 1,900 were Americans. Here’s the latest on the pandemic.
The network that underpins one of the fastest-rising cryptocurrencies is having problems validating transactions.
The pass rate for the first level of the chartered financial analyst exam dropped again to the lowest since testing began in 1963.
Apple unveiled a new line of iPhones Tuesday, looking to entice consumers with improvements to the camera and processor. Now the price wars begin: AT&T is offering the new iPhone 13 Pro free to new and existing customers who have qualifying trade-ins and unlimited data plans, a deal worth up to $1,000. Verizon and T-Mobile are throwing in some tempting offers, too.
Apple’s iPhone 13 Source: Apple Inc.U.S. Senator Elizabeth Warren urged the Federal Reserve to break up Wells Fargo, forcing the bank to separate its traditional banking and Wall Street businesses. The demand comes as the embattled lender faces fresh regulatory action and a $250 million fine. “Every single day that Wells Fargo continues to maintain these depository accounts is a day that millions of customers remain at risk of additional negligence and willful fraud,” the Massachusetts Democrat said. “The only way these consumers and their bank accounts can be kept safe is through another institution—one whose business model is not dependent on swindling customers for every last penny they can get.” —David E. Rovella
Bloomberg is tracking the coronavirus pandemic and the progress of global vaccination efforts.
Here are today’s top stories
There was bad news for inflationary doomsayers on Tuesday as the U.S. consumer price index (CPI) increased by only 0.3%, less than projected by economists. Treasuries rallied and stocks declined. Blake Gwinn, a strategist at RBC Capital Markets, said “the continued rally in Treasuries is due to speculation that some people have that the CPI data pushes off the Fed” plan to curtail emergency economic support for the U.S. economy. Here’s your markets wrap.
The latest version of the Biden economic plan released by House Democrats may come as a relief to the rich and corporations, since it scales back many of the president’s proposals to raise taxes on companies and rich investors. But lawmakers did include an element the White House left out—one that may cause significant pain for the heirs of those rich folks.
Redwood Materials, the battery recycling company created by Tesla co-founder J.B. Straubel, has been keeping a big secret: It isn’t really a recycling company. Straubel’s broader goal is to move a huge chunk of the battery-component industry out of Asia and into the U.S.
Covid-19 killed 640 fully vaccinated people in England in the first half of the year, or 1.2% of all confirmed coronavirus deaths during that period. The World Health Organization said talks are underway with India for a resumption of vaccine exports to African countries. Roche said it sees a high likelihood that Covid-19 will become seasonal and endemic, with 200 million to 500 million new infections each year. Approximately 9,000 people were confirmed to have died from the pathogen yesterday alone, though the actual number is likely higher. Of that number, about 1,900 were Americans. Here’s the latest on the pandemic.
The network that underpins one of the fastest-rising cryptocurrencies is having problems validating transactions.
The pass rate for the first level of the chartered financial analyst exam dropped again to the lowest since testing began in 1963.
Apple unveiled a new line of iPhones Tuesday, looking to entice consumers with improvements to the camera and processor. Now the price wars begin: AT&T is offering the new iPhone 13 Pro free to new and existing customers who have qualifying trade-ins and unlimited data plans, a deal worth up to $1,000. Verizon and T-Mobile are throwing in some tempting offers, too.
Apple’s iPhone 13 Source: Apple Inc.
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