摩根大通CEO戴蒙：我们应当以每年3%的增长率为目标。 ...

摩根大通CEO戴蒙表示，我们应该力争实现每年3%的经济增长。(新浪财经) ...

智通财经5月31日电，摩根大通CEO戴蒙称，将会看到债券市场出现裂痕；对利率升至5%已做好充分准 备。 ...

摩根大通CEO戴蒙：我们对利率升至5%已做好充分准备。 ...

摩根大通CEO戴蒙：完成税收法案，然后专注于其他增长杠杆。 ...

美国政府当然应该设法提高效率。 （国会山）应当通过税收立法草案，然后将注意力转向其他增长议题。 摩根大通CEO戴蒙在"里根国家经济论坛"表示：美国"绝对"应当对套利交易征税。 美国还不应该允许大幅度的州和地方政府税收（SALT）减免/抵扣。 ...

Investment Rating - The report holds a bullish/widening bias for the Japan Rates market, specifically for JGB futures rollover transactions [1][11]. Core Insights - Market activity is expected to focus on rollover transactions as the last trading day approaches, with a modest bullish/widening bias anticipated on the calendar spread [2][4]. - The theoretical value of the calendar spread as of May 29 was estimated at 60.8 sen, which is 4.8 sen higher than the actual market close of 56.0 sen [11][44]. - The report forecasts the trading range of the calendar spread to be between 51 and 66 sen, with a close at 56 sen on May 29 [44]. Summary by Sections Rollover Analysis - The JBM5 and JBU5 futures contracts are expected to see concentrated market activity in rollover transactions as the last trading day nears [2][4]. - The calendar spread is expected to rise as short rollovers predominate, reaching the upper bound of the anticipated range before declining as long rollovers occur [44]. Positioning - Foreign investors were estimated to be net long around 1,300 contracts, while domestic investment trusts were net short by approximately 8,000 contracts as of May 23 [17][22]. - The positioning of CTAs is significant, as they hold relatively large short positions, which could lead to a bullish/widening bias on the calendar spread [21][45]. CTD Bonds and Scarcity - The CTD bonds for the JBM5 and JBU5 futures contracts are JB367 and JB368, with the Bank of Japan holding 86% and 87% of these bonds, respectively, indicating a neutral bias on the calendar spread due to scarcity [35][36]. - The CTD spread between JB368 and JB367 closed at around 3bp, which is expected to remain stable, contributing to a neutral impact on the calendar spread [37][43]. Delta and Sensitivity - A 1bp parallel shift in the yield curve results in a 0.295 sen sensitivity of the calendar spread, indicating a neutral bias overall [7][43]. - Even with a 3bp parallel shift in the yield curve, the calendar spread is expected to widen by less than 1 sen, reinforcing the neutral outlook [43].

中国贸促会于5月30日举行例行新闻发布会。中国贸促会新闻发言人赵萍出席，介绍相关情况并 回答媒体提问。 责编：李丹 校对： 刘星莹 版权声明 记者提问：上周，美国摩根大通集团董事长兼首席执行官杰米·戴蒙访华，并表示愿继续深耕中国资本市场， 中国贸促会对此有何评论？ 赵萍指出，美国摩根大通集团董事长兼首席执行官杰米·戴蒙于近期访华。国务院副总理何立峰会见戴蒙，强 调欢迎包括摩根大通集团在内的美资企业持续深化对华互利合作。戴蒙积极评价美中经贸会谈成果，表示愿 继续深耕中国资本市场，更好服务跨国公司来华展业和中国公司海外发展。戴蒙在与任鸿斌会长会见时也表 示，看好中国经济发展前景，愿加强与中方伙伴合作。 赵萍表示，无独有偶，在同期举行的2025年全球贸投资促进峰会（GTIS）上，美国工商界人士踊跃出席，他 们的态度与戴蒙完全一致。中国美国商会会长何迈可表示，美国企业会持续投资中国，参与中国经济增长和 创新之中；美国大豆出口协会大中华区首席代表张晓平说道，要和中国携手，与中国不断满足全体人民对美 好生活向往的机遇同行；美国谷物协会中国区总监曼努埃尔·桑切斯指出，中国是非常重要的市场，美国谷物 协会希望与中国市场共同进 ...

Group 1 - JPMorgan's stake in China Pacific Insurance has decreased from 7.27% to 6.55% as of May 26 [1] - The average share price during this period was 15.1359 HKD [1]

新浪期货 根据交易所数据，截至5月30日收盘主力合约低硫燃料油2508,涨跌-3.24%,成交量10.44万手，持仓数据显示前20席位呈现 净空，差额头寸为3093手。 低硫燃料油期货全合约总计成交19.63万手，比上一日新增3.36万手。全合约前20席位多头持仓5.64万手，比上一日减少1.17万手。 全合约前20席位空头持仓5.59万手，比上一日减少8666手。 根据合并数据显示，多头前三席位为国泰君安，总持仓6905、中信期货，总持仓6362、东证期货，总持仓5571；空头前三席位为 国泰君安，总持仓7375、东证期货，总持仓6514、永安期货，总持仓4084； 主力合约前20席位中，多头增仓前三名分别是：永安期货、持仓1753、增仓920，南华期货、持仓965、增仓824，华泰期货、持仓 2146、增仓299；多头减仓前三名分别是：乾坤期货、持仓1716、减仓-3048，国泰君安、持仓5649、减仓-1187，中信期货、持仓 4927、减仓-923； 主力合约前20席位中，空头增仓前三名分别是：摩根大通、持仓2926、增仓847，东证期货、持仓3584、增仓657，国泰君安、持 仓5805、增仓635 ...