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整理:每日全球外汇市场要闻速递(5月16日)
news flash·2025-05-16 07:16

Group 1: Federal Reserve Insights - Federal Reserve Chairman Powell indicated that the Fed is adjusting its overall policy framework, stating that zero interest rates are no longer a baseline scenario and that there is a need to reconsider the language around labor market slack and average inflation rates, with April PCE expected to drop to 2.2% [1] - Fed official Barr warned that while the U.S. economic fundamentals are solid, supply chain disruptions related to tariffs could lead to slower economic growth and rising inflation [1] - Barclays revised its forecast for U.S. economic growth from -0.3% to 0.5%, no longer expecting a recession in the second half of 2025 [1] Group 2: Global Economic Forecasts - Goldman Sachs raised its GDP growth forecast for South Korea in 2025 from 0.7% to 1.1% and for Vietnam from 5.3% to 5.5% [3] - The Bank of Mexico cut its interest rate by 50 basis points to 8.50%, with an expected average core inflation rate of 3.4% for the fourth quarter, up from a previous forecast of 3.3% [3] Group 3: Currency and Trade Developments - Reports suggest that the U.S. is considering unilaterally modifying its trade agreement with Japan during tariff negotiations [4] - The People's Bank of China conducted a 7-day reverse repurchase operation of 1,065 billion yuan at a rate of 1.40%, unchanged from previous levels [4] - Japan's first-quarter GDP fell short of expectations, leading markets to anticipate a delay in interest rate hikes by the Bank of Japan [4] - European Central Bank Governing Council member Kazaks stated there is no need to rush into rate cuts, indicating that market expectations for the next meeting are appropriate [4] - Barclays adjusted its Eurozone economic growth forecast from -0.2% to 0%, while cautioning that uncertainty risks remain [4]