Group 1 - The U.S. employment market showed unexpected weakness with only 37,000 jobs added in May, the lowest since March 2023, falling short of the expected 114,000 jobs [4] - The ADP employment report has raised expectations for interest rate cuts by the Federal Reserve, with President Trump urging for a rate cut in response to the disappointing employment data [4][3] - The latest ISM services PMI index for May fell to 49.9, indicating contraction for the first time in a year, suggesting that tariff policies are impacting demand and inflation [5] Group 2 - Wall Street institutions are adjusting their outlooks for the U.S. stock market, with Barclays raising its S&P 500 year-end target from 5900 to 6050, citing reduced trade uncertainty and expectations for normalized earnings growth [6] - Deutsche Bank and Royal Bank of Canada also raised their S&P 500 targets, with Deutsche Bank increasing its target from 6150 to 6550, and Royal Bank of Canada from 5550 to 5730, reflecting a more optimistic view on the market [6] Group 3 - President Trump announced a comprehensive travel ban for citizens from 12 countries, including Afghanistan and Iran, as part of national security measures [11] - Additional restrictions were placed on citizens from seven other countries, with certain exemptions for specific groups [12]
再添变数,黄金一波升势
Jin Tou Wang·2025-06-05 09:41