3分钟看清五一全球要闻

Global Macro Overview - During the May Day holiday, overseas risk assets showed signs of recovery, with major stock indices in the US, Asia, and Europe experiencing gains. The S&P 500, Nasdaq, and Dow Jones rose by 2.9%, 3.4%, and 3.0% respectively [3][8] - Oil prices fell significantly due to supply shocks, with WTI and Brent crude dropping by 7.5% and 8.3% respectively [3][14] - The US dollar index saw a slight increase of 0.5%, while major currencies like the euro, pound, and yen depreciated against the dollar [12] US Economic Data - The second round of trade negotiations between the US and Japan did not yield significant breakthroughs, although some agreements were reached on agricultural quotas and automotive inspections [4][18] - The US economy unexpectedly contracted in Q1 2025, with a GDP growth rate of -0.3%, primarily due to increased imports and inventory accumulation [25][27] - April's non-farm payrolls exceeded expectations, adding 177,000 jobs, with notable improvements in transportation and warehousing sectors [35][36] Domestic Trends - During the May Day holiday, domestic travel remained high, with cross-regional travel volume increasing by 5.7% year-on-year, reflecting a significant rise in public transport usage [6] - There was a notable increase in cross-border and county-level tourism, with domestic flights up by 3.6% compared to the Spring Festival [6] - The central political bureau held a meeting to discuss policies aimed at expanding domestic demand and stabilizing employment, emphasizing the need for timely policy adjustments [7]