Group 1: Global Asset Performance - During the "May Day" holiday, global markets showed a positive trend with most major assets rising, particularly natural gas which saw a significant increase of over 10% [2] - European and Asian stock markets also performed well, with indices such as the German DAX, Nasdaq, and Nikkei 225 rising by more than 2% [2] - In contrast, oil prices fell, with NYMEX WTI crude oil decreasing by 1.68%, marking it as the worst performer among major assets during the holiday [2] Group 2: Renminbi Strength - On May 2, the offshore Renminbi surged nearly 1%, reaching a high of 7.1843, the strongest level in nearly six months [5] - The maximum increase over two trading days exceeded 900 points, indicating strong market momentum [5] Group 3: Economic Indicators - The "May Day" holiday saw record-high travel data, with nationwide railway passenger volume exceeding 23.11 million on May 1, a historical peak [7] - The Chinese Ministry of Commerce noted ongoing discussions with the U.S. regarding tariff negotiations, suggesting potential easing of trade tensions [7] - Foreign investment in Renminbi-denominated bonds increased significantly, with net purchases reaching $33.2 billion from April 1 to 18, driven by China's stable macroeconomic environment [7] Group 4: U.S. Job Market - The number of initial jobless claims in the U.S. rose to 241,000, surpassing expectations and indicating potential layoffs due to tariffs impacting the economy [8] - This data comes ahead of the Federal Reserve's upcoming meeting, where it is widely anticipated that interest rates will remain unchanged [8] Group 5: Oil Production Increase - On May 5, international crude oil prices fell sharply as OPEC announced plans to increase production by 411,000 barrels per day starting in June, marking the second consecutive month of higher-than-expected output [11] Group 6: Berkshire Hathaway Shareholder Meeting - The annual Berkshire Hathaway shareholder meeting featured discussions on the current state of the U.S. economy, trade wars, and overseas investment opportunities, with insights from Chairman Warren Buffett [13] Group 7: Apple Product Launch - Reports suggest that Apple plans to adjust its iPhone release schedule, potentially introducing its first foldable iPhone alongside the iPhone 18 Pro series in 2026 [15]
6件重磅大事影响节后市场!
Wind万得·2025-05-05 22:30