Group 1 - The core message emphasizes the need for global cooperation to maintain peace and promote development amid rising risks and changes in the world order [1] - The Chinese government announced a reduction in tariffs on U.S. imports, with the tariff rate adjusted from 34% to 10% and a temporary suspension of a 24% tariff for 90 days [6] - In April, the U.S. Consumer Price Index (CPI) rose by 2.3% year-on-year, marking the lowest level since February 2021, while core CPI remained steady at 2.8% [5][10] Group 2 - In the oil sector, U.S. crude oil inventories increased by 4.287 million barrels, while gasoline and distillate inventories decreased by 1.374 million barrels and 3.675 million barrels, respectively [10][7] - The shipping industry saw a positive sentiment with the European shipping index rising by 5.79% to 1465.2 points, driven by easing tariff concerns and expectations for the traditional peak season in July and August [28] - The stock market showed mixed performance, with technology stocks rising and the banking sector leading gains, while overall trading volume reached 1.33 trillion yuan [4][8]
全球政策协同效应或将逐步显现：申万期货早间评论-20250514
申银万国期货研究·2025-05-14 00:35