英国驻联合国大使：呼吁各方保护平民，强调保持克制。 ...

Core Viewpoint - The Director General of the International Atomic Energy Agency (IAEA), Grossi, calls for maximum restraint in the current geopolitical climate [1] Group 1 - The IAEA emphasizes the importance of maintaining stability and avoiding escalation in nuclear-related tensions [1] - Grossi's statement reflects concerns over potential conflicts that could arise from nuclear proliferation [1] - The agency's role is crucial in monitoring and ensuring compliance with nuclear safety and security measures [1]

Core Viewpoint - German Chancellor Merz urged Israeli Prime Minister Netanyahu to adopt a moderate and restrained approach in addressing the issue of Iran [1] Group 1 - The conversation between German Chancellor Merz and Israeli Prime Minister Netanyahu focused on the Iranian issue [1] - The call for moderation and restraint indicates a diplomatic approach to regional tensions [1]

证券研究报告 | 2025年06月18日 水线下的冰山 "政策克制+需求前置"下的预期差 经济研究 · 宏观专题 证券分析师：田地 证券分析师：李智能 证券分析师：董德志 0755-81982035 0755-22940456 021-60933158 tiandi2@guosen.com.cn lizn@guosen.com.cn dongdz@guosen.com.cn S0980524090003 S0980516060001 S0980513100001 请务必阅读正文之后的免责声明及其项下所有内容 贸易战：已非核心叙事 请务必阅读正文之后的免责声明及其项下所有内容 • 今年3月以来，我国出口增速逐月回落，分别为12.3%、8.1%、4.8% • 但实际出口规模稳定，位于3000亿美元中枢附近，顺差情况类似 • 结构上看，对美出口显著萎缩，分别为9.1%、-21.0%、-34.5% • 转口贸易对冲明显，美国盟友对华进口上升 缘由一：短期冲击可控 缘由一：短期冲击可控 图：我国出口规模维持平稳 资料来源：Macrobond、国信证券经济研究所整理 请务必阅读正文之后的免责声明及其项下所有内容 图：对美 ...

法国总统马克龙呼吁各方保持克制。 ...

英国外交大臣拉米：英国呼吁中东地区保持外交努力并维持克制，目前建议避免前往以色列。 ...

法国外长：法国呼吁各方保持克制，避免局势升级。 ...

有些事情，来得总比预期得快。 尽管很早就知道交银施罗德基金总经理谢卫今年要退休了，但看到他辞任总经理的公告时，还是有点猝不及 防，或者说，我内心希望这一天能晚些到来。 谢卫是完整见证中国公募基金27年成长历程的"元老"，也曾经是基金行业唯一的全国政协委员。熟悉他的媒体 朋友们，私下里喜欢称他为"老谢"，对他的整体印象，喜欢用"有趣"这两个字来形容。 于公募基金行业，谢卫几乎参与了所有重大的历史节点，而且为之奉献了自己整个职业生涯的激情和理想。有 人说，他是基金行业为数不多的理想主义者，但我更想用"卫士"来形容他，卫行业初心不移、卫交银市场化不 懈。 从1997年首届基金培训班"东莞会议"，到1998年"老十家"之一富国基金的筹建；从前20年基金行业的草莽生 长，到最近几年的发展阵痛，谢卫都亲身亲历、如数家珍。参加公司内外部会议，他从不带演讲稿，无论是行 业发展还是具体业务，他都能信手拈来，说到行业的瞩目成就或重大遗憾，他还会动情，在烟雾缭绕中和你滔 滔不绝聊上四五个小时。 毫无疑问，他无比热爱公募基金这个行业，更为难得的是在历经风雨之后仍对这个行业怀有赤子之心。 笔者印象最深的，是他曾在公募基金狂飙式发展的前 ...

Core Points - Germany has officially deployed a large-scale permanent military presence overseas for the first time since World War II, with the establishment of the 45th Armored Brigade in Lithuania [1][2] - This move is aimed at strengthening NATO's eastern flank and enhancing Germany's role in European security amidst increasing uncertainties in transatlantic relations [1][4] - The deployment is part of Germany's broader strategy to achieve greater defense autonomy in Europe, reflecting a significant shift from its traditional military restraint [5][6] Military Deployment - The 45th Armored Brigade, comprising approximately 5,000 troops, is set to be fully stationed in Lithuania by the end of 2027, with around 4,000 combat troops based near Vilnius [3] - German Chancellor Merz emphasized that this deployment marks a new era for the Bundeswehr, asserting Germany's commitment to NATO collective defense [2] Geopolitical Context - The deployment is seen as a response to the changing stance of the U.S. government regarding military support in Europe, highlighting Germany's realization of the need for independent security measures [4][5] - Analysts view this as a strategic posture to reassure NATO's eastern members, particularly given the vulnerabilities in the Suwalki Corridor, which connects Lithuania to Poland [3][5] Domestic Controversies - There is domestic debate in Germany regarding the significant increase in military spending and the expansion of defense responsibilities, which may pose challenges for the Merz government [6][7] - The recent amendment to the Basic Law allows for increased defense spending, but there are concerns about the implications of increased public debt and the potential backlash from opposition parties [7]

美联储威廉姆斯：事实证明，劳动力市场具有韧性。 美联储需要平衡实现两个目标。 支出持稳，但消费者有所克制。 ...