欧盟贸易和经济安全事务专员塞夫科维奇：与美国商务部长卢特尼克达成协议，将加快谈判进程。 跟踪全球贸易动向 +订阅 ...

WTO总干事恩戈齐·奥孔乔表示，全球贸易仍处于"危机"之中。 ...

Core Viewpoint - The U.S. tariff measures pose a challenge to global trade, as stated by WTO Director-General Okonjo-Iweala during her meeting with Japanese Prime Minister Kishida in Tokyo [1] Group 1: Trade Challenges and Opportunities - The current trade environment is facing severe challenges, but there are also numerous opportunities that should be leveraged to address these challenges [1] - There is a consensus between Okonjo-Iweala and Kishida on the necessity to collaboratively address issues such as the deficiencies in the WTO dispute resolution mechanism [1]

美国财长贝森特：对于更无摩擦的全球贸易乐观以对。 ...

Group 1 - The easing of global trade tensions has led to a decline in investor risk aversion, resulting in a significant sell-off of bonds and a sharp rise in government bond yields in Europe and the US on May 12 [1][2] - The Nasdaq futures rose by 3.6%, S&P 500 futures increased by 2.8%, and the Dow Jones index surged nearly 1,000 points, marking a 2.3% increase [1] - In the Asia-Pacific market, the Hang Seng Index surged by 2.98% to 23,549.46 points, the highest level since March 26, while the Hang Seng Tech Index rose by 5.16% to 5,447.35 points, the highest since April 2 [1] Group 2 - The ICE Dollar Index increased by 1.3% to 101.63, reflecting a stronger dollar against a basket of global currencies [2] - Oil prices saw a significant rise, with Brent crude oil futures increasing by 2.3% to $65.38 per barrel, and West Texas Intermediate crude oil futures rising by 2.4% to $62.49 per barrel [2] - European bonds experienced a widespread decline, with the 2-year German bond yield rising by 11.6 basis points to 1.906%, and the 10-year German bond yield increasing by 7.8 basis points to 2.631% [2][3] Group 3 - The UK bond market also saw increases, with the 2-year UK bond yield rising by 6.5 basis points to 3.971%, and the 10-year UK bond yield increasing by 5.2 basis points to 4.618% [4] - Japanese bond yields rose across the board, with the 2-year yield increasing by 6.3 basis points to 0.693%, and the 10-year yield surging by 10.3 basis points to 1.458% [4] - US Treasury yields mirrored the trends in European bonds, with the 2-year yield jumping by 11.1 basis points to 3.994%, and the 10-year yield rising by 4.9 basis points to 4.424% [5][6] Group 4 - The US Treasury issued $144 billion in two bond offerings, including $76 billion in 13-week bills and $68 billion in 26-week bills on May 12 [7] - Investors are closely monitoring upcoming economic data, including the Consumer Price Index for April and Producer Price Index and retail sales data later in the week, to assess the impact of trade tensions on the economic outlook [6]

Group 1: Conflict Overview - The India-Pakistan conflict escalated unexpectedly but ended with a comprehensive ceasefire agreement on May 10, 2023, after intense military exchanges [1][3][4] - The ceasefire was announced by both countries' officials, with military communication established to facilitate the agreement [3][4] - Despite the ceasefire, small-scale skirmishes continued in the border regions shortly after the announcement [3][4] Group 2: Military Actions - Prior to the ceasefire, India launched missile strikes on three military bases in Pakistan, marking a rare direct attack near the capital Islamabad [4][6] - In retaliation, Pakistan initiated a military operation targeting over 20 Indian military sites and claimed to disrupt 70% of India's power grid, although this was later contested [6][10] - The military actions and subsequent ceasefire negotiations highlight the precarious balance of power and the potential for escalation between the two nuclear-armed nations [8][10] Group 3: Economic Implications - The ongoing conflict poses significant risks to both countries' economies, with potential negative impacts on Pakistan's growth and fiscal stability, especially after recent IMF support [10][11] - India's economic growth is also at risk, with projections indicating a decline from 8.2% to 6.4% in the upcoming fiscal year due to the conflict and other external factors [11] - The situation underscores the importance of economic stability as a deterrent against further military escalation, as both nations are at critical junctures in their economic development [10][11] Group 4: Diplomatic Efforts - Multiple countries, including China and Saudi Arabia, are involved in diplomatic efforts to mediate the conflict, emphasizing the international community's interest in regional stability [8][10] - The involvement of over 30 countries in diplomatic negotiations indicates a broad recognition of the potential consequences of a prolonged conflict between two nuclear powers [8]

波兰中央银行：财政和监管政策是不确定性的来源。全球贸易和通胀也增加了不确定性。 ...

贵金属日报 2025-05-07 贵金属 钟俊轩 贵金属研究员 从业资格号：F03112694 交易咨询号：Z0022090 电话：0755-23375141 邮箱： zhongjunxuan@wkqh.cn 沪金涨 1.60 %，报 809.28 元/克，沪银涨 0.45 %，报 8275.00 元/千克；COMEX 金跌 0.99 %， 报 3389.40 美元/盎司，COMEX 银跌 0.24 %，报 33.30 美元/盎司； 美国 10 年期国债收益率 报 4.3%，美元指数报 99.49 ； 市场展望： 受中美贸易谈判消息影响，市场关于全球贸易及关税风险的预期有所缓和，这对于国际金价形 成短线利空因素。截至北京时间早盘 7 点，现货黄金早盘累跌 50 美元，下破 3380 美元/盎司。 昨日期货盘面以及国内黄金 ETF 的持仓表现有所分化，受到节后多头持仓回补的影响，沪金总 持仓量在节后开盘至昨日夜盘结束期间出现增加，由 41.4 万手上升至 45.1 万手，沪金主力合 约区间上涨幅度达到 3.18%。但国内黄金 ETF 的申赎净持仓量在节后表现偏弱，WIND 统计口径 下国内主要 14 个黄金 E ...

Core Viewpoint - The impact of global economic growth and global trade on Malaysia's exports will surpass the effects of currency fluctuations [1] Group 1 - Malaysia's Trade Minister emphasizes that external economic factors are more significant for export performance than local currency movements [1]

英国四十八家集团主席杰克·佩里近日接受新华社书面专访时表示，美国政府近期推出的一系列关税政 策显示，其贸易政策正从经济合作导向转向地缘政治导向，这一转变将给全球贸易带来更多不确定性。 新华社伦敦5月4日电 专访｜美关税政策加剧全球贸易不确定性——访英国四十八家集团主席杰克·佩 里 新华社记者赵修知 在谈到关税升级是否可能成为一种长期趋势时，佩里表示，局势仍有回转的空间，但这需要政治意愿和 商业现实的共同作用。他指出："历史告诉我们，保护主义结果将适得其反，长期看会削弱经济增长的 根基。" "扭转这种周期的动力并非来自理想主义，而来自基层的现实压力——来自那些无法在长期割裂中正常 运转的企业、消费者和产业。"佩里说。 关于英国经济和贸易的应对方向，佩里强调，中国是英国至关重要的贸易对象。这不仅体现在贸易规模 上，更体现在能源转型、基础设施、人工智能和高端制造等关键领域。 佩里表示，英国企业对中国的兴趣实际上在持续加深。"他们不再问'我们是否应关注中国'，而是问'我 们如何在中国建立可持续的合作关系'。这表明他们的关注已经从表层兴趣转向了深层次的战略合作。" "美国的这一举措传递出一个信号：市场逻辑正在让位于政治 ...