波兰央行官员Wnorowski：利率可能在7月或秋季下调，具体取决于央行的通胀预测。6月份利率不太可 能发生变化。 ...

Group 1 - The Australian Bureau of Statistics reported a 0.9% increase in the wage price index for Q1, slightly above the market expectation of 0.8% [1] - The wage growth was primarily driven by government pay increases for care workers, particularly one-off bonuses for childcare and aged care staff [1] - Private sector wage growth remains weak, indicating that despite a tight labor market, it has not prevented the Reserve Bank of Australia from considering interest rate cuts [1] Group 2 - Investors widely expect the Reserve Bank of Australia to lower the interest rate by 25 basis points to 3.85% in the upcoming meeting on May 20 [1] - The year-on-year wage price index growth for Q1 rose from a two-year low of 3.2% to 3.4%, exceeding market expectations [1] - Public sector wage growth surged to 3.6%, reversing a significant decline from the previous quarter, while private sector wage growth remained at 3.3%, well below the peak of 4.2% expected in 2024 [1] Group 3 - Upcoming labor data for April is expected to show a steady increase of about 20,000 jobs, with the unemployment rate holding at 4.1% [2] - Despite some broad labor cost indicators rising, productivity growth remains disappointingly weak, which could threaten progress in controlling inflation [2] - The overall inflation rate for Q1 was 2.4%, with the key core inflation measure's year-on-year growth slowing to 2.9%, the lowest level in three years, returning to the RBA's target range for the first time since the end of 2021 [2]

技术面：21天布林带区间扩大，5、10和21天移动均线下滑，日线动能指标呈现矛盾，尽管欧元对美元 汇率出现反弹，但格局仍偏空，若收在21天移动均线1.1323上方，则下行趋势将结束，欧元走势初步支 撑在周一低点1.1065和3月/4月涨势61.8%回档位1.1053，初步阻力在本周高点1.1242和上周高点1.1380， 今日主要期权到期位在1.1175和1.1200。 欧洲央行管委维勒鲁瓦表示，鉴于贸易紧张局势并未加剧该地区的通胀，该央行到夏季可能会再次下调 借贷成本。维勒鲁瓦在地区媒体EBRA周二发布的采访中表示，"特朗普政府的保护主义将导致美国重 新出现通胀，但在欧洲不会如此，这无疑使得现在到夏季之间再度降息成为可能。"特朗普关税对欧元 区二十国的影响将塑造欧洲央行的利率路径。自2024年6月以来，该央行已七次下调利率。尽管一些官 员支持下个月再次行动，并对未来进一步行动持开放态度，但另一些人则敦促谨慎行事，指出未来可能 存在通胀风险。欧洲央行接下来将于6月6日和7月24日举行货币政策会议。 周三（5月14日）亚洲时段，欧元/美元延续涨势，最新欧元兑美元汇率报1.1187，涨幅0.02%，目前该 货币对 ...

欧洲央行管委卡扎克斯：如果CPI朝着2%的水平靠拢，我认为利率将逐步下调。 ...

标普500指数自4月低点已反弹18%，眼看就要进入技术性牛市。 高盛交易员指出市场经历了一场轮回：年初的乐观情绪在三四月被恐慌取代，但如今股指又 回到了原点。这轮过山车行情中，真正的赢家只有散户——他们成了唯一的"逢低买入"主力 军。 但高盛发出 警告， 美国经济衰退风险正在逼近。而 衰退一旦发生，可能会迫使美联储从当 前水平下调利率多达200个基点。 从短期来看，美股仍面临"下行风险不对称"的局面。 接下来如何进行投资布局对冲风险？ 每一个细微的市场信息都能成为决胜的关键！ 除了必须要看的美股研究社外， 这几个硬核账号也可以赶紧关注起来： 老徐聊海外 十年美股期权玩家，从财报套利到组合风控，只讲能落地的实战策略： 各类套利、波动率交易等策 略拆解，期权链深度分析，以及美股中线交易。 每周实盘复盘 + 干货输出，适合想系统学美股和期 权的投资者。 周期雪爷 点击名片关注啦 对于短线情绪流和主升感兴趣，想精准踏准柿场节奏的可以关注"周期雪爷"。一位职业女选手，擅长情 绪和趋势周期。对大A短线和主升方面有一定深入研究。 价投老鬼 关注价值投资的朋友可以关注。不追涨杀跌，专注企业价值与长期福利。作者曾亲历多次财富大 ...

RealEstate网站5月9日报道，最新调查显示，澳洲民众对房地产市场的信心在连续 3个季度下跌后出现 大幅反弹。与此同时，澳洲最大银行之一预测利率将回归至疫 情时期水平。 周五发布的NABResidential Property Index指出，今年3月，该指数"大幅上涨至 远超平均水平的40点， 此前连续3个季度呈下降趋势"。 预计未来12个月内该指数将 达到51点，未来两年将达到54点。 澳洲国民银行（NAB）首席经济学家Sally Auld预计，利率下调将支撑经济增长， 澳洲经济将实现'软着 陆'。 今年下半年的通胀率将稳定在澳联储目标区间的中间水 平，失业率将保持在4.5%以下。 （图片来源：RealEstate） "也就是说，全球经济正面临逆风，全球增长放缓可能对澳洲经济增长产生负面影 响，同时也会起到抑 制通胀的作用。这意味着澳联储需要更快实现利率正常化，并 进一步降低利率以提供额外支持。" "因此，我们现在预计澳联储将在8月前将现金利率降至3.1%，并在2026年初降至 2.6%。" （图片来源：RealEstate） 最新调查发现，未来12个月的房价增长预期几乎翻了一番，达到2.3%（此前 ...

Group 1 - Fujian Huadong Bank announced adjustments to personal notice deposit rates, effective May 10, 2025, with rates set at 0.8% for 1-day and 1% for 7-day deposits [1] - This marks the fourth adjustment of deposit rates by Fujian Huadong Bank since April, with significant reductions in various term deposit rates, including a 45 basis point decrease for the 3-year personal term deposit rate [3] - The bank's previous adjustments included lowering the 3-year and 5-year personal term deposit rates to 2.8% and 2.9% respectively, and various other term rates were also reduced during April [3] Group 2 - Jilin Yilian Bank adjusted its fixed-term deposit rates starting May 3, with the 2-year rate decreased from 2.4% to 2.2%, the 3-year rate from 2.6% to 2.4%, and the 5-year rate from 2.5% to 2.3%, each by 20 basis points [4] - Since April, multiple private banks have announced interest rate cuts, reflecting a broader trend in the banking sector [4] - The People's Bank of China announced a reduction in the policy rate by 0.1 percentage points, which is expected to influence the loan market quotation rate (LPR) to decrease by the same margin, prompting commercial banks to lower deposit rates accordingly [4]

Core Viewpoint - The founder of MacroPolicy Perspectives suggests that it is "completely reasonable" for the Federal Reserve to lower interest rates by 50 basis points at some point, indicating concerns about the labor market and a potential recession [1] Labor Market Insights - Labor market data indicates that the economy is gradually slipping into a recession, highlighting the need for potential monetary policy adjustments [1]

哥伦比亚央行意外将利率下调25个基点至9.25%。 ...

Group 1: Market Overview - The report highlights that despite uncertainties in the Singapore real estate market, there are positive factors supporting its development [1][2] - Global economic conditions and geopolitical tensions are identified as significant external challenges impacting the market [2][9] - Singapore's position as a regional financial hub and government policies are seen as stabilizing factors for the real estate market [2][10] Group 2: Economic Outlook - Singapore's GDP growth is projected to decelerate to 1-3% in 2025, down from 4.0% in 2024 [5][9] - Inflation is expected to ease to 1.5-2.5% in 2025, following a decline from 4.8% in 2023 [5][19] - Interest rates in Singapore are anticipated to follow a downward trend, with projections suggesting a decrease to 3.75%-4.00% by the end of 2025 [5][21] Group 3: Office Market - The office market saw a net absorption of 1.91 million sq. ft. in 2024, the highest since 2017, driven by new Grade A office developments [28] - Vacancy rates for Core CBD (Grade A) offices decreased to 4.9% by the end of 2024, indicating a flight to quality among occupiers [30] - Core CBD (Grade A) rents are expected to grow modestly by around 2% in 2025, supported by limited supply and continued demand for high-quality spaces [39] Group 4: Industrial & Logistics Market - E-commerce and logistics sectors accounted for 39% of leasing demand in 2024, indicating resilience despite challenges [46] - An estimated 4.92 million sq. ft. of logistics supply is expected in 2025, which is about 3.9% of existing warehouse stock [53] - Average prime logistics rents rose by 1.1% to $1.87 psf per month in 2024, with expectations of stability in 2025 [54] Group 5: Retail Market - Tourism recovery is projected to continue in 2025, with visitor numbers expected to rise due to new attractions and events [62][63] - Approximately 0.50 million sq. ft. of retail space is expected to complete in 2025, significantly lower than previous years, which should support retail rents [70] - Overall average retail prime rents are expected to grow by 2-3% in 2025, recovering to pre-pandemic levels [74]