日本经济再生大臣赤泽亮正：日本在要求取消美国关税方面的立场保持不变。 ...

Group 1 - The Bank of Japan's policy committee member Asahi Noguchi believes there is no need for the central bank to intervene in the bond market despite recent significant increases in ultra-long-term bond yields, describing the volatility as "rapid but not unusual" [1] - Noguchi emphasizes the necessity to pause interest rate hikes until the impact of U.S. tariffs on the economy becomes clearer, indicating that current economic uncertainty makes rate adjustments meaningless [1][3] - The recent rise in ultra-long-term bond yields has reached historical highs, influenced by political calls for large-scale fiscal spending, while short-term bond yields remain stable due to reduced expectations for rate hikes [1][2] Group 2 - The Bank of Japan exited its large-scale stimulus program last year, which included maintaining bond yields around zero, and raised the short-term policy rate to 0.5% in January, citing progress in achieving the 2% inflation target [2] - In the upcoming policy meeting, the Bank of Japan will conduct a mid-term evaluation of its bond reduction plan and consider strategies for after April 2026, with Noguchi suggesting no major adjustments are necessary at this time [3] - Concerns over global economic slowdown due to U.S. tariffs have led the Bank of Japan to significantly lower its growth forecasts, raising questions about the sustainability of wage increases supporting consumption and the overall economy [3]

日本央行审议委员野口旭：尽管美国关税政策的不确定性仍存，但市场正逐渐恢复一些平静，对日本经 济的影响仍在观察之中。 ...

Group 1 - Japan's Finance Minister Kato Katsunobu confirmed existing views on foreign exchange issues with US Treasury Secretary Yellen [1] - No discussions were held regarding the level of foreign exchange rates with Yellen [1] - Kato reiterated that foreign exchange should be determined by the market [1] Group 2 - There is potential for in-depth discussions on basic views regarding foreign exchange policy [1] - Kato expressed extreme regret over US tariffs [1] - Ongoing dialogue with Yellen on bilateral issues will continue [1] Group 3 - There was no direct discussion with Yellen regarding US Treasury bonds [1]

日本财务大臣加藤胜信：告诉贝森特美国关税令人遗憾。 ...

日本财务大臣加藤胜信：美国关税政策正在制造不确定性。 ...

Core Viewpoint - The European Central Bank (ECB) is nearing its 2% inflation target, driven by a stronger euro and declining energy costs [1] Group 1: Economic Factors - The strengthening of the euro is contributing to downward pressure on consumer prices in the Eurozone [1] - Decreasing energy costs are also playing a significant role in the reduction of inflation [1] Group 2: Inflation Outlook - The overall impact of U.S. tariffs on inflation remains uncertain, but there is a possibility that it could eventually lead to a slowdown in price increases [1]

继续关注美国关税政策，特朗普是否干预中东局势，黄金上方压力3350？点击观看金十研究员文成直播 分析 相关链接 ...

Core Insights - The German Economic Expert Committee predicts that the German economy will stagnate in 2025, with a growth of 1.0% expected in 2026 [1] - The main factors influencing the German economy are the U.S. tariff policies and the new government's fiscal spending package [1] - The average consumer price inflation rate in Germany is expected to be 2.1% in 2025, slightly decreasing to 2.0% in 2026 [1] Economic Forecast - The forecast indicates that if the predictions hold true, it will mark the third consecutive year of no growth for the German economy, following GDP contractions of 0.3% in 2023 and 0.2% in 2024 [1] - The spring forecast report led by former German Economic Minister Robert Habeck also anticipated stagnation in 2025 [1]

美国关税政策再度传来新变数。 据CNN消息，当地时间5月18日，美国财政部长贝森特发出严厉警告称，若各国不"本着诚意谈判"，美国将恢复4月2日宣布的最高关税水平。 图源：CNN 侵删 贝森特表示，鉴于90天的关税暂缓期即将结束，美国将与18个"重要"的贸易伙伴达成协议。至于其余国家和地区，将可能以大区域划分统一征税。 据报道，各国将收到信函，明确说明如果不认真谈判将面临的最高关税率。但没有透露关税何时会恢复到"对等"税率。 此前，5月16日，美国总统特朗普曾表示，未来两到三周内，美国可能会单方面对许多贸易伙伴设定新的关税税率。特朗普称，美国缺乏与所有贸易伙伴 通过谈判达成协议的能力。 特朗普说："虽然有150个国家希望达成协议，但不可能与所有国家会面。我认为我们会给出公平的税率，想要与那么多国家见面并谈判是不可能的。" 特朗普曾于4月2日宣布对近乎所有进口商品征收10%基本关税，同时对数十个贸易伙伴加征"对等关税"，一度引发全球金融市场剧烈动荡。 此后特朗普宣布暂缓90天执行高额"对等关税"，但10%的基本关税继续有效。 据悉，目前，美国除了与英国迅速达成协议，以及与中国达成新关税税率外，与欧盟、日本和韩国等 ...