新华财经纽约5月15日电（记者刘亚南）由于当日公布的多个美国宏观经济指标引起担忧，15日美元兑 除欧元以外的一揽子货币走低，美元指数在隔夜市场下跌，当日上午弱势震荡，午后窄幅盘整，尾盘时 美元指数下跌。 鲍威尔说，美国可能在进入一个供应冲击更频繁并可能持续更久的阶段，这对经济和央行而言是一个困 难的挑战。 欧盟统计部门在15日早些时候发布的初步数据显示，欧元区一季度GDP环比增速为0.3%，低于市场预 期的0.4%，前一季度数据则从0.2%修订为0.4%。欧盟一季度GDP同比增幅为1.2%，与市场预期和前一 季度数值一致。 截至纽约汇市尾市，1欧元兑换1.1178美元，低于前一交易日的1.1178美元；1英镑兑换1.3299美元，高 于前一交易日的1.3264美元。 1美元兑换145.68日元，低于前一交易日的146.72日元；1美元兑换0.8362瑞士法郎，低于前一交易日的 0.8426瑞士法郎；1美元兑换1.3966加元，低于前一交易日的1.3976加元；1美元兑换9.7397瑞典克朗，低 于前一交易日的9.7572瑞典克朗。 美国劳工部当日早间发布的数据还显示，美国4月份生产者价格指数环比下降0.5%， ...

在一系列经济报告出炉后，美国国债延续涨势，交易员加大了对美联储降息的押注。美元继续走低。 值得注意的是，沃尔玛(WMT.US)在公布稳健的第一季度业绩后警告称，由于关税和日益加剧的经济动 荡，预计将在本月开始提高部分商品价格。 对于提价的公司来说，风险在于此举可能导致销售损失。然而，不提价则会对利润率构成风险。许多公 司也在寻求其他方法来削减成本或努力提高生产率。 虽然关税可能会推高成本，但许多大宗商品价格低迷可能有助于缓解生产商的压力。 4月份支付给美国生产商的价格意外下跌，降幅为5年来最大，这在很大程度上反映了利润率的下滑，表 明企业正在承受关税上调带来的部分冲击。美国劳工统计局周四公布的数据显示，生产者价格指数 (PPI)下降0.5%，经济学家预测为增长0.2%。剔除食品和能源后，PPI下降0.4%，为2015年以来最大降 幅。 剔除食品、能源和贸易后，PPI下降0.1%，为五年来首次下跌。许多经济学家更关注这一波动性较小的 指标。与去年同期相比，该指标上涨了2.9%。 这些数据表明，美国制造商和服务提供商迄今为止尚未将美国提高的进口关税转嫁给消费者。尽管生产 商正感受到美国对进口材料和其他投入品征收高 ...

Group 1 - The article discusses the shift in policy focus from merely stimulating consumption to increasing residents' income, indicating a significant change in economic strategy [6][8] - It highlights that wages for management positions have been raised, with an increase from 11,000 yuan to 12,000 yuan per month, reflecting a broader trend of wage growth within the system [6] - The article notes that the minimum basic pension for rural residents will increase from 123 yuan to 143 yuan per month by 2025, impacting approximately 85 million rural insured elderly [6] Group 2 - The consumer price index (CPI) has shown a weak performance, with a year-on-year increase of only 0.2% in 2023, which is significantly below the target set for 2024 [8] - The article emphasizes that merely stimulating consumption through policies has proven insufficient to meet planned targets, leading to the decision to focus on directly increasing residents' income starting in 2025 [8][10] - It discusses the dual approach to increasing residents' income, which includes market-driven distribution led by enterprises and fiscal-driven social distribution, highlighting the importance of both strategies [10] Group 3 - The article raises concerns about the sustainability of economic growth, questioning whether GDP growth is genuinely beneficial or merely a result of increasing debt levels [11] - It suggests that the effectiveness of policies aimed at increasing residents' income will depend on the efficiency of the economy and the tools available for implementation [10][11] - The need for a fair social distribution system is emphasized as a key component of improving residents' income and overall economic health [10]

新西兰4月食品价格指数年率 3.7%，前值3.5%。 ...

新西兰4月食品价格指数月率 0.8%，前值0.50%。 ...

申万期货原油甲醇策略日报-20250514 申银万国期货研究所 董超 （从业编号F3030150 交易咨询号Z0012596） dongchao@sywgqh.com.cn 021-50583880 | | 原油 | SC近月 | SC次月 | WTI近月 | WTI次月 | Brent近月 | Brent次月 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 前日收盘价 | 479.5 | 470.5 | 61.96 | 61.53 | 66.60 | 66.10 | | | 前2日收盘价 | 482.3 | 472.6 | 61.06 | 60.58 | 64.99 | 64.55 | | | 涨跌 | -2.8 | -2.1 | 0.90 | 0.95 | 1.61 | 1.55 | | | 涨跌幅 | -0.58% | -0.44% | 1.47% | 1.57% | 2.48% | 2.40% | | | 成交量 | 77,046 | 52,260 | 290,296 | 223,289 | 417,955 | 270,581 | | | ...

Core Viewpoint - In April 2025, the national consumer price index (CPI) showed a year-on-year decrease of 0.1%, with urban prices stable and rural prices down by 0.3% [1] Group 1: Year-on-Year Price Changes - In April, food and tobacco prices increased by 0.3%, contributing approximately 0.07 percentage points to the CPI [2] - Fresh fruit prices rose by 5.2%, impacting the CPI by about 0.11 percentage points; aquatic product prices increased by 1.5%, contributing 0.03 percentage points; and meat prices rose by 0.6%, adding 0.02 percentage points, with pork prices specifically increasing by 5.0%, contributing 0.06 percentage points [2] - Fresh vegetable prices decreased by 5.0%, negatively impacting the CPI by about 0.10 percentage points, while grain prices fell by 1.4%, contributing a decrease of 0.02 percentage points [2] - Among other categories, prices for other goods and services, clothing, and education/culture/recreation rose by 6.6%, 1.3%, and 0.7% respectively, while transportation and communication prices decreased by 3.9% [2] Group 2: Month-on-Month Price Changes - In April, food and tobacco prices increased by 0.2%, contributing approximately 0.05 percentage points to the CPI [5] - Fresh fruit prices rose by 2.2%, impacting the CPI by about 0.05 percentage points; aquatic product prices increased by 1.2%, contributing 0.02 percentage points; while fresh vegetable prices fell by 1.8%, negatively affecting the CPI by 0.04 percentage points [5] - Other categories saw price increases in other goods and services, education/culture/recreation, and healthcare by 2.4%, 0.4%, and 0.2% respectively, while housing and living goods/services prices remained stable [5]

Group 1 - The core point of the article highlights that India's manufacturing inflation in April increased by 2.62% year-on-year [1] - The wholesale food price index in April rose by 2.55% year-on-year [1] - The wholesale price index inflation rate for April was recorded at 0.85%, which was below market expectations of 1.76% [1]

编辑：熊思怡 彭博社指出，尽管通胀数据略好于预期，但有经济学家表示，受关税影响，进口商品价格开始上涨只 是"时间问题"。 路透社援引美国Annex财富管理公司首席经济学家布莱恩·雅各布森(Brian Jacobsen)分析称，尽管通胀数 据好于预期，但有指标显示，关税已将物价推高。 雅各布森认为，为关税冲突降温是好事，因为关税对价格的影响将很快渗透到消费品价格，"与中国贸 易关系重置，或许意味着美联储可以恢复如常，并在今年晚些时候逐步恢复降息。" 来源：中国新闻网 耶鲁大学预算实验室：美国平均关税水平仍为1934年来最高 中新网5月14日电(张乃月)近期中美经贸高层会谈取得实质性进展，市场反应积极。不过，据美国消费 者新闻与商业频道(CNBC)报道，耶鲁大学预算实验室估测，即便考虑到近期美国的关税调整，美国对 进口产品征收的平均关税税率仍高达17.8%，是1934年以来的最高水平。 分析指出，这一税率，相较于特朗普第二任期前的平均有效关税税率水平提高了15.4个百分点。报告 称，现行的关税政策预计将在"短期内"给普通美国家庭增加2800美元的成本。 此外，美国劳工部当地时间13日发布的数据显示，美国4月份消费 ...

5月13日，长江日报记者从国家统计局武汉调查队获悉，4月份武汉市居民消费价格指数（CPI）同比上涨0.4%，环比持平，彰显消费 活力与韧性。 "整体来看，武汉市CPI温和波动，呈现稳中向好态势。"国家统计局武汉调查队相关负责人介绍，扣除食品和能源价格的核心CPI同比 上涨0.6%。构成CPI的八大类商品及服务价格中，除交通通信价格下降外，其他七大类价格均同比上涨，居民消费需求恢复的态势进一步 巩固。 调查统计数据显示，从同比看，其他用品及服务价格上涨6.3%，教育文化娱乐价格上涨2.3%，衣着价格上涨2.1%，居住、医疗保健价 格均上涨0.4%，食品烟酒、生活用品及服务价格均上涨0.3%；交通通信价格下降3.5%。 | 大类 | 环比 | 同比 | | --- | --- | --- | | 食品烟酒 | 持平 | 0. 3% | | 衣着 | -0. 5% | +2. 1% | | 居住 | +0. 1% | +0. 4% | | 生活用品及服务 | -0. 1% | +0. 3% | | 交通通信 | -0. 5% | -3. 5% | | 教育文化娱乐 | +0. 4% | +2. 3% | | 医疗健 ...