欧洲央行管委维勒鲁瓦：市场的波动可能会影响对美元的信心。 ...

Group 1 - The business confidence index in Australia rose to 2 points in May 2025, while the business conditions index fell to 0 points, indicating a weak business environment [1] - The business conditions index has been steadily declining since the end of last year, primarily due to weak corporate profitability, with the profitability indicator remaining in negative territory at -4 points in May [1] - The three sub-indicators of the business conditions index showed a decline: the trading indicator dropped from 6 points to 5 points, the profitability indicator stayed at -4 points, and the employment indicator fell from 4 points to 0 points [1] Group 2 - Most industries in Australia experienced a decline in business conditions in May, with the retail and manufacturing sectors showing the most significant downturn [2] - The mining and transport/utilities sectors, which had previously shown significant volatility, saw notable improvement in business conditions this month [2] - The mining and entertainment/personal services sectors exhibited the strongest performance in business conditions, while manufacturing and retail sectors remained the weakest [2]

Core Viewpoint - Australian consumer confidence has slightly increased due to low interest rates and cooling inflation, despite slow economic growth and ongoing trade tensions, leaving households in a cautious state [1] Group 1: Consumer Confidence Index - The consumer confidence index rose by 0.5% to 92.6 points, although it remains below the neutral line of 100 [1] - Overall consumer sentiment remains in a "cautiously pessimistic" state according to Westpac's macroeconomic forecast head, Matthew Hassan [1] Group 2: Economic Indicators - The Reserve Bank of Australia lowered interest rates to 3.85%, marking a two-year low [1] - Recent data indicates slow economic growth expected in the first three months of 2025, with the RBA anticipating a recovery in household spending to drive economic acceleration later this year [1] Group 3: Consumer Behavior - The most promising improvement noted this month is in consumer attitudes towards purchasing commodities, which reflects the impact of cost-of-living pressures on consumers [1] - The average index for commodity purchases over the past three years is 40 percentage points lower than the historical average [1]

澳大利亚6月西太平洋/墨尔本消费者信心指数月率 0.5%，前值2.20%。 ...

根据纽约联储周一发布的消费者预期调查报告，随着特朗普暂缓实施部分极端关税提案，美国民众5月 的通胀忧虑明显缓解。 "各项通胀指标均呈现四年多来最大降幅，"白宫经济顾问委员会主席Kevin Hassett周一表示，"尽管关税 收入持续增加，通胀水平却在下降——这与主流论调相左，却完全印证了我们的预判。" 美联储核心通胀指标——个人消费支出价格指数(CPI)4月同比上涨2.1%，创2021年2月以来新低。剔除 食品能源后的核心PCE指数为2.5%，该指标被联储官员视为衡量长期通胀趋势的更可靠依据。 调查还显示多数商品价格预期走低，但受访者预计食品价格未来一年将上涨5.5%，较5月上升0.4个百分 点，创2023年10月以来新高。与之相反，汽油价格涨幅预期下降0.8个百分点至2.7%。医疗费用、大学 教育支出及房租的月度涨幅预期也同步回落。 就业市场预期同样出现改善，未来12个月失业风险预期下降0.5个百分点至14.8%。其他积极信号包括： 未来三个月债务违约概率下降0.5个百分点至13.4%，为今年1月以来最低;股市信心指数上升0.6个百分 点，36.3%的受访者看好未来一年股市表现。 这份央行调查报告显示，消费 ...

Group 1 - The core viewpoint of the articles indicates a significant reduction in inflation concerns among American consumers, attributed to President Trump's retraction of aggressive tariff proposals [1] - The consumer inflation expectations for the next year have dropped to 3.2%, a decrease of 0.4 percentage points from April, while three-year expectations fell to 3% and five-year expectations slightly decreased to 2.6% [1] - The New York Fed's survey provides a more stable perspective on inflation expectations compared to other surveys, reflecting a positive shift in consumer sentiment [1] Group 2 - The White House's National Economic Council Director stated that inflation has seen its most significant decline in four years, contrary to mainstream beliefs, while tariff revenues are increasing [2] - The preferred core inflation indicator, the Personal Consumption Expenditures (PCE) price index, recorded a low of 2.1% in April, with the core PCE at 2.5%, indicating a long-term trend [2] - Consumer expectations for most price categories have decreased, with the anticipated rise in food prices at 5.5%, while gasoline price expectations slowed to 2.7% [2]

智通财经APP获悉，中指研究院称，今年以来，当前宏观政策对楼市支持力度不断加大，核心城市市场维持修复态势，优质地块持续推出，"好房子"建设 加速，民企拿地家数和金额均有所增加，有一定补仓意愿。但整体来看，当前拿地企业仍以央国企为主，仍延续了2022年以来的趋势。从销售端来看，房 企销售额仍处于下降通道，5月销售平淡。销售端压力或将继续向投资端传导，因此，民营房企的信心实质性提升，需要销售回暖的带动。 民企拿地家数和金额均有所增加，有一定补仓意愿 分析2025年前5月拿地金额TOP100企业中民企的构成，当前积极拿地主要为两类，一类是经营稳健的大中型品牌房企，其在当年市场形势下有一定补库存 需求，近年维持一定拿地规模，如龙湖、滨江、大华；一类是区域性中小房企，抓住市场机遇拓储，如兴耀房产集团、海成集团等，成为市场新生力量。 从民企总部所在地来看，主要为浙江、四川等地的民营房企，特别是浙江，24家房企中有9家为浙江房企，浙江省民营经济发达、房地产市场韧性较强， 吸引了许多民营房企投资。 从民营房企背景来看，部分房企背靠实业背景母公司，拥有一定资金优势，也有发展房地产业务意愿和能力。如得力房产是得力集团旗下的房地产 ...

Group 1 - The core viewpoint of the news highlights the uncertainty in the U.S. economy due to the Trump administration's trade policies, which are characterized by a mix of aggressive tariff increases and temporary relaxations, creating a unique policy volatility trajectory [3] - The consensus in the economic community indicates that consumer confidence and spending capacity will be crucial in determining whether the U.S. economy falls into recession, with historical data showing that a year-on-year growth rate of over 3% in consumer spending can help the economy withstand external shocks [3] - The dynamic balance between policy volatility and consumer confidence is becoming a key battleground affecting the U.S. economic outlook [3] Group 2 - The current sentiment in the silver market is optimistic but cautious, with long-term undervaluation driving market enthusiasm for buying, while short-term technical indicators suggest overbought conditions [4] - Despite the U.S. dollar index rebounding near the 99 mark, silver maintains its strength, indicating that its upward momentum is not solely dependent on safe-haven demand or dollar weakness, but has independent driving logic [4] - Structural bullish confidence in silver is expected to provide ongoing financial support for the market [4]

因芝华仕沙发闻名的上市家居企业敏华控股，近日因一高管随意罚款言论"出圈"，引发热 议。针对涉事高管对"员工上班照镜子要罚钱""下班不关电脑罚款"等相关言论，6月7日， 敏华控股旗下芝华仕一负责人向南都·湾财社记者表示已经关注到网络上的讨论，具体情况 公司仍在调查中。 高管因罚款言论引热议 企业回应已了解此事 据小红书用户@厂里厂外那些事发帖，"敏华家居电商部一刘姓高管要求员工不得在工位就 餐，强制加班并要求一天打卡6次，不愿意的自行离职"，质疑相关行为违反劳动法。 图据@厂里厂外那些事 该用户公布的聊天截图显示，今年5月，该刘姓高管在工作群里发文称，有同事"上班不在 工位"，有上厕所的，有"照镜子的、有奇怪理由的"，称"被我查到打游戏的，直接开除！ 吃东西的，罚领导2000，主管1000，次主管500"，"无事不在岗位的，超过三次以上的月 度工资降2000"。此外，刘某被披露追加罚款内容称"下班不关电脑罚100"。 另一聊天截图显示，刘某在微信群表示"今天晚上进账大几千，团队建设经费又有了"，表 示将经费"买书籍，建图书馆"。上述言论引发网友热议。 据芝华仕电商部员工提供的《关于互联网品牌中心8S办公环境管理 ...

Group 1 - The meeting held by the Beijing Listed Companies Association on June 6 focused on the approval of five proposals, including the 2024 Council Work Report and the 2024 Supervisory Board Work Report [1] - The association emphasized the importance of listed companies in promoting high-level technological self-reliance, building a modern industrial system, and enhancing market confidence in the face of a complex capital market environment [1] - The meeting called for compliance and stability to promote high-quality development among listed companies [1]