Core Viewpoint - The European Central Bank (ECB) Governing Council member Simkus indicated that the medium-term inflation rate may fall below the target level [1] Group 1 - Simkus expressed concerns regarding the inflation outlook, suggesting that it might not meet the ECB's target in the medium term [1] - The statement reflects ongoing challenges in achieving stable inflation rates within the Eurozone [1] - This perspective may influence future monetary policy decisions by the ECB [1]

智通财经APP获悉，日本央行行长植田和男表示，央行距离实现通胀目标仍有一段距离，此番言论加速 了日元走弱。虽然植田和男也淡化了通过降息来提振经济的可能性，但提到可能需要为经济提供支持， 可能会让人认为日本央行下次加息将更加遥远。 植田和男发表了许多惯常言论，表明日本央行的下一步行动将是加息，尽管交易员认为他的言论意味着 下次加息可能会来得更晚而不是更早。 瑞穗证券首席策略师Shoki Omori表示："植田和男一直在淡化对需求拉动型通胀的评论，并强调潜在通 胀率低于2%，距离日本央行的目标还有一段距离。我认为，随着他的鸽派言论，市场正在降低对今年 加息可能性的预期。" 澳大利亚国民银行高级外汇策略师Rodrigo Catril表示，日元走弱"是因为植田和男反复强调日本的趋势 通胀率仍低于2%，因此实际利率将保持负值"。 植田和男在国会露面时，日元兑美元汇率约为144.69日元，随后因美元整体走强而跌至145.29日元，之 后收复了部分失地。 在日本央行强调经济前景"极其"不确定之后，市场普遍预计日本央行将在下周的政策会议上维持政策利 率不变。一些市场参与者对汇率走势有不同的看法。 植田和男在回答国会提问时表示 ...

金十数据6月10日讯，据外媒报道，日本央行行长植田和男表示，日本距离实现2%的通胀目标"还有一 段距离"，此番言论推动日元走软。尽管他否认了降息的可能性，并强调当前利率偏低、未来需适时上 调以保留刺激空间，但其提到可能需要为经济提供支持，被市场解读为加息时间可能延后，从而削弱了 日元。不过，巴克莱证券日本外汇和利率策略主管Shinichiro Kadota表示，日元贬值还受到美元整体走 强的影响。 植田和男放鸽，日元应声走软 ...

欧洲央行管委Vujcic：通胀率在2%目标上下出现小幅偏离并不构成问题。即便通胀略微低于2%，欧洲 央行也不应"过度反应"。 ...

金十数据6月5日讯，Peel Hunt高级经济学家Kallum Pickering表示，欧洲央行政策制定者得出结论，美 国对全球贸易的冲击将对欧元区产生反通胀的净影响，这揭示了关于欧洲央行反应机制的一个重要细 节，即如果经济增长的下行风险开始显现，欧洲央行可能会更积极地放宽货币政策。几乎没有出现任何 通胀上行风险的迹象，表明政策制定者对实现2%的通胀目标并保持其可持续性充满信心，这意味着欧 洲央行至少可以将利率下调至中性水平甚至更低，但问题在于中性水平在哪里。 经济学家：欧洲央行可将利率下调至中性水平或更低 ...

Group 1 - The European Central Bank's inflation target will remain stable at 2% [1] - Labor costs are gradually slowing down [1] - Economic growth risks are skewed to the downside [1] Group 2 - Trade tensions may reduce economic growth [1] - Most long-term inflation expectations are around 2% [1] - The inflation outlook is more uncertain than in the past [1]

欧洲央行行长拉加德：大多数核心通胀数据表明通胀将会稳定在目标水平。 ...

欧洲央行：通胀目前大约在2%目标的中期水平附近。 ...

美联储卡什卡利：我们仍然没有完全回到2%的通胀目标。 ...

Report Investment Ratings - Gold: ★★★, indicating a clearer upward trend and relatively appropriate investment opportunities currently [1] - Silver: ★★★, suggesting a clearer upward trend and relatively appropriate investment opportunities currently [1] Core Views - Overnight, precious metals continued to fluctuate. The number of job openings in the US in April was higher than expected and the previous value. This week, there is a dense release of US economic data, with a focus on the non - farm payrolls report on Friday. Additionally, attention should be paid to the US Trade Court's ban on Trump's tariffs and the progress of various negotiations. The international gold price should maintain the idea of buying on dips, relying on the strong support at $3000. Today, focus on the US ADP employment data and ISM non - manufacturing PMI for May [1] Summary by Related Topics Tariffs - The Trump administration raised steel and aluminum tariffs to 50%, effective on the 4th. - Sources said that the US put forward a "tough" list of requirements to Vietnam in tariff negotiations. - Sources indicated that the EU did not receive a letter from the US asking for the "best trade offer". - The Brazilian President stated that if an agreement on tariffs with the US cannot be reached, Brazil will appeal to the WTO or take reciprocal measures. - The India - EU free trade agreement is accelerating, with nearly half of the issues having reached a consensus [2] Fed - Logan believes that the focus should be on achieving the 2% inflation target rather than trying to make up for past inflation shortfalls. - Bostic still thinks there may be one interest rate cut this year [2] Economic Forecast - The OECD lowered its GDP growth forecast for the US in 2025 to 1.6% (previously 2.2%) and for 2026 to 1.5% (previously 1.6%) [2]