Group 1 - The Chinese government emphasizes that there are no winners in the trade war initiated by the US, urging the US to engage in dialogue based on equality and mutual respect [3][4] - The Chinese Ministry of Commerce has released information regarding specific projects related to Boeing's aircraft delivery and associated tariffs, reiterating China's consistent stance on tariff issues [4] - China expresses an open attitude towards cultural exchange and cooperation with South Korea, encouraging both sides to work together to advance cooperation across various fields [5] Group 2 - China calls for restraint between India and Pakistan, highlighting the importance of their peaceful coexistence for regional stability and development [6] - The Chinese government supports all efforts aimed at peace regarding the Ukraine crisis, advocating for dialogue and negotiation to resolve the situation [7] - China maintains a traditional friendship with Syria, supporting the country's peace and reconstruction efforts through inclusive dialogue while opposing terrorism and extremism [8]

Core Viewpoint - The U.S. stock market has rebounded strongly from its lows, but market observers are cautioning investors not to celebrate too early, urging them to buy "insurance" in the options market to protect against potential declines [1][3]. Group 1: Market Performance and Options - The S&P 500 index has rebounded 10% from its April lows, leading to a decrease in the cost of hedging tools [1]. - The price of one-month put options, used to hedge against market declines, is currently at its lowest level since President Trump's large-scale tariff policy was introduced on April 2 [1]. - The Cboe Volatility Index, which measures market volatility, is currently at 25, down from approximately 60 on April 7, indicating reduced fear in the market [4]. Group 2: Economic Concerns and Trade Policies - Despite the market's positive response to signs of potential easing in Trump's trade policies, uncertainties remain regarding the resolution of tariff issues and their impact on the U.S. economy [1]. - The tariffs on China remain as high as 145%, with little hope for a short-term resolution, while a three-month suspension of tariffs on other countries is set to expire in July [1]. - Concerns about the economic outlook over the next 6 to 9 months persist, with analysts suggesting that the ultimate outcomes of tariffs, consumer spending, and corporate earnings remain uncertain [5]. Group 3: Investor Sentiment and Strategies - Some investors are confident that if the market declines again, the White House may further ease trade policies [3]. - There is a noted decrease in demand for "tail risk protection," indicating a level of confidence among investors regarding the current market conditions [4]. - Analysts suggest that the recent market gains may be largely due to low trading volumes, with some viewing the rebound as a short-covering rally [5].

4月29日，外交部发言人郭嘉昆主持例行记者会。 外交部：关税战、贸易战没有赢家 有记者就美国财长相关涉华言论提问。 对此，郭嘉昆表示，中方多次阐明关税战、贸易战没有赢家。这场关税战是美方发起的，如果美方想通过对话 谈判解决问题，就应该停止威胁施压，在平等、尊重、互惠的基础上同中方开展对话。 外交部：美方应停止威胁和施压 有记者就波音公司飞回拟交付飞机以及相关关税问题提问。 对此，郭嘉昆表示，有关具体的项目中国商务部已经发布了有关消息，你可以查阅。我想，中方在关税问题上 的立场是一贯的。我们也想再次强调，如果美方希望通过对话来解决问题的话，那么就要停止威胁和施压，在 平等、尊重、互惠的基础上同中方开展对话。 外交部：望韩方与中方共同努力，推动双方各领域交流合作向前发展 有记者就中韩关系有关问题提问。 图片来源：外交部网站 对此，郭嘉昆表示，我不了解你提到的有关演出的具体的情况。我想强调的是，我们对同韩方开展有益的文化 交流合作持开放的态度，希望韩方与中方共同努力，推动双方各领域交流合作向前发展。 外交部：呼吁印巴双方保持克制 共同维护地区的和平与稳定 有记者就印度和巴基斯坦因克什米尔地区恐袭事件关系紧张相关问题 ...

Group 1 - Spot gold continues to trade in a narrow range around $3314 per ounce, with a "V-shaped" reversal observed on Monday, where it dipped to $3268 before closing at $3343.91, marking a daily increase of 0.75% [1] - The market sentiment is influenced by multiple factors, including anticipation of the latest U.S. trade policy and a series of economic data releases that may serve as a litmus test for the effectiveness of the Trump administration's trade war [1][3] - The U.S. dollar index fell by 0.7% to 98.91 on Monday, marking a four-week low, with an April cumulative decline of 4.89%, the worst monthly performance since July of the previous year [3] Group 2 - A recent Reuters survey indicates that 61% of 167 economists believe there is a "high" risk of global economic recession in 2024, a significant increase from three months ago [4] - The aggressive tariff policies of the Trump administration have led to a loss of confidence in U.S. dollar assets, resulting in a substantial evaporation of market capitalization across global stock markets [4] - The upcoming U.S. non-farm payroll report is anticipated to show positive job growth, but at a slower pace compared to March, raising further concerns about economic slowdown [4] Group 3 - Federal Reserve officials have indicated that interest rate cuts may be considered if economic growth risks escalate, but they prefer to assess the impact of tariff policies on inflation and employment before making adjustments [5] - The gold market is showing signs of "exhaustion of selling momentum," suggesting limited downside risk, as Western investors have been notably absent in the previous gold price increase cycle [5] - Key economic data releases this week, including Q1 GDP and core PCE inflation, will be crucial for guiding global central bank policy shifts [5] Group 4 - Today's focus includes the release of March JOLTs job openings data and the second round of tariff negotiations between the U.S. and Japan, which may influence market expectations regarding the restoration of the global trade system [6] - Investors are advised to closely monitor these events for their potential impact on the dollar, gold, and risk assets [6] Group 5 - In the short term, gold prices are expected to find balance amid uncertainties in trade policy, dollar movements, and economic data, despite rising concerns over recession risks [7] - The weakening selling momentum in the gold market indicates limited downside potential, with investors urged to pay attention to upcoming employment, GDP, and inflation data for signals of Federal Reserve policy shifts [7]

央视网消息：在贸易战持续发酵的背景下，美国经济在大宗商品、物流、消费结构和市场信心等多方面出现深刻变化。美国滥 施关税反噬自身，来看国际媒体的分析评论。 美国有线电视新闻网：市场信心跌至历史低点 目前，特朗普的对等关税政策正在推高美国物价，引发通胀担忧，市场信心受到打击，一度跌至历史低点，连共和党内部也出 现了反对声音。高关税政策还导致美元资产遭抛售，经济衰退风险上升。虽然近期特朗普放风有意降低对华关税，但谈判信息捕风 捉影，市场虽有小幅反弹，但整体未恢复到特朗普上任初期的水平。 英国《金融时报》：美主要大宗商品销量骤降 文章称，贸易战已经开始深刻影响美国国内经济，大豆和猪肉等主要大宗商品出口销量遭受打击。美国官方机构数据显示，4 月11日至17日当周，美国大豆净销售额环比下降50%，猪肉净销售额环比下降72%。分析认为，这与关税形势和贸易战直接相关， 若主要大宗商品出口销量持续锐减，恐将对经济造成严重冲击。 《印度快报》：物价上涨与消费支出下降的双重打击 文章指出，最新数据显示，截至4月中旬，从中国到美国的标准集装箱预订量同比下降了45%。作为中国货物主要入境口岸的 洛杉矶港，5月4日的到港量预计将比去年同 ...

Economic Data Insights - The S&P 500 has declined 10% from its high due to tariffs imposed by the Trump administration, creating uncertainty in financial markets [1] - The Labor Department will release jobs, payroll, and unemployment numbers, while the Commerce Department will announce first-quarter GDP and consumer spending data [2][3][4] - Job openings are forecast to decrease by 68,000 to 7.5 million, indicating potential labor demand reduction [6] - Non-farm payrolls increased by 228,000 in March, with a forecast of 130,000 jobs added in April, which could influence investor sentiment [6] - The unemployment rate rose to 4.2% in March, with expectations to remain the same in April, which could impact market reactions [6] - GDP growth is expected to slow to 0.4% in Q1 2025, the lowest in three years, reflecting the economic impact of tariffs [6] - Consumer spending is projected to increase by 0.4% in March, with lower numbers potentially causing stock declines [6] Technology Sector Financial Results - Four major tech companies—Meta Platforms, Microsoft, Amazon, and Apple—are set to report financial results, which will provide insights into their performance amid tariff impacts [8] - Meta Platforms is expected to see a 14% increase in sales to $41.4 billion and a 12% increase in earnings to $5.28 per diluted share, with a focus on AI's impact on engagement and ad spending [10] - Microsoft anticipates an 11% revenue increase to $68.4 billion and a 10% earnings increase to $3.22 per diluted share, with investor interest in AI monetization [10] - Amazon's revenue is expected to rise by 8% to $154.9 billion, with earnings increasing by 39% to $1.36 per diluted share, highlighting the need to address tariff impacts on sales [10] - Apple forecasts a 4% sales increase to $94.1 billion and a 5% earnings increase to $1.61 per diluted share, with significant focus on the trade war's effects on its business [10] Market Reactions and Expectations - The financial results and management guidance from these tech companies will be closely monitored, as any lack of visibility could lead to market anxiety and potential sell-offs [9] - Strong financial results and positive commentary regarding the trade war could trigger a stock market rally [11]

Core Viewpoint - The Chinese government emphasizes that there are no winners in the trade war initiated by the United States, advocating for dialogue based on equality, respect, and reciprocity [1] Group 1 - The Chinese Ministry of Foreign Affairs reiterates its stance that the trade war and tariff conflict have no winners [1] - The spokesperson, Guo Jia Kun, states that the trade war was initiated by the U.S. [1] - The Chinese side calls for the U.S. to cease threats and pressure if it wishes to resolve issues through dialogue [1]

本文陈述所有内容皆有可靠信息来源赘述在文章结尾 ——【·前言·】——» 36万亿美元，一个惊人的数字，让美国领导人深感压力。它沉重地压在美国经济之上，也为特朗普的再 次当选蒙上阴影。 为了化解这场迫在眉睫的债务难题，特朗普采取了一系列大胆却备受争议的措施，力图扭转乾坤。 他们一方面试图削减政府开支，另一方面又发起贸易战，甚至公开质疑美联储的政策，每一步都像一场 风险极高的赌博，赌注是美国的未来和全球经济的稳定。 这些决策的影响深远，充满不确定性。 ——【·债务危机的成因与特朗普的挑战·】——» 美国债务问题积累已久，并非一朝一夕形成。 冷战结束后，美国成为世界头号强国，积极参与国际事务，承担了许多责任。 高昂的军费和频繁的海外军事行动，无疑让美国花费了大量金钱。 与此同时，国内各种福利政策持续增加，也让的财政压力越来越大。 这两方面因素共同作用，导致美国长期处于财政赤字状态，债务问题日益严重。 为了促进经济增长，美国长期保持较低的借贷成本，使得大量资金流入了房地产和股票等市场，从而产 生了巨大的资产泡沫。 由于开支超过收入，为了弥补这个越来越大的资金缺口，美国只能不断发行国债来借钱还债。 这种以债养债的做法， ...

智通财经4月29日电，加拿大总理卡尼表示，加拿大将赢得贸易战；将加强与欧洲、亚洲的贸易关系。 ...

加拿大总理卡尼：我们将赢得贸易战并建立G7国家中最为强大的经济。 ...