Group 1 - The US dollar experienced a slight increase as investors await new signals indicating a potential easing of the global trade war [2] - The dollar index rose by 0.06% to 101.04, while the euro fell by 0.06% to 1.1177 USD [2] - The South Korean won appreciated by 0.84% to 1,402.66 USD, following discussions between South Korean and US officials regarding the foreign exchange market [3] Group 2 - Major brokerages, including Goldman Sachs, JPMorgan, and Barclays, have recently lowered their recession forecasts for the US economy [4] - The Chicago Fed President indicated that April's consumer inflation data does not necessarily reflect the impact of rising US import tariffs [4] - The Bank of England's rate setter noted that the UK labor market is more resilient than previously expected, influencing the decision to maintain borrowing costs [4]

Core Viewpoint - The Federal Reserve is awaiting more data to understand the impact of rising import tariffs on inflation and the economy, as current consumer inflation data appears to be mixed [1] Group 1 - Goolsbee from the Federal Reserve indicated that the mild consumer inflation data for April does not necessarily reflect the effects of increased import tariffs [1] - The Federal Reserve is trying to discern the underlying trends amidst the "noise" in the data [1] - There is a need for more comprehensive data to accurately assess price movements and economic direction [1]

Core Viewpoint - The Bank of Japan indicates that overall consumer inflation will stagnate initially, but will accelerate as inflation expectations rise, leading to an acceleration in economic growth [1] Group 1 - The Bank of Japan expects consumer inflation to initially remain stable before increasing [1] - Rising inflation expectations are anticipated to contribute to faster economic growth [1]

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 | 458.1 | 457.6 | 58.23 | 57.79 | 65.72 | 65.14 | | | 前2日收盘价 | 478.6 | 478.7 | 60.96 | 60.68 | 61.62 | 61.20 | | | 涨跌 | -20.5 | -21.1 | -2.73 | -2.89 | 4.10 | 3.94 | | | 涨跌幅 | -4.28% | -4.41% | -4.48% | -4.76% | 6.65% | 6.44% | | | 成交量 | 217,278 | 91,670 | 531,215 | 470,571 | 667,298 | 415,905 | | | 持仓量 | 19,038 | ...