草案文件显示，日本可能会根据美国关税措施的不确定影响，视情况重新评估主要预算平衡目标的年 份。 ...

越南副总理阮志勇30日说，作为越南重要贸易伙伴，美国的关税政策正对越南出口与投资产生实质 性影响。菲律宾外长马纳罗同一天表示，当前形势已敲响"警钟"，各国亟需创新合作机制并强化现有框 架。 马来西亚前总理马哈蒂尔30日表示，美关税措施将损害其自身经济，推高美国的生活成本。 "亚洲的未来"国际论坛自1995年以来每年举行一次，由日本经济新闻社主办。本届论坛的主题 是"充满考验的世界，迎难而上的亚洲"。在为期两天的论坛上，与会嘉宾围绕亚洲如何携手合作实现繁 荣和经济增长进行探讨。 新加坡副总理颜金勇29日表示，现有贸易秩序正在受到破坏。他敦促亚洲各国团结应对美国征收所 谓"对等关税"后共同面临的贸易问题。东盟和《全面与进步跨太平洋伙伴关系协定》（CPTPP）应该扩 大与其他伙伴的合作，并将其扩展到贸易、工业等领域。 柬埔寨首相洪玛奈30日表示，贸易战破坏了自由、开放、包容和基于规则的多边贸易体制，尤其对 最脆弱群体造成严重影响。他表示，承受关税压力的国家要加强团结以抵御相关影响。 老挝国家主席通伦30日强调坚持和平共处和相互尊重原则的重要性，并指出全球发展得益于公平竞 争。他说，虽然老挝与美国之间贸易量较少，但高 ...

Group 1 - The core discussion between Japan and the United States focused on responding to U.S. tariff measures and economic security concerns ahead of the fourth round of Japan-U.S. tariff ministerial consultations scheduled for May 30 in Washington [1] - Japanese Prime Minister Shigeru Ishiba had a 25-minute phone conversation with U.S. President Trump on May 29, where they exchanged views to enhance Japan-U.S. cooperation [1] - Ishiba emphasized that Japan's position remains unchanged and that the discussions were initiated at Japan's request to deepen mutual understanding [1] Group 2 - Japan and the U.S. leaders plan to hold talks during the G7 summit in Canada from June 15 to 17 [2]

Core Viewpoint - The British pound reacted cautiously to improved UK GDP data, indicating a careful interpretation of the figures by investors [1] Economic Data Summary - The UK economy grew by 0.7% in the first quarter, following a 0.1% growth in the previous quarter, driven by unstable factors in business investment [1] - Investors may be overly cautious in interpreting the first quarter data, suggesting a continued cautious stance [1] Central Bank Outlook - The Bank of England perceives risks of economic slowdown due to the US's announced tariff measures in April, which may lead to further gradual interest rate cuts [1]

Group 1 - Goldman Sachs predicts that the Federal Reserve may cut interest rates three times in the coming months, specifically in July, September, and October, totaling a reduction of 75 basis points [1] - The report indicates that despite a pessimistic outlook from economic surveys, the Federal Reserve is likely to wait for strong signals from the labor market before making any monetary moves [1] - U.S. economic indicators are mixed, with 177,000 new jobs added in April, exceeding market expectations, while the unemployment rate remains stable at 4.2% [1] Group 2 - Consumer confidence in the U.S. has sharply declined, with the confidence index dropping to 86 points in April, the lowest level in 13 years, primarily due to growing concerns over tariffs [1] - Job vacancies fell to 7.19 million as of the end of March, the lowest level since September 2024, and below the market expectation of 7.5 million [1] - The U.S. economy contracted by 0.3% in the first quarter, marking the first decline in three years [1] Group 3 - Federal Reserve Chairman Jerome Powell has warned about the complex impacts of tariffs, suggesting they may hinder the Fed's dual goals of stabilizing prices and stimulating economic growth [1] - President Donald Trump has intensified pressure on the Federal Reserve to lower interest rates, having directly criticized Powell and threatened to dismiss him, although he later retracted this statement [2] - The Federal Reserve is expected to announce its latest interest rate decision, with the market anticipating that the Fed will remain on hold for now [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 上个月，韩国半导体产量创下19个月以来的最大增幅，带动了整体工业生产，但韩国经济似乎再 次进入喘息阶段。消费和服务业生产同时下滑，建筑业又受到桥梁事故的额外影响，重回下行趋 势。有人担心，美国政府关税措施的影响尚未完全反映在统计指标中，但可能会给未来的出口和投 资带来不确定性。 韩国统计厅30日发布的"3月产业活动动向"显示，整体工业生产指数为114.7（2020年=100），环 比增长0.9%。这标志着该指数连续两个月呈现上升趋势。分行业来看，制造业生产增长3.2%，带 动矿业和制造业整体生产增长2.9%，公共行政生产也增长3.8%，支撑了工业生产。 值得注意的是，半导体产量显著增长。以DRAM和闪存等存储器产品为中心的半导体产量增长了 13.3%，创下了自2023年8月（13.6%）以来的最高增幅。韩国统计厅将此归因于人工智能(AI)服 务器需求增长、通用存储器价格回升以及合同出货时间集中等因素。 韩国统计厅副厅长李道元解释说："除了季度合同出货量等季节性因素外，全球经济复苏和人工智 能需求也会产生多方面的影响。" 对于有人提出的"囤货"可能性，他澄清道："虽然可 ...

Group 1 - The European Central Bank (ECB) is facing potential inflationary pressures in the Eurozone due to U.S. trade tariffs, which may hinder global economic expansion [1] - ECB Executive Board member Piero Cipollone indicated that these tariffs could lead to a deflationary effect in the Eurozone in the short to medium term [1] - The unexpected appreciation of the Euro following the U.S. tariffs has surprised ECB policymakers, who initially anticipated a depreciation that would increase import costs [1] Group 2 - Recent data shows that Eurozone consumers' inflation expectations for the next year rose to 2.9% in March, up from 2.6% in February, marking the highest level since April 2024 [2] - Following a 25 basis point rate cut, the market anticipates further reductions in borrowing costs by the ECB, with expectations of two to three additional cuts this year [2] - Economists from major banks predict that the ECB may lower the deposit facility rate to at least 1.5% to stimulate demand [2] Group 3 - The volatility in U.S. tariffs has caused market turmoil, leading investors to seek alternatives to U.S. assets [3] - Cipollone noted that the recent performance of U.S. financial markets suggests they are not serving their usual role as a safe haven, which could have significant implications for capital flows and the international financial system [3] - The long-term effects of higher tariffs may undermine confidence in the U.S. dollar's dominance in international trade and finance, potentially leading to a more multipolar currency system [3]

Group 1 - The demand for safe-haven assets like the Japanese yen has increased due to investor concerns about the global economic outlook, prompting a reassessment of major currency trends [1][2] - Between April 15 and 22, speculative net short positions in the US dollar significantly increased among G10 currencies, influenced by uncertainties surrounding Federal Reserve policies and tariff issues, leading to a 1.72% decline in the dollar index during this period [1] - The euro appreciated by 1.21% against the dollar during the same period, although speculative positions decreased by 4.3 thousand contracts, indicating a reduction in market confidence for further euro appreciation in the short term [1] Group 2 - The Japanese yen experienced a 1.08% decline against the dollar, but speculative positions increased by 6 thousand contracts, reaching a historical high of 188.1 thousand contracts, reflecting its status as a safe-haven asset amid escalating global trade tensions [1] - The British pound rose by 0.75% against the dollar, with speculative positions increasing by 14 thousand contracts, suggesting a cautiously optimistic market outlook for the pound's future performance [1] - The Canadian dollar fell by 1.04% against the dollar, while speculative positions increased by 17 thousand contracts, indicating a market expectation of a short-term rebound in the dollar [2]

韩国工业部：韩国工业部部长表达公众对美国关税措施的关切。 ...