Core Insights - In May, U.S. durable goods orders showed a preliminary month-over-month increase of 16.4%, significantly exceeding the expected growth of 8.5% and rebounding from a previous decline of 6.3% [1] Summary by Category - **Durable Goods Orders Performance** - The preliminary figure for May indicates a robust recovery in durable goods orders, suggesting strong demand in the manufacturing sector [1] - The substantial increase of 16.4% reflects a positive shift in consumer and business spending patterns [1] - **Comparative Analysis** - The current month's performance contrasts sharply with the previous month's decline of 6.3%, highlighting a significant turnaround in economic activity [1] - **Market Implications** - The better-than-expected results may influence market sentiment positively, potentially leading to increased investment in related sectors [1]

Group 1 - The article highlights the upcoming release of key economic indicators, including the final GDP for the first quarter in the United States, preliminary durable goods orders for May, and the trade balance for goods [1] - Additionally, it mentions the weekly initial claims for unemployment benefits for the week ending June 21 [1]

Group 1 - The core point of the article is that U.S. durable goods orders for April decreased by 6.3% month-over-month, matching the forecast of a 6.3% decline [1]

Group 1 - The US Dollar Index (DXY) continued its upward momentum, reaching a weekly high of 99.80, driven by improved economic data, although the rally lacks strong momentum [1] - Key factors supporting the dollar's rise include better-than-expected US durable goods orders and consumer confidence data. April durable goods orders fell by 6.3%, but this was better than the market expectation of -7.9%. Core orders, excluding transportation, increased by 0.2% month-on-month, alleviating recession concerns [2] - The US consumer confidence index unexpectedly surged to 98 in May, a significant increase of 12.3 points from April's 85.7, marking the largest monthly gain in four years. This reflects improved market expectations regarding the economy and employment prospects [2] Group 2 - Gold prices experienced fluctuations, with a daily high of 3350 and a low of 3285, closing below 3300. The focus is on whether the price can break below 3280, with potential targets at 3260 and 3250 [3] - On May 28, gold maintained a volatile trend, opening at $3301.80 per ounce, reaching a high of $3315.45 and a low of $3291.45, with a current price of $3307.09, reflecting a slight increase of 0.19% [4]

Group 1 - COMEX silver inventory recorded at 15,448.95 tons on May 27, an increase of 18.91 tons from the previous day [1] - COMEX silver price on May 27 closed at $33.38 per ounce, down 0.77%, with a daily high of $33.74 and a low of $32.88 [1] - Recent data shows fluctuations in COMEX silver inventory, with a decrease of 56.28 tons on May 22 [2] Group 2 - Market sentiment improved as participants digested news of trade negotiations between the US and EU, following President Trump's threat of a 50% tariff [2] - Positive US consumer confidence data for May contributed to a rise in the dollar index, which increased by over 0.62% to 99.54 [2] - US durable goods orders fell sharply in April, reaching the lowest level since October 2020 [2] Group 3 - In Europe, inflation data indicates an improvement in the deflationary process, potentially opening the door for further easing by the European Central Bank (ECB) [3] - ECB's Gediminas Simkus noted the possibility of a rate cut in June, while some ECB members have adopted a slightly hawkish stance [3] - EU economic sentiment indicators improved for the first time in three months in May, aligning with Germany's GfK consumer confidence index for June [3]

【资讯导读】 ·5月美国消费者信心指数大幅上升 ·法国5月调和CPI同比上涨0.6%，为2020年12月以来的最低水平，低于市场预期的0.9%。 ·叙利亚财政部长称，叙利亚将从6月2日开始重新开放股票市场。 ·特朗普政府正在考虑要求所有申请赴美留学的外国学生接受社交媒体审查 ·叙利亚将从6月2日开始重新开放股票市场 ·日本34年来首次失去全球最大债权国地位 【市场资讯】 ·美国3月FHFA房价指数环比降0.1%，预期升0.1%，前值从升0.1%修正为持平。美国3月S&P/CS20座大 城市未季调房价指数同比升4.1%，预期升4.5%，前值升4.5%。 ·世界大型企业联合会发布数据显示，5月美国消费者信心指数从4月的85.7大幅上升至98，高于所有经济 学家预期。 ·受商用飞机订单锐减拖累，美国4月耐用品订单超预期下滑，核心资本货物订单环比下降1.3%，创去年 10月以来最大跌幅。整体耐用品订单环比初值暴跌6.3%。 ·美国特朗普政府正在考虑要求所有申请赴美留学的外国学生接受社交媒体审查。为准备实施这一审查 要求，特朗普政府已下令美国各大使馆和领事馆停止为此类学生签证申请人安排新的面试。 ·墨西哥经济部长Mar ...

美国3月耐用品订单环比终值 9.2%，预期 9.2%，初值 9.2%。 ...

关税政策出台前夕 美国耐用品订单飙升 金十数据4月24日讯，美国耐用品的需求在3月份飙升，因为企业在特朗普总统本月初宣布关税之前获得 了订单。美国商务部周四公布的数据显示，3月份汽车、飞机和电子设备等至少使用三年的商品订单总 额较2月份增长9.2%。这是连续第三个月增长，与2月份0.9%的增幅相比，是一个巨大的飞跃。接受 《华尔街日报》调查的经济学家此前预计的增幅仅为1.6%。美国商务部说，运输设备订单增长27%，资 本货物订单增长24%，非国防飞机和零部件订单飙升139%。 ...