Group 1 - The core viewpoint of the article is that Mexican President López Obrador criticizes steel tariffs imposed by the United States as "unjust" and "unsustainable" [1] Group 2 - The article highlights the impact of these tariffs on the steel industry, suggesting that they may lead to increased costs for consumers and manufacturers in Mexico [1] - It also mentions that the Mexican government is considering taking action against these tariffs, potentially through international trade agreements [1]

Core Viewpoint - The potential inflation in Canada may be more severe than previously thought, with the possibility of interest rate cuts if the economy remains weak and CPI stable [1] Group 1: Economic Conditions - A weak economy and stable CPI may necessitate interest rate cuts [1] - The outcome of U.S. trade conflicts remains the largest headwind for the Canadian economy [1] Group 2: Trade and Global Factors - Trade negotiations are characterized by "high uncertainty" [1] - The increase in steel tariffs highlights the "unpredictability" in global trade [1] Group 3: Monetary Policy Outlook - Ensuring price stability amid "global turmoil" is deemed crucial [1] - There is a consensus to maintain current interest rates, indicating a cautious approach [1] - The central bank governor admits to having "less foresight" than in the past [1]

墨西哥经济部长：美国将钢铁关税提高至50%是不公平的、不可持续的且带来不便的。 ...

墨西哥经济部长：墨西哥将在周五要求排除在美国50%的钢铁关税之外，就像英国一样。 ...

美国白宫：对英国的钢铁关税暂时维持在25%。 ...

Core Viewpoint - The White House's steel tariffs will take effect on June 4 at 12:01 [1] Group 1 - The implementation of steel tariffs is expected to impact the steel industry significantly [1] - The timing of the tariffs suggests a strategic move by the administration to protect domestic steel producers [1] - The announcement may lead to increased prices for steel products in the market [1]

墨西哥总统辛鲍姆：经济部长Marcelo Ebrard将于周五前往美国，与特朗普政府讨论钢铁关税问题。 ...

金十数据6月3日讯，CNBC分析师吉姆·克雷默周一表示，特朗普新钢铁关税对美国国内生产商来说是一 把"双刃剑"，并解释了暂不买入纽柯等钢铁股的原因。"若能看到整体经济向好、建筑需求增长以及宏 观经济更强劲的明确信号，我会更看好纽柯钢铁前景。这些因素对股价的影响都比关税带来的价格小幅 上涨更为重要。"但克雷默强调，仅凭这些新关税不足以成为购买钢铁股的理由，部分原因是不确定新 政策能否立即对业务产生帮助，钢铁关税并非影响盈利的唯一因素。关税对纽柯而言利弊参半，积极面 在于推升平均售价，消极面则是对总需求未必有益，而且进一步加征关税的威胁依然存在。 分析师：新钢铁关税对美国钢铁股是双刃剑 ...

标普500指数涨幅重新扩大至2.67%，道指涨1034点涨幅2.515，纳指涨643点涨幅3.59%。 美国总统特朗普宣称，他并没有谈论调整汽车和钢铁关税。 ...

作者 | Seeking Profits 编译 | 华尔街大事件 纽柯钢铁 (NYSE： NUE )的股价 在过去一年中表现不佳，市值缩水约三分之一。尽管该公司受益于钢铁关税，但对大范围征收关税将导致美国 经济衰退的担忧拖累了股价。第一季度业绩好坏参半，但分析师 预计业绩将环比改善。 纽柯公司 第一季度 盈利0.77美元，高于 市场预期0.11美元， 尽管营收较上年下降4%至78亿美元。早在 3月份 ，纽柯公司就预先公布了第一季 度业绩指引，预计盈利0.50-0.60美元，低于当时市场预期的1.06美元。考虑到其最新的业绩指引，这些业绩好于目前的预期，但仍低于一个月 前的市场预期。需要指出的是，纽柯公司通常会在公布业绩前约一个月发布中期业绩更新，这与大多数公司在极端情况下不提供更新业绩指引 的做法不同。 虽然纽柯的盈利能力略好于预期，但由于钢铁价格下跌，其盈利能力大幅下降。其盈利低于上季度的1.22美元和去年同期的3.46美元。纽柯的息 税折旧摊销前利润（EBITDA）为6.96亿美元，低于去年的15亿美元。我们看到该公司的投入成本有所改善；每吨成本为394美元，低于去年的 421美元。但这未能抵消销售价格下 ...