七国集团（G7）财长和央行行长发布联合公报，警告全球经济"多度失衡"。 ...

Group 1 - The G7 finance ministers and central bank governors are committed to addressing the issue of "excessive imbalances" in the global economy [1] - There is a need for a unified understanding of how "non-market policies and practices" undermine international economic security [1] - The draft communiqué calls for an analysis of "market concentration and the resilience of international supply chains" [1] Group 2 - The G7 leaders emphasize the importance of a "fair competitive environment" and the need for a coordinated approach to address harm caused by countries that do not adhere to the same rules and lack transparency [1] - The G7 is considering increasing sanctions against Russia if a ceasefire agreement cannot be reached with Ukraine [1]

中新网杭州5月22日电(蓝伊旎)"国际贸易环境变化很快，我们必须及时把握形势、快速响应，才能跟上 节奏。"5月22日，"浙里出海"中国与世界经济宏观形势报告会在杭州举办，前来参会的外贸企业相关负 责人韩庆鹏坦言，对他们来说，"这是挑战，但也是抓住机会的关键。" 他特别提到，"杭州六小龙"等创新型企业的涌现令人振奋，浙江等地应发挥在人工智能等新兴赛道的先 发优势，全面提升产品智能化水平与技术精度，推动整个产业链向更高层次迈进。 "旧周期退潮之际，正是新势力起步的良机。"浙江省贸促会、浙江省国际商会会长陈建忠表示，尽管全 球经济面临多重挑战，但其中仍蕴藏着诸多新机遇，比如人工智能等新技术、新产业正迅速崛起，东南 亚等新兴市场正在快速增长。 活动现场。 主办方 供图 "变，是时代演进的主旋律。我们要思考如何以变应变，在不确定中寻找确定、在规则重组中从跟随者 转变为引领者。"陈建忠表示，面对复杂多变的全球经济形势，企业应洞察本质、识别趋势，把握机遇 才能开创未来。(完) "中国市场是全球独一无二的超大规模单一市场，且具备'销地产、产地销'的重要功能；同时，中国已 构建从原材料到终端应用的完备产业链生态，与全球市场深度 ...

Group 1 - The core focus of the recent shareholder meeting of Cheung Kong Holdings (长和) was the progress of the port transaction, with Mediterranean Shipping Company (MSC) being one of the potential investors [1] - The management, including Li Ka-shing, participated in the meeting via video, and there was a notable absence of in-depth commentary on business matters, reflecting uncertainty about future predictions due to unpredictable factors [1][4] - Li Ka-shing expressed concerns about the impact of changing tariff policies and geopolitical tensions on the global economy, making it difficult to forecast future trends [4] Group 2 - The company indicated that the decision to increase dividends in the future will depend on various factors, including performance and external economic conditions [4] - The port and related services segment is the smallest among Cheung Kong's business divisions in terms of revenue and EBITDA contribution [4] - The retail business is expected to see strong growth in Europe and Asia, with plans to increase store numbers and enhance the "O+O" (online and offline) service platform [4][5] Group 3 - Cheung Kong is actively cooperating with local authorities regarding the merger of its UK telecom subsidiary "Three UK" with Vodafone, with expectations to complete the process by the end of the year [5]

Group 1: Federal Reserve's Policy Shift - The Federal Reserve's adjustment of monetary policy is a response to strategic missteps over the past few years, particularly regarding inflation predictions [5][8] - The Fed's balance sheet expanded from $4.2 trillion to $9 trillion due to unprecedented monetary easing measures taken during the COVID-19 pandemic [5] - The Fed's previous belief that inflation was a temporary phenomenon overlooked significant structural changes in the global economy, including supply chain vulnerabilities and energy crises [8][10] Group 2: Global Economic Changes - The pandemic exposed the fragility of global supply chains, exacerbated by the Russia-Ukraine conflict, leading to increased energy and raw material supply tensions [6][8] - The future economic landscape is characterized by a bifurcation between Western economies, facing high inflation and low growth, and East Asian economies, which may experience low inflation and growth due to overcapacity [10][11] - The divergence in economic conditions highlights deep-seated structural issues and increasing economic disparities between different regions [13][19] Group 3: Future Economic Order - The Fed's policy transformation signals a shift from monetary stimulus to industrial restructuring, indicating that future economic rules will extend beyond simple monetary policy [15][18] - Western economies need to invest in innovation and manufacturing to address challenges posed by high inflation and interest rates, while East Asian economies must shift from export reliance to domestic consumption [16][18] - The ongoing global economic restructuring is likely to lead to a multipolar international monetary system, diminishing the dollar's dominance and increasing the role of emerging markets [19][21]

止损，永远是对的，错了也对！ 横批：止损无条件！ 如果没有交易原则，那么，一切技术等于零！ 黄金今年是不断创历史的一年，元旦节后黄金多空都达到了极致，尤其是进入到4月份之后这种走势更是陷入癫狂；过去100单日涨跌100美元的稀有行情现 在成了家常便饭，日内V型反转，倒V走势成了常态！一天波动比过去一个月还要大，15分钟图相当于之前的日线！ 黄金超级无敌大扫荡还会不断上演，主要是由当前基本面决定的！在关税大战，地缘局势，央行购金，去美元化，美联储政策不确定，全球经济衰退等大背 景下，投资者狂热，投机资金跟风，黄金暴涨、暴跌成为家常便饭，并且越来越多！未来相当长的一段时间里，黄金大概率3400--3100或2950--3500间反复 大扫荡，然后寻求大区间突破！做多，做空，都可以，只要有充足的理由都可以，带好损，不抗单，控制好仓位；只要不损，很容易大赚。行情波动大，利 润如果不超过20-30美元就不要考虑出，否则浪费大好行情；利润少则20-30美元，多则50-70美元，位置好点则100美元以上利润也不难！ 黄金，在3250下方折腾了三天后终于在周二迎来突破，而昨天则围绕3300小区间高位强势震荡，日线以小阳线收盘 ...

新加坡经济部：尽管近期出现了积极的发展，但全球经济前景仍然笼罩在不确定性之中，且风险偏向下 行。 ...

巴西央行官员Nilton David：全球经济仍然存在高度的不确定性。 ...

巴西央行官员Nilton David表示，全球经济仍然存在高度的不确定性。 ...

Group 1: Tariff and Economic Impact - UBS's Chief China Economist Wang Tao stated that US tariffs on China will remain high for an extended period, prompting the Chinese government to implement additional policies to support domestic consumption and infrastructure financing, estimated to be equivalent to 0.5% to 1% of GDP [1] - UBS raised its global economic growth forecast from 2.5% to 2.7% due to progress in US-China trade talks, although it anticipates a significant slowdown in US economic growth, projecting a decline from 2.5% to 0.9% by 2025 [2] - The economic loss for the US due to trade tariffs was initially estimated at 2.5% of GDP, equating to approximately $800 billion in tariff revenue, but has since improved to 1.5% of GDP following agreements to reduce tariffs [2] Group 2: Export and Manufacturing Trends - China's export data showed resilience in April, with a 20% decrease in exports to the US but a 20% increase in exports to ASEAN countries, indicating a shift in trade dynamics [4] - The manufacturing PMI in China fell to 49.0%, indicating a contraction, influenced by high previous growth rates and external environment changes, while non-manufacturing indices remained in the expansion zone [4] - Companies are facing uncertainty due to increased tariffs from the US on multiple countries, leading to potential delays in decision-making and a trend towards diversifying production locations based on target markets [5] Group 3: Structural Opportunities and Supply Chain Adjustments - Wang Tao emphasized that despite external challenges, China can create new structural opportunities through reforms, openness, and technological advancements, facilitating a transition from an export-driven to a consumption and investment-driven economy [6] - The global supply chain is undergoing reconfiguration, with some supply chains potentially moving away from China; however, China is expected to utilize policy tools to adapt to higher tariffs and external changes [6] - Hong Kong is positioned uniquely to assist companies in adjusting their overseas strategies, particularly in financing and services, as European and Middle Eastern markets gain importance for Chinese exports [5][6]