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中泰期货晨会纪要-20250530
Zhong Tai Qi Huo· 2025-05-30 02:45
交易咨询资格号: 证监许可[2012]112 2025 年 5 月 30 日 | | [Table_Finance] | | | | | | --- | --- | --- | --- | --- | --- | | 联系人:王竣冬 | 2025/5/30 | | 基于基本面研判 | | | | 期货从业资格:F3024685 | 趋势空头 | 震荡偏空 | 震 荡 | 震荡偏多 | 趋势多头 | | 交易咨询从业证书号:Z0013759 | | 工业硅 | 氧化铝 | 铝 | | | | | 沥青 | 生猪 | 上证50股指期货 | | | 研究咨询电话: | | 液化石油气 | 对二甲苯 | 沪深300股指期货 | | | | | 原油 | 三十债 | 燃油 | | | 0531-81678626 | | 鸡蛋 | PTA | 中证1000指数期货 | | | | | 多晶硅 | 乙二醇 | 中证500股指期货 | | | 客服电话: | | 橡胶 | 玻璃 | 硅铁 | | | | | 红枣 | 短纤 | | | | 400-618-6767 | | 橡胶 | 十债 | | | | | | 焦炭 | 五 ...
特朗普2019年来首次约见鲍威尔
华尔街见闻· 2025-05-30 00:42
当地时间周四,美联储在一份声明中表示, 美联储主席鲍威尔5月29日周四应美国总统特朗普的邀请, 在白宫与其会面 。双方讨论了美国经济发展情况,包括经济增长、就业和通胀等议题。 这是特朗普开启他的美国总统的第二个任期以来两人首次会晤。 这也是他们自2019年11月以来的首次 会晤。 本月早些时候,鲍威尔表示,除非总统主动要求,否则他不会寻求与特朗普会面。"我从未要求与任何 一位总统会面,也永远不会。我不会这么做。我从来没有理由要求会面。这种情况总是由对方提出 的。" 美联储表示,鲍威尔在会面中没有讨论对货币政策的预期,只是强调政策路径将完全取决于未来的经济 数据以及这些数据对经济前景的影响。 鲍威尔强调,他本人及联邦公开市场委员会(FOMC)的同事将根据法律规定,制定旨在支持最大就业 和物价稳定的货币政策,并且所有决策都将基于仔细、客观、非政治化的分析。 特朗普和鲍威尔的这次会面正值特朗普宣布的一系列对美国贸易伙伴的关税大多被法院裁定无效后不 久。 鲍威尔则一再强调,美联储官员们在制定政策时采取非政治化的立场,并根据他们对经济最佳利益的判 断做出决策。据美联储表示,鲍威尔在本次会面中再次向特朗普重申了这一立场。 ...
5月30日电,美联储消息,应美国总统邀请,鲍威尔今天在白宫会见了总统,讨论了经济发展,包括增长、就业和通货膨胀。
news flash· 2025-05-29 16:51
Core Viewpoint - Federal Reserve Chairman Jerome Powell met with the President of the United States to discuss economic growth, employment, and inflation, emphasizing that policy decisions will be based solely on objective analysis [1] Economic Growth - The meeting focused on the current state of economic growth in the United States, highlighting the importance of maintaining a stable growth trajectory [1] Employment - Employment levels and job creation were key topics, indicating ongoing concerns about labor market conditions and their impact on the economy [1] Inflation - Inflation was a significant point of discussion, with Powell reiterating the Fed's commitment to addressing inflationary pressures through data-driven policy decisions [1]
美联储:应美国总统邀请,鲍威尔今天在白宫会见了总统,讨论了经济发展,包括增长、就业和通货膨胀。
news flash· 2025-05-29 16:50
Core Insights - Federal Reserve Chairman Jerome Powell met with the President at the White House to discuss economic development, including growth, employment, and inflation [1] Economic Development - The discussion focused on key economic indicators such as growth, employment rates, and inflation trends [1]
5月经济情况到底怎么样? | 宏观经济
清华金融评论· 2025-05-28 10:14
Core Viewpoint - The economic indicators for May 2025 show a slight recovery, with the BCI reading at 50.3, indicating stabilization in the economy due to a combination of financial policies and tariff reductions, although the trend still requires consolidation [1][2][18]. Economic Indicators - The BCI reading for May 2025 is 50.3, up 0.2 points from the previous value, reflecting a recovery in economic conditions since the "9·24" event [2]. - The BCI readings from October 2024 to May 2025 show fluctuations: 46.0 in September 2024, rising to 50.5 in November 2024, then dipping to 48.3 in December 2024, and reaching 54.8 in March 2025 before a slight decline to 50.1 in April 2025 [2]. Microeconomic Conditions - The microeconomic indicators show mixed results: improvements in financing environment, employment, and consumer price expectations, while declines are noted in intermediate goods price expectations, profit expectations, and investment expectations [4]. - The financing environment index improved to 49.1 in April, up from 48.0, indicating a better financing situation influenced by recent financial policies [4]. Employment Trends - Employment rebounded significantly in May, with the enterprise hiring index rising by 1.9 points, suggesting a high elasticity of employment in the external demand supply chain [9]. - The report estimates that foreign trade directly and indirectly supports around 170 million jobs, accounting for over 20% of total employment in the country [9]. Price Indicators - There is a divergence in price indicators: the consumer price expectation index is rising, while the intermediate goods price expectation index is declining, indicating pressure on industrial prices despite improvements in consumer prices [12]. - The profit expectation index continues to decline, reflecting ongoing pressure from low industrial prices, with PPI showing negative growth from January to April 2025 [14]. Investment Sentiment - The enterprise investment expectation index is declining, attributed to uncertainties in external environments and high real interest rates [15]. - Recommendations include lowering nominal interest rates and increasing government investment to stimulate corporate investment [15][16]. Conclusion - The economic situation in May shows improvement compared to April, but the trend needs further consolidation, with key factors such as US-China trade negotiations and local government project accelerations being crucial for future pricing [17][18].
“饭碗”端稳了,日子安定有盼头
Hai Nan Ri Bao· 2025-05-28 02:31
什么是幸福?每个人都有自己的定义。 有着多年燃油车维修经验的钟德城,得益于"海南新能源汽修师"劳务品牌的培训,顺利闯入新能源 汽修的新赛道,发展前景广阔;琼台师范学院学生王颖在职业规划大赛中为就业预演奋斗路径,加深了 对幼教工作的认知和热爱;在就业驿站的帮助下,家住海口的孤独症患者小嘉成功被一家烘焙店录用, 日子越过越有盼头…… 幸福的日子千姿百态,每个人的追求也各有不同,而他们都在海南找到了属于自己的幸福感和获得 感。这幸福的背后,是海南千方百计稳住就业这个"最大民生"的生动实践。 张琬茜 人才岗位精准"牵手",幸福"靠得住"。我省举办线上线下各种专场招聘会,为求职者和用人单位搭 建了高效沟通的平台;依托海南就业驿站、"海南好就业"小程序,为求职者上门送岗、对招聘者上门拓 岗。 重点群体促就业,幸福"守得住"。我省坚持把高校毕业生等青年群体就业作为重中之重,实施"海 南学子'就'在海南"留才行动、百场校园招聘活动和就业指导进校园服务活动、"三支一扶"行动等,为毕 业生提供系列服务;大力开展困难群体就业帮扶"晴天行动",按照"一人一档、一人一策"要求为就业困 难人员建立就业帮扶档案,制定就业帮扶计划。 打好惠 ...
疏勒:公开课赋能就业梦 为职校毕业生铺就就业路
Sou Hu Cai Jing· 2025-05-19 11:30
为助力应届毕业生点燃创业梦想、明晰职业发展方向,近日,由喀什地区人力资源和社会保障局组织 的"助力创业梦想·服务创业征程"创业指导公开课活动走进疏勒县,为县中等职业技术学校、技工学校 的应届毕业生送上一场创业知识"盛宴"。 活动现场,来自企业与职业指导领域的资深专家组成的讲师团凭借丰富的实践经验和深厚的专业理论知 识,围绕当前就业形势、职业规划、求职技巧、职场适应等核心内容进行讲解。老师巧妙结合案例,生 动诠释创业理念与技巧,以详实数据、鲜活事例,深入剖析当下就业形势与就业市场动态,细致解读喀 什地区产业发展趋势及人才需求方向,助力学生对就业环境形成更清晰全面的认知。 此次培训切实让学生对创业有了更深刻的认识与理解,让他们不仅收获了实用的创业知识技能,拓宽了 视野,还激发了创业热情与创新思维。疏勒县中等职业技术学校学生阿卜杜拉·土尔衮在课后激动地 说:"这次创业指导公开课让我受益匪浅!老师们讲授的创业知识非常实用,更重要的是点燃了我内心 的创业梦想。作为技工学校的学生,除了要练就过硬的专业本领,更要培养敢想敢做的创业精神。今 后,我将不断提升自身综合能力,努力把握适合自己的创业机会。" 山东工艺美术学院创新创 ...
美联储博斯蒂克:在就业方面还没有看到太大的变化,企业称没有大规模裁员的计划。
news flash· 2025-05-19 11:28
Core Insights - The Federal Reserve's Bostic noted that there have not been significant changes in employment, with companies indicating no plans for large-scale layoffs [1] Group 1 - Employment levels remain stable, with no major shifts observed in the job market [1] - Companies have communicated that they do not have plans for mass layoffs, suggesting a degree of stability in the labor market [1]
失业率连续两月回落,提前启动就业攻坚|不老经济学
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-19 10:32
Core Viewpoint - The National Bureau of Statistics reported that the urban surveyed unemployment rate in China averaged 5.2% from January to April, remaining stable compared to the same period last year, with a slight decrease to 5.1% in April, indicating a stable employment situation despite external pressures [1][3]. Employment Stability - In April, the urban surveyed unemployment rate was 5.1%, down 0.1 percentage points from the previous month, marking two consecutive months of decline [3]. - The unemployment rates for migrant workers and youth aged 16-24 also showed a decrease, with the rate for migrant workers at 4.7%, down 0.3 percentage points from the previous month [3][4]. - The demand for labor in enterprises increased in April, contributing to the improvement in unemployment rates [3]. External Environment Impact - The external environment has become increasingly complex, with rising uncertainties affecting the labor market, leading to a 0.1 percentage point increase in the unemployment rate for local registered populations and a 0.2 percentage point increase for migrant agricultural workers compared to the same period last year [3][5]. - Analysts suggest that the impact of U.S. tariff policies on employment is significant in certain industries, particularly leather, footwear, and textiles, but overall, the short-term employment market may remain relatively stable [3]. Employment Policies and Initiatives - The government has implemented various policies to support employment, focusing on key sectors and groups, including a plan to develop job positions in seven key areas and six tasks to support employment for priority groups [5][6]. - A series of recruitment events have been organized to address the employment challenges faced by recent graduates, with over 1200 companies offering more than 50,000 positions during a recent job fair [6][7]. Long-term Employment Challenges - Structural employment issues persist, particularly for youth, while some industries face labor shortages, especially for skilled workers [5][6]. - The need for educational reforms to align with industry demands is emphasized, as there is often a four-year lag between education and employment, which can hinder job readiness [7].
广东一季度新增就业近35万人 城镇调查失业率均值低于全国平均水平
Nan Fang Ri Bao Wang Luo Ban· 2025-05-16 08:25
Employment Stability in Guangdong - Guangdong has focused on stabilizing total employment, expanding new job opportunities, and improving job quality, with a total employment figure of approximately 70.57 million, accounting for about 10% of the national total [1] - The urban survey unemployment rate in the first quarter was below the national average, with a cumulative addition of 348,600 urban jobs, representing a year-on-year increase of 9.3%, achieving 31.7% of the annual target of 1.1 million [1] Talent Acquisition and Retention - BYD has absorbed over 50,000 fresh graduates in the past three years, with around 70% being master's and doctoral graduates, and 80% in R&D positions [2] - The company has trained nearly 1,800 postdoctoral researchers, achieving a 100% retention rate, with key technologies led by these researchers [2] - BYD's success in talent retention is attributed to its emphasis on self-cultivation, competitive salaries, and benefits that enhance employee loyalty [2] Skills Training Initiatives - Guangdong has invested in skill enhancement, with 161,000 participants in subsidized vocational training in the first quarter, offering training subsidies ranging from 800 to 3,600 yuan based on job categories and skill levels [3] - The "pay after training" initiative alleviates financial burdens on trainees, with a vocational training school reporting an 80% employment rate for over 4,000 trained individuals in the past two years [3] Employment Services Accessibility - Employment service stations have been established to provide local job services, with 1,080 stations built across the province, including 153 standardized employment stations [5] - A large-scale recruitment event in March attracted 12,000 participants, with 5,120 job openings from 1,273 companies, showcasing Guangdong's commitment to employment stability [5] - The "Million Talents Gathering in South Guangdong" initiative aims to attract 1 million college graduates to work and start businesses in the province [5]