Core Viewpoint - The German economy is in a state of recession, with a projected decline in economic output of 0.2% for the year, influenced by U.S. tariff policies and global uncertainties [1] Economic Performance - The report indicates that Germany has experienced economic contraction for two consecutive years in 2023 and 2024 [1] - The cautious behavior of consumers in making large purchases is highlighted as a significant factor affecting economic performance [1]

Core Viewpoint - The comments from Bank of England member Taylor highlight that global uncertainty and trade shifts may lead to deflationary pressures in the economy [1] Group 1 - Global uncertainty is identified as a significant factor influencing economic conditions [1] - Trade transfers are contributing to the potential for deflation [1] - The implications of these factors could affect monetary policy decisions moving forward [1]

【沪铜：价格震荡，多因素交织】昨日，铜价早盘先上扬后下跌，夜盘小幅走强，重回 78000 上方。宏 观上，全球不确定性反复，中俄发表联合声明，英美达成关税协议，市场风险偏好改善，美联储降息预 期偏好，美元指数重回 100 上方。矿端供给紧张未变，冶炼加工费走低。国内消费旺季近尾声，去库节 奏放缓。综合看，贸易关税虽有突破，但美与他国谈判或存阻力，需求预期有限，叠加美元下行放缓， 铜价或维持区间震荡。【沪铝：延续震荡态势】昨日氧化铝价格反弹，夜盘至 2800 上分。宏观方面， 全球不确定性反复，中俄联合声明，英美关税协议达成，钢铝关税取消，市场风险偏好改善，美联储降 息预期偏好，美元指数重回 100 上方。氧化铝部分地区现货价格微升，短期减产增多，做空情绪减弱， 但新产能投产推进，进口矿石价格下行，氧化铝上方空间有限。沪铝供给约束仍在，产量增长慢。国内 旺季消费近尾声，去库节奏放缓，关注美国铝关税变化。综合看，氧化铝短期下行动能减弱，基本面仍 偏空，沪铝预计延续震荡。【沪镍：多空交织，格局未变】供应方面，矿端紧张未改善，关注雨季结束 进展；镍铁成本高，下游钢厂盈利承压，市场僵持；中间品受硫磺价格上涨和印尼天气扰 ...

Core Insights - The report indicates that due to global uncertainties, commodity exports from India may face pressure, while service exports are expected to maintain resilience [1] Group 1: Economic Outlook - Global uncertainties are impacting India's commodity exports, suggesting potential challenges ahead [1] - Service exports are projected to remain robust despite the pressures on commodity exports [1]

土耳其财政部长：国内需求和投资使土耳其经济在全球不确定性中相对具有韧性。 ...

【导读】全球资管巨头：全球不确定性高企，美股承压 4月22日，港股三大指数齐涨。其中，恒生指数收涨0.78%，报21562.32点；恒生科技指数收涨0.24%，报4899.21点；恒生国企指数收涨0.68%，报7950.79 点。全日大市成交额为2513.82亿港元，南向资金净买入213.6亿港元。2025年以来，南向资金已累计净买入6258.22亿港元。 消息面上，4月17日，万达酒店发展、同程旅行与万达酒店管理（香港）有限公司（以下简称万达酒管）订立买卖协议，万达酒店发展有条件同意出售而 同程旅行已有条件同意购买待售股份（即万达酒管全部已发行股本），初步代价约为24.97亿元。据了解，交割后，万达酒店发展将不再持有万达酒管任 何权益。资料显示，万达酒店发展主要经营酒店业务和物业业务，其中，酒店业务由此次出售的万达酒管经营。 | 港股综合屏 | 板块跟踪 | 市场情绪 | 个股热图 | 南向交易 | 热门股票 | AH股对价 港美股对价 | 港股席位分布 | 机构龙虎榜 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | ...

智通财经4月16日电，世界银行行长班加表示，全球不确定性正在促成一个更加谨慎的商业和经济环 境。 ...