加拿大央行行长麦克勒姆将于十分钟后就加拿大经济前景、通胀趋势和利率等方面发表讲话。 ...

Group 1 - The core viewpoint of the article indicates that the easing of trade tensions presents an upside risk to Singapore's economic outlook, while geopolitical tensions pose a downside risk [1] Group 2 - Economists highlight that the current geopolitical landscape could significantly impact economic forecasts for Singapore [1]

Group 1 - The Bank of Japan unanimously decided to maintain interest rates, with future rate hikes dependent on the likelihood of achieving economic expectations [1] - The Japanese economy is showing moderate recovery, although some signs of weakness remain, with downward risks to both the economy and prices being more severe [1] - Inflation expectations in Japan have not stabilized at the 2% target level, with core inflation not rising at an accelerated pace [1] Group 2 - The Bank of Japan plans to reduce monthly government bond purchases, with a target of 325 billion yen for 3-5 year bonds from July to September, down from 275 billion yen previously [2] - By March 2027, the total amount of government bonds held by the Bank of Japan is expected to decrease by approximately 16-17% from the levels in June 2024 [2] - A new bond purchase plan will be announced in June next year for the period starting April 2027 [2]

6月13日，美国密歇根大学公布的数据显示，6月消费者信心指数意外回升至60.5，明显高于市场预期的58，也远高于5月的52.2。这不仅终结了此前连续五个 月的下滑趋势，更显示出美国家庭对经济现状和未来前景的看法正在发生微妙变化。然而，Vatee认为虽然短期信心反弹，但与去年同期相比，该指数仍低 11.3%，说明深层次的不确定性尚未完全消除。 从分项指标来看，消费者对当前经济状况的信心指数升至63.7，环比上涨8.1%，而对未来经济状况的信心则改善更为明显，从上月的47.9跃升至58.4，环比 涨幅达21.9%。这表明消费者对中短期经济前景的担忧有所缓解，部分得益于通胀数据的回落以及市场对美联储年内可能降息的押注升温。 即便信心指标短期回升，但目前的整体信心水平仍处于较低区间。自俄乌冲突以来，能源价格、食品价格波动较大，叠加高利率和高房贷成本的现实压力， 美国消费者的实际购买力受到明显挤压。企业裁员预期上升、信贷环境偏紧等因素也使得部分家庭对未来仍保持谨慎。 从政策层面看，若通胀持续缓和且信心进一步改善，可能强化美联储在9月或12月会议上降息的合理性。但如果油价因地缘政治持续上行、核心服务类通胀 反弹，消费信心 ...

Economic Data and Events - Key economic data and events to focus on include speeches from Federal Reserve officials regarding economic outlook and banking policies [1] - Germany's industrial production and trade balance for April will be released, along with the Halifax house price index for the UK [1] - France's industrial production and trade balance for April are also scheduled for release [1] - Eurozone's first quarter GDP year-on-year revision and employment figures will be published [1] - Retail sales data for April in the Eurozone will be reported [1] - Canada and the US will release employment figures for May, including unemployment rate and non-farm payroll data [1] - The total number of oil rigs in the US will be updated for the week ending June 6 [1]

Core Insights - Corporate optimism in the U.S. has significantly declined, continuing and deepening the downward trend observed in the first quarter, marking a stark reversal compared to the optimism seen after Donald Trump's re-election [1] Summary by Categories - **Corporate Sentiment** - Only 27% of surveyed executives expressed optimism about the economic outlook for the next 12 months, a notable decrease from 47% in the first quarter and 67% in the fourth quarter of the previous year [1]

Core Viewpoint - The Federal Reserve Governor Cook did not provide comments on the economic outlook or interest rate trends [1] Group 1 - The absence of commentary on the economic outlook suggests a cautious approach from the Federal Reserve [1] - Lack of guidance on interest rate movements may indicate uncertainty in monetary policy direction [1]

Group 1: Precious Metals - Gold prices surged by 2.8%, reaching a three-week high, marking the largest single-day increase in four weeks, driven by a weaker dollar and geopolitical risks [1] - Silver experienced a significant rise of over 5%, surpassing $34 per ounce, achieving its largest single-day gain since October of the previous year [1] - Year-to-date, gold has increased by over 25%, maintaining its appeal as a hedge against inflation and economic uncertainty, despite a decline in attractiveness since reaching a record high of over $3,500 per ounce in April [3] Group 2: Silver Market Dynamics - Silver's performance has lagged behind gold due to its weaker safe-haven properties, with prices more influenced by industrial demand [6] - Analysts predict silver prices could reach $40 per ounce by year-end, indicating a potential upside of about 20% from current levels, contingent on economic recovery and industrial demand [6] - Short-term silver price movements may follow gold, especially if geopolitical tensions escalate, but significant gains are limited without a recovery in industrial demand or supply constraints [6] Group 3: Base Metals and Tariffs - Following President Trump's announcement to double tariffs on aluminum and steel, futures prices for these metals surged, with aluminum prices rising by 54% to the highest level since 2013 [7] - Steel futures also saw an increase of over 8%, indicating potential cost pressures on U.S. manufacturing due to higher tariffs [7] - Trump's tariff policy aims to boost domestic steel and aluminum producers, leading to a rise in stock prices for these companies, while construction firms warn of increased costs for essential materials [9] Group 4: Copper Market Reaction - Copper prices have also risen significantly as traders speculate on potential high tariffs, reaching near two-month highs [9] - The market is closely monitoring the implementation of Trump's tariff policies, with skepticism about their long-term sustainability [9]

美联储洛根未对政策利率路径和经济前景发表看法。 ...

美联储主席鲍威尔在讲话中没有评论经济或 利率前景。 ...