特朗普：与越南达成贸易协议，详细信息将在稍后公布。 ...

美国总统特朗普：将于7月3日前往爱荷华州，届时我还会告知我在贸易方面已经做的一些了不起的事 情，尤其是与农民有关的事情。 跟踪全球贸易动向 +订阅 订阅特朗普动态 +订阅 ...

爱尔兰财政部长：对贸易的市场情绪已处于低谷。 ...

美联储主席鲍威尔：当前是地缘政治、贸易和移民方面发生重大变化的时期，但这并不改变我们制定货 币政策的方式。 ...

市场消息：美国总统特朗普和加拿大总理卡尼正在进行一对一的闭门会谈。贸易将是两位领导人可能讨 论的话题。 ...

一名美国高级官员宣称，总统特朗普将在加拿大G7峰会上侧重于AI、矿业、能源、贸易。 ...

Group 1: Inflation Data - Core CPI continues to rise, indicating steady internal demand recovery, with a year-on-year increase of 0.6% in May, up 0.1 percentage points from the previous month[7] - Overall CPI in May decreased by 0.1% year-on-year, with energy prices dropping by 6.1%, a decline that expanded by 1.3 percentage points compared to the previous month[7] - Non-food CPI remained stable year-on-year, reflecting a steady performance in consumer prices[7] Group 2: Trade Data - In May, China's exports amounted to $316.1 billion, showing a year-on-year growth of 4.8%, which was below the market expectation of 6.2% and the previous month's 8.1%[14] - Exports to the U.S. fell by 34.5% in May, a decline that widened by 13.5 percentage points from the previous month, despite expectations of recovery due to tariff reductions[14][15] - Exports to Japan and ASEAN countries grew by 6.2% and 14.8% respectively, indicating relative stability in trade with other regions[14] Group 3: Economic Outlook - Signs of weakening consumer momentum are evident, with some policy-supported categories showing price stagnation or decline[6][8] - High inventory levels among U.S. wholesalers and retailers suggest a lack of urgency to replenish stock, impacting China's export dynamics[15] - The need for counter-cyclical policies is emphasized to stabilize expectations and ensure steady economic performance amid external uncertainties[29]

双方讨论了汇率和贸易问题，都认为汇率应该由市场决定。 美国财政部：财政部长贝森特会见日本财务大臣。 ...

美联储威廉姆斯：贸易是一个尤其不确定的因素。 ...

Group 1 - The forum highlighted the impact of the Trump administration's tariff policies, aiming to reduce trade deficits and increase U.S. fiscal revenue, while potentially restructuring the international trade and investment system with a more prominent U.S. role [1] - The rebalancing of trade and investment costs is creating more opportunities for developing countries in the Global South, as companies face greater uncertainty and seek cost-effective locations for operations [2] - Major economies are undergoing profound internal economic adjustments due to global trade rebalancing, with a focus on domestic economic structure to effectively address trade imbalances [2] Group 2 - The global monetary system is expected to evolve towards a more diverse and inclusive framework, with potential changes driven by the inclusion of more currencies and increased attention to digital currencies [3] - China's cross-border investments have significantly increased, with over $3 trillion in direct investment stock from 2014 to 2024, indicating strong participation in international markets and supply chains [4] - Chinese companies are increasingly establishing industrial parks abroad, creating industrial clusters that contribute to local economic development and infrastructure improvements [5]