Market Overview - US stock index futures are all down, with Dow futures down 0.20%, S&P 500 futures down 0.16%, and Nasdaq futures down 0.21% [1] - European indices show mixed results, with Germany's DAX down 0.03%, UK's FTSE 100 up 0.08%, and France's CAC40 up 0.03% [2][3] - WTI crude oil increased by 1.35% to $65.86 per barrel, while Brent crude oil rose by 1.17% to $67.65 per barrel [3][4] Economic Data and Predictions - The upcoming CPI report is expected to show a slight increase in overall inflation from 2.3% in April to 2.4% in May, with core CPI expected to rise to 2.9% from 2.8% [4] - Economists are closely monitoring the impact of tariffs on consumer prices, with predictions that future tariffs may further influence monthly inflation rates [4] - Jamie Dimon, CEO of JPMorgan Chase, predicts potential economic deterioration in the US labor market and other key indicators, particularly between July and October [7] Company News - Tesla's CEO Elon Musk expressed regret over a previous post criticizing President Trump and announced the upcoming delivery of the first fully autonomous vehicle in Austin, Texas [8] - GameStop reported a 17% year-over-year decline in Q1 revenue, falling short of expectations, despite achieving profitability for the fourth consecutive quarter [9] - Google has initiated a voluntary buyout program across various departments, including core business areas, following a previous layoff of 12,000 employees [10] Upcoming Events - Important economic data to be released includes the US May CPI at 20:30 and the June IPSOS consumer sentiment index at 23:00 [11]

土地肥沃的美国艾奥瓦州刚刚经历了春播。这里被称为美国"粮仓"，是美国中西部粮食主产区，盛产玉 米、大豆等农作物。新华社记者日前对当地开展"田野调查"发现，在美国政府一系列关税政策影响下， 艾奥瓦州农户的生产经营正面临较大不确定性。农业从业者们普遍期盼更加稳定、可预期和互利共赢的 贸易环境。 美国加征关税政策给当地农业从业者带来巨大经营压力。数据显示，美国2024年大豆产量接近1.2亿 吨，出口5240万吨，中国市场占其出口的50%左右。中美贸易紧张导致近几个月美国对中国大豆出口陷 于停滞，其市场影响可想而知。 遭受"春播之困" 刚刚过去的春播季，加征关税带来的不确定性始终困扰着农户。即使在春播最后时刻，一些农民还在反 复盘算，为多种大豆还是多种玉米纠结不已。 凯尔·佩利特对记者说，大豆是受关税措施影响最大的农产品之一。美国国内大豆价格出现明显波动， 对农户经营造成较大困扰。 美国农业部数据显示，中国是美国大豆出口的主要市场，对华出口额和出口量均占美国大豆出口的半壁 江山。美国大豆市场对于美国对华关税政策变化非常敏感。受美国政府宣布"对等关税"政策影响，现货 市场大豆价格从4月2日每蒲式耳10.3美元，下跌至4 ...

面对特朗普关税政策引发的贸易不确定性和国内经济增长放缓压力，印度央行（RBI）意外宣布大幅降 息50个基点，远超市场预期。 6月6日周五，印度央行货币政策委员会决定将基准回购利率下调50个基点至5.5%，这是该行自2025年2 月以来连续第三次降息，年内累计降息幅度已达100个基点。与此同时，印度央行将存款准备金率下调 100BP至3%，预期4%。 据彭博社报道，在接受调查的34位经济学家中，仅有1人预测到如此激进的降息幅度。 印度央行行长Sanjay Malhotra在孟买发表电视讲话时表示，通胀已"显著回落"至远低于目标水平，近期 经济前景让央行有信心通胀将在可持续基础上与目标保持一致。数据显示，印度零售通胀率已降至4月 份的3.16%，创近6年新低，远低于央行4%的中期目标。 降息降准后，印度债券上涨、股市涨幅收窄。印度10年期国债收益率下跌6个基点至6.19%。印度5年期 国债收益率下跌14个基点，目前为5.68%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资 ...

周五(6月6日)亚市盘中，现货黄金上涨，目前交投于3370.50美元/盎司，涨幅0.53%。市场焦点正转向今 晚即将公布的美国非农就业报告。预计5月失业率将稳定在4.2%，新增就业岗位13万个，低于4月的17.7 万个，但仍高于健康劳动力市场的10万岗位门槛。 【要闻速递】 尽管特朗普呼吁降息，但美联储主席鲍威尔至今仍选择按兵不动，在关税波动盛行的情况下等待进一步 的数据来指导政策决定。 得益于特朗普强硬贸易立场的软化和乐观的企业财报，美国股市在5月份大幅反弹，标普500指数和纳斯 达克指数创下2023年11月以来的最大单月百分比涨幅。 【黄金技术面分析】 周四金价冲高后回落，最终以阴线收盘，并且向下跌破了5日均线。当前日内重点需关注10日均线的位 置，该均线目前位于3333附近，而这里也是周二的低点位置。若金价向下破位10日均线，需提防行情延 续下跌的可能﹔若金价能维持在10日均线之上，则可保持震荡的思路对待。今日方面来说，非农数据才 是今天的关键。 周三弱于预期的美国民间就业和服务业数据引发了市场对贸易不确定性导致经济放缓的担忧，投资者将 注意力集中在周五的非农就业报告上。 周四的初请失业金数据显示，上周 ...

分析师：贸易不确定性遏制了欧元波动 金十数据6月5日讯，外汇分析师表示，从表面上看，欧洲央行下修通胀预期可能会引发更剧烈的外汇反 应。但挥之不去的贸易不确定性，以及最近欧元与利率的相关性的崩溃，使欧元在很大程度上受到了遏 制。不过，欧元再次测试日高，这是一个微妙的信号，表明即使在低波动环境下，交易商可能仍倾向于 上行敞口。 ...

昨日周三我们认为，黄金刷新四周新高后，涨势暂时遇阻，短线回落调整，不过地缘紧张局势以及贸易战重燃的风险，仍对金价形 成支撑，因此操作上建议大家，下方支撑关注3333美元，其次3300美元，上方压力关注3370美元，其次3392美元。 黄金日内参考：黄金刷新四周新高后，涨势暂时遇阻，市场对地缘紧张局势以及贸易不确定性的担忧，支撑金价展开高位震荡。操 作上建议震荡思路对待，下方支撑关注3354美元，其次3333美元，上方压力关注3382美元，其次3400美元，向上突破可以关注3438 美元。 从之后的走势看，亚盘开盘后，黄金回落3346美元企稳，反弹3372美元遇阻，欧盘盘中跌至3343美元企稳，美盘开盘后反弹3384美 元遇阻，回落3370美元企稳，目前暂时交投于3374美元附近。总体看，周三黄金基本处于我们给出的3333美元，到3392美元区间 内，保持震荡走势运行。 日线图上，黄金刷新四周新高后，涨势暂时遇阻，高位震荡调整。黄金上方压力，关注周三高点3382美元，其次3400美元整数位 置，也是4小时布林带上轨附近，突破站稳这里，上方可以关注5月高点3438美元；黄金下方支撑，关注日线5日均线位置，周三金价 ...

| | | | SDIC FUTURES | | | | --- | --- | --- | | | 操作评级 | 2025年06月04日 | | | | 杨蕊霞 农产品组长 | | 员一 | 女女女 | F0285733 Z0011333 | | 豆粕 | な女女 | 吴小明 首席分析师 | | 豆油 | な女女 | | | | | F3078401 Z0015853 | | 棕榈油 | ななな | 董甜甜 高级分析师 | | 菜粕 | ななな | | | | | F0302203 Z0012037 | | 菜油 | ななな | 宋腾 高级分析师 | | 玉米 | ななな | | | | | F03135787 Z0021166 | | 生猪 | な女女 | | | 鸡蛋 | な女女 | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 【豆一】 国产大豆在低位震荡徘徊。明日国产大豆举行竞价采购专场,关注实际成交情况。从天气上看,短期东北地区 大部时段光温适宜，利于大豆等早田作物苗期生长。进口大豆方面。进口大豆方面国内供应端后续表观充裕, 主要是巴西大豆 ...

Core Viewpoint - Westpac Bank expresses concerns that Australia may face prolonged low growth due to weak first-quarter GDP data and government spending cuts [1] Economic Outlook - The weak GDP data has raised market fears about Australia's economy entering a phase of long-term moderate growth [1] - Westpac's senior economist, Pat Bustamante, indicates that if the anticipated rebound in private consumption is hindered by global trade uncertainties, the domestic economic stagnation may persist for a longer duration [1] Trade and Investment Impact - Bustamante highlights that global uncertainties related to U.S. trade policies have negatively impacted market confidence, business investment, and consumer willingness to spend, exacerbating the risks to the economy [1]

Group 1: Market Performance - US stock market rose on Tuesday, driven by strong performance in chip stocks, with the Dow Jones Industrial Average up 214.16 points to 42519.64, a gain of 0.51% [1] - The S&P 500 index increased by 34.43 points to 5970.37, a rise of 0.58%, while the Nasdaq Composite index climbed 156.35 points to 19398.96, up 0.81% [1] - The information technology sector led the market with a 1.5% increase, highlighting the strength of technology stocks [1] Group 2: Nvidia's Market Position - Nvidia regained its title as the world's most valuable publicly traded company, with a market capitalization of $3.45 trillion, surpassing Microsoft's $3.44 trillion [2] - Nvidia's stock rose approximately 3% to $141.40, with a cumulative increase of nearly 24% over the past month, despite uncertainties related to export controls and tariffs [1][2] - Nvidia's Q1 revenue grew by 69% year-over-year to $44.06 billion, significantly exceeding market expectations [1] Group 3: Economic Indicators - In April, US job openings increased to 7.391 million, indicating a cautious approach to hiring by businesses, as layoffs also rose during the same period [2] - Factory orders in the US fell by 3.7% month-over-month in April, attributed to the waning effects of previous "pull-forward" purchasing [2] - Investors are awaiting the upcoming non-farm payroll data to assess the impact of trade uncertainties and policy expectations on the economic fundamentals [2] Group 4: Other Notable Stocks - Wells Fargo shares rose by 1.2% and further increased by about 2% in after-hours trading after the Federal Reserve lifted the asset cap imposed on the bank [3] - In the commodities market, WTI crude oil futures rose by 1.42% to $63.41 per barrel, while Brent crude increased by 1.55% to $65.63 per barrel [3] - Gold futures faced downward pressure, with COMEX gold futures declining by 0.59% to $3377.1 per ounce [3]

美联储博斯蒂克：若缺乏贸易不确定性，很难断言美联储是否会降息。 ...