Core Viewpoint - The UK and EU are engaged in final negotiations in Albania to finalize the re-establishment of bilateral relations post-Brexit, with key discussions focusing on fisheries, youth mobility, student access, and a new agricultural trade agreement [1] Group 1 - UK Prime Minister Starmer will hold last-minute talks with EU leaders in Tirana, Albania, to resolve outstanding issues before the upcoming EU-UK summit on May 19 in London [1] - The negotiations have reached a critical stage, with both parties still debating specific details related to various sectors [1] - An EU official indicated that Starmer needs to conduct bilateral talks in Tirana to address these issues effectively [1]

德国DAX30指数5月13日（周二）收盘上涨88.95点，涨幅0.38%，报23640.50点； 英国富时100指数5月13日（周二）收盘下跌4.04点，跌幅0.05%，报8600.94点； 法国CAC40指数5月13日（周二）收盘上涨16.44点，涨幅0.21%，报7866.54点； 欧洲斯托克50指数5月13日（周二）收盘上涨23.09点，涨幅0.43%，报5415.45点； 西班牙IBEX35指数5月13日（周二）收盘上涨132.57点，涨幅0.97%，报13762.37点； 意大利富时MIB指数5月13日（周二）收盘上涨161.39点，涨幅0.40%，报40083.00点。 ...

高盛：上调英国经济增长预测，预计第二季度至第四季度的累计实际GDP增长 0.6%，此前预测为 0.4%。 ...

德勤首席经济学家Ian Stewart在给客户的一份研究报告中写道，英国就业市场放缓的迹象可能会促使今 年晚些时候进一步降息。Stewart表示，在失业率上升和职位空缺减少的情况下，持续强劲的薪资上涨 是一个亮点。"但由于雇主在招聘方面持谨慎态度，失业率可能会继续上升，而薪资增长将开始放 缓，"他说。"劳动力市场走弱可能会强化今年晚些时候进一步降息的理由。" ...

Group 1 - The core viewpoint is that the internationalization of the Renminbi (RMB) is an important development strategy for China, which should be approached with a pragmatic and cautious attitude rather than a pursuit of prestige [1] - Currency internationalization refers to the extent to which a sovereign currency is used as a medium of exchange or reserve asset in global economic activities, with a significant focus on financial transactions rather than just trade [1][4] - Financial transactions are the primary form of global trade, with the volume of foreign exchange trading equating to a year's worth of international trade every five trading days, and the total financial transaction volume being equivalent to global GDP every week [3][4] Group 2 - The internationalization of the RMB can enhance transaction convenience for businesses, eliminating the need to consider multiple currencies for imports and exports, and reducing exposure to foreign exchange risks [4][5] - A less obvious benefit is the potential reduction in borrowing costs, as international investors may be attracted to invest in China, leading to lower financing costs for companies issuing bonds [5][6] - The internationalization of the RMB could also lower personal loan rates, as increased foreign investment in Chinese banks would reduce the cost of attracting deposits [6][8] Group 3 - From a national perspective, currency internationalization can provide significant advantages, such as improving the ability to respond to financial crises and reducing the cost of issuing government bonds [8][10] - However, there are risks associated with currency internationalization, such as the "American disease," which refers to the potential for a country to relax fiscal discipline when its currency becomes an international currency, leading to increased fiscal deficits and inflation [10][11] - The RMB's internationalization must be approached cautiously to avoid negative impacts on the U.S. economy and to prevent the pitfalls associated with excessive currency issuance [13][14]

Group 1 - Goldman Sachs has postponed its expectation for the Federal Reserve to cut interest rates until the end of the year and has lowered the probability of a U.S. recession [1] - The European Central Bank will maintain its aggressive stimulus policies from the past decade during its strategic assessment, avoiding calls for self-criticism after experiencing high inflation and significant losses [1] - Traders have reduced their bets on the Bank of England, expecting the rate cut to be less than 50 basis points by the end of the year [1] Group 2 - The Deputy Governor of the Bank of Japan, Masayoshi Amamiya, stated that if the global economy shows signs of recovery, Japan's economy is likely to rebound, which would enhance overall inflation and inflation expectations [1] - Japan's Finance Minister, Shunichi Suzuki, plans to meet with U.S. Treasury Secretary Janet Yellen during the upcoming G7 meeting in Canada to discuss foreign exchange issues [1] - The Chinese yuan's midpoint against the U.S. dollar was raised by 75 points to 7.1991, marking the highest level since April 7, 2025, with the largest increase since January 21, 2025 [1] - The People's Bank of China conducted a 1.8 trillion yuan seven-day reverse repurchase operation today, maintaining the operation rate at 1.40% [1]

英国3月三个月剔除红利的平均工资年率 5.6%，预期5.7%，前值5.90%。 ...

英国央行委员泰勒：虽然有暂停的迹象，但我们不知道接下来会走向何方。 ...

德国DAX30指数5月12日（周一）收盘上涨73.99点，涨幅0.31%，报23563.43点； 英国富时100指数5月12日（周一）收盘上涨52.53点，涨幅0.61%，报8607.33点； 法国CAC40指数5月12日（周一）收盘上涨106.35点，涨幅1.37%，报7850.10点； 欧洲斯托克50指数5月12日（周一）收盘上涨83.71点，涨幅1.58%，报5393.45点； 西班牙IBEX35指数5月12日（周一）收盘上涨116.34点，涨幅0.86%，报13659.44点； 意大利富时MIB指数5月12日（周一）收盘上涨562.01点，涨幅1.43%，报39932.00点。 ...

Group 1 - The German DAX 30 index initially rose by 0.18%, reaching 23541.33 points [1] - The French stock index initially increased by 1.40% [1] - The Italian stock index initially rose by 1.25%, with the banking index up by 2.06% [1] Group 2 - The Danish stock index initially increased by 0.82% [1] - The Copenhagen 25 index rose by 1.97% [1] - The UK stock index initially rose by 0.63% [1]