Domestic News - The China Securities Regulatory Commission has revised the "Major Asset Restructuring Management Measures for Listed Companies," introducing a private equity "reverse linkage" arrangement for the first time [1] International News - The Federal Reserve's Bostic expects one interest rate cut this year, stating that the U.S. will not fall into recession [3] - New Jersey Transit, the third-largest commuter rail operator in the U.S., has gone on strike for the first time in 40 years, affecting the travel of hundreds of thousands [3] - U.S. one-year inflation expectations for May reached the highest level since 1981; consumer confidence slightly dipped to the second-lowest historical level but ended a four-month streak of significant declines [3] - Trump announced that the U.S. has $10 trillion in investments, considering increasing it to approximately $13 trillion, and has proposed a nuclear agreement to Iran [3] - Trump indicated that new tariffs will be imposed on many countries within the next two to three weeks; Japan may not reach a trade agreement with the U.S. by the end of July, and the Korea-U.S. trade agreement may be finalized after the July 8 deadline [3] - In the Russia-Ukraine talks, discussions lasted only two hours, with Russia demanding Ukrainian troop withdrawal as a condition for ceasefire; Ukraine found the demands unacceptable, and both sides agreed to continue negotiations on the exchange of 1,000 prisoners of war [3] Company News - The Hang Seng Index will include Midea Group and ZTO Express; the Hang Seng Tech Index will add BYD Company while removing Reading Group [4] - The Honghu Fund Phase II, with a scale of 20 billion yuan, is set to invest in the market soon [4] - CATL announced the H-share offering price at HKD 263.00 per share [4] - The Shanghai Stock Exchange will closely monitor *ST Jinguang and other stocks with delisting risk warnings this week [4] - The Shenzhen Stock Exchange will focus on stocks with abnormal price fluctuations, such as *ST Yushun and ST Jiajia, this week [4]

Core Viewpoint - The slight decline in consumer confidence in the U.S. for May is disappointing, as there were expectations for a recovery following the suspension of tariffs by Trump [1] Group 1: Consumer Confidence - The University of Michigan's consumer confidence index has shown a small decrease in May [1] - Analyst Adam Button from Forexlive expressed disappointment in the data, indicating that a recovery was anticipated but did not materialize [1] Group 2: Tariff Impact - The suspension of tariffs is expected to be a favorable factor in the coming month, despite the current lack of recovery in consumer confidence [1]

Core Insights - The 10-year U.S. Treasury yield remained stable around 4.4% with a daily decline exceeding 3 basis points before and after the release of U.S. consumer confidence and inflation expectations data [1] - The 2-year Treasury yield increased by approximately 1.5 basis points, nearing 3.9450%, with an overall daily decline of over 2 basis points [1] - The 2/10 year Treasury yield spread fell below +45.5 basis points, with an overall daily decline [1] - Spot gold maintained a decline of 1.76%, stabilizing around $3182 per ounce [1] - The ICE U.S. Dollar Index dropped over 0.1%, approaching 100.70 points [1] - The Bloomberg Dollar Index experienced a rise, reaching a daily high of 1230.42 points, maintaining a V-shaped reversal since 20:00 Beijing time [1] - The S&P 500 Index held a gain of 0.1% [1]

金十数据5月16日讯，密歇根大学消费者调查主任Joanne Hsu表示，消费者信心指数本月基本持平，在 连续四个月大幅下滑后，仅微跌1.4点。自2025年1月以来，市场信心下降了近30%。近四分之三的消费 者自发提到了关税，高于4月份的近60%；贸易政策的不确定性继续主导着消费者对经济的看法。此次 调查是在4月22日至5月13日期间进行的，在中美双双宣布暂停征收部分关税的两天后结束。在暂时降低 关税后，许多调查指标显示出一些改善迹象，但这些最初的好转幅度太小，不足以改变整体形势——消 费者继续对经济持悲观看法。到目前为止，最初的反应与4月9日部分暂停关税后的情绪小幅上升相呼 应，尽管情绪继续呈下降趋势。 5月美国消费者信心微跌，此前连续四个月大幅下跌 ...

智通财经5月16日电，密歇根大学消费者信心指数报50.8，创下史上第二低。 ...

美国5月一年期通胀率预期初值录得7.3%，为1981年以来最高。密歇根大学消费者信心指数录得50.8， 创下史上第二低。 ...

美元指数DXY短线上涨16点，现报100.84，此前数据显示通胀预期走高，消费者信心降低。 ...

智通财经5月16日电，美国5月密歇根大学消费者信心指数初值为50.8，预期53.4，前值52.2。 ...

美国5月密歇根大学消费者信心指数初值 50.8，预期53.4，前值52.2。 ...

Group 1 - The University of Michigan's Consumer Confidence Index for May and the one-year inflation expectations will be released shortly [1]