Core Insights - The agricultural sector in Iowa is facing significant uncertainty due to U.S. government tariff policies, impacting farmers' production and operations [1][2][3] Group 1: Economic Impact on Farmers - Iowa has over 86,000 family farms, primarily producing corn and soybeans, but rising inflation, high costs, and trade uncertainties are squeezing profit margins [2][3] - The cost of farming per acre ranges from $600 to $800, while the annual revenue from corn is between $600 and $1,000, and for soybeans, it is between $650 and $950, indicating limited profitability [2] - The breakeven price for soybeans is around $10 per bushel, while corn needs to be priced above $5 per bushel for farmers to be profitable [3] Group 2: Trade Relations and Tariff Effects - The U.S. soybean production for 2024 is projected at nearly 120 million tons, with exports of 52.4 million tons, half of which goes to China [3] - Recent tariff policies have led to significant price fluctuations in the soybean market, with prices dropping from $10.3 to $9.77 per bushel within a few days due to tariff announcements [4] - Farmers are concerned about the impact of tariffs on their operations, leading to reduced purchases of agricultural machinery, with sales down by 40% to 60% [5] Group 3: Future Outlook and Stability - Farmers express a strong desire for stable trade relations and the expansion of overseas markets to ensure future growth [6] - Key stakeholders in Iowa's agricultural sector are advocating for dialogue between the U.S. and China to restore normal trade relations, emphasizing the importance of agricultural exports [6] - The sentiment among farmers is that high tariff rates are detrimental to business, and there is hope for changes in trade policies to foster a more favorable environment [6]

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。 ...

Group 1 - The core viewpoint is that gold prices have reached a four-week high but are currently facing resistance, with geopolitical tensions and trade war risks providing support for gold prices [1][2][4] - The recent increase in gold prices was driven by heightened market risk aversion due to Trump's announcement of increased tariffs on steel and aluminum, as well as escalating conflicts in Ukraine [2][4] - Technical analysis indicates that gold is experiencing a high-level consolidation, with key support levels at $3354 and $3333, and resistance levels at $3382 and $3400 [4] Group 2 - The market is closely monitoring upcoming economic indicators, including the European Central Bank's interest rate decision and speeches from multiple Federal Reserve officials [2] - The recent ADP employment data showed a slowdown in hiring, reaching a two-year low, which has increased expectations for interest rate cuts, further supporting gold prices [2]

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。 ...

新加坡SGMC Capital创始人兼首席执行官Massimiliano Bondurri表示： "我们明显看到大量波动，投资者渴望更多可见性。市场来回震荡是正常的。" 通胀数据好于预期，欧洲央行降息在即？ 6月3日周二，美股期货延续了连日来涨跌交替的震荡格局。欧洲股市同样走低，而美国国债则受到避险资金青睐上涨，日本10年期国债拍卖需求 旺盛。美元指数小幅走强0.2%。 当前市场正处于关键十字路口：贸易不确定性持续发酵，经济数据疲软信号频现，而政策制定者的应对空间却日益受限。投资者需要为更多波动 做好准备。 经济软着陆信号频现，就业数据成关键 美国经济显现出温和但广泛的疲软迹象。经合组织周二再次下调全球经济增长预期，预计今明两年全球经济增速均为2.9%。美国位列受冲击最严 重的国家之一。 即将公布的美国4月职位空缺报告预计将显示职位空缺降至2020年以来最低水平，反映出企业对消费者节约成本努力的日益关注。定于周五发布的 非农就业数据可能显示招聘步伐放缓。巴黎AXA Investment Managers欧洲股票主管Gilles Guibout表示： "市场交易价格比4月2日更高，但盈利预期已被下调，全球增长也 ...

Group 1 - The recent HSBC survey indicates that 74% of Hong Kong enterprises remain confident in expanding international trade over the next two years, with a focus on deepening trade relations with mainland China, South Asia, and Europe [4] - 90% of mainland enterprises express confidence in continuing international trade expansion, with 84% believing that trade uncertainties are prompting them to transform and seek new opportunities [4] - 54% of Asian enterprises plan to increase economic and trade interactions with mainland China, while 38% expect to deepen trade relations with South Asia and 36% with Europe [4][5] Group 2 - The Morning Consult data shows that as of the end of May, China's net approval rating stands at 8.8, while the U.S. is at -1.5, indicating a significant shift in global perceptions [2][7] - The CEO confidence index in the U.S. dropped from 60 to 34, marking the lowest level since Q4 2022 and the largest decline since the survey began in 1976, suggesting a pessimistic outlook on the economic future [2][10] - 34% of Asian enterprises have adjusted prices to cope with rising costs, and 37% have increased inventory levels to address supply chain disruptions [5]

摘要周五（5月30日）国际黄金日内维持下跌走势，目前市场焦点还集中在周五将公布的美国个人消费 支出(PCE)物价指数数据上。市场将仔细分析该数据，以寻找有关美国未来货币政策的信号。 美联储利率政策与贸易不确定性成为市场焦点。周四，美国联邦上诉法院暂停贸易法院的裁定，临时恢 复前总统特朗普实施的关税措施。据市场调查显示，此举为贸易前景再添变数，增强市场避险情绪，有 助于金价保持韧性。 此外，美联储多位官员近期表示，如果经济数据和通胀进一步回落，今年进行2次降息是合理的预期。 尽管FOMC会议纪要显示目前仍保持观望态度，但市场仍倾向于年内降息。这种利率路径的不确定性， 成为黄金的中长期支撑因素之一。 【黄金技术分析】 今日周五，金价又再度跌破3300点，内盘TD价格虽保持在765上方，但涨势力度不强，白盘时段能否延 续昨日的上涨格局，不好肯定，因此还需观察等待。短期内若没有风险事件支撑，金价上涨较难持续， 所以还是不能再高位追进，或许会跌破位昨日低点，也或许不会，总之能够再回撤拉低价格，就是入场 的最佳时机，因为下一阶段的上涨快启动了。 晚间交易提醒： 20:00 德国5月CPI月率初值 周五（5月30日）国际黄 ...