Group 1 - South Korea will continue discussions with the United States regarding its foreign exchange policy to promote mutual understanding [1] - The U.S. Treasury Department previously placed South Korea on a monitoring list and urged it to restrain from intervening in the exchange rate [1] - South Korea's Ministry of Finance stated that it will seek to enhance "mutual understanding and trust" through regular communication and current foreign exchange consultations with the U.S. [1] Group 2 - Officials from the U.S. and South Korea held exchange rate consultations in Milan last month [1] - There is speculation that the Trump administration may be willing to accept a depreciation of the dollar, with exchange rates potentially becoming a topic in trade negotiations [1]

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 42319.74 | -108 | -0.25% | | | 纳斯达克 | 19298.45 | -162.04 | -0.83% | | | 标普500 | 5939.3 | -31.51 | -0.53% | | | 欧洲斯托克50 | 5410.55 | 5.4 | 0.10% | | | 英国富时100 | 8811.04 | 9.75 | 0.11% | | | 法国CAC40 | 7790.27 | -14.40 | -0.18% | | | 德国DAX | 24323.58 | 47.1 | 0.19% | | | 俄罗斯RTS | 1137.28 | -1.03 | -0.09% | | | 上证信数 | 3384.1 | 7.9 | 0.23% | | | 深证成指 | | 10203.5/L _ 58.92 | 0.58% | | | 创业板指anghul.co | | 2048.62 goguda23,68m | 1.17% | | | ...

金十数据6月6日讯，据日经新闻报道，有知情人士透露，美国和日本之间的关税谈判因三名对贸易持不 同看法的美国高级官员的参与而变得复杂。美国财长贝森特、商务部长卢特尼克和贸易代表格里尔之间 的公开分歧、竞争和混乱，使日本谈判代表难以判断特朗普政府的真实立场。一位消息人士称，在最近 的一次会议上， 三名内阁官员一度暂停了与日方的会谈，并在日方面前开始辩论。另一位与日本政府 关系密切的消息人士表示："这三名官员正在争夺功劳。"他推测，这可能是为了讨好美国总统特朗普。 这位知情人士说， 三人有时会分别向日本施压，要求其做出让步。另有日本高级经济官员表示："在目 前的会谈中，美国的工作层、内阁官员、总统等3个层面脱节，似乎没有分享信息。" 美国内阁官员意见割裂 日本在贸易谈判中云里雾里 ...

德国总理默茨：我们同意（德国）总理府和白宫将在贸易谈判上更加紧密地合作。 ...

当前，欧元区的通胀水平可以支持欧洲央行此次的降息决定。欧盟统计局最新公布的数据显示，欧元区 5月调和消费者价格指数(HICP)同比增长1.9%，较4月时的2.2%进一步下降，同时也是今年首次低于欧 洲央行设定的2%通胀目标。 与此同时，剔除能源、食品、烟草和酒类的欧元区5月核心HICP从4月的2.7%大幅下降至5月的2.3%。服 务业通胀水平也从4月的4%明显下降至5月的3.2%。 北京时间6月5日晚，欧洲央行召开6月货币政策会议，宣布降息25个基点，存款机制利率、主要再融资 利率和边际借贷利率分别下降至2.00%、2.15%和2.40%，符合市场预期。这是欧洲央行自2024年6月宣 布降息以来第八次下调利率。 欧洲央行在货币政策声明中表示，决心要确保通胀率持续稳定在2%的中期目标水平，尤其是在当前这 种不确定性异常突出的情况下。欧洲央行将采取基于数据且逐次会议决定的方式，来确定适当的货币政 策立场。同时，欧洲央行表示，不会预先承诺特定的利率路径。 尽管欧元区一直面临着美国特朗普政府的关税威胁，但总体而言，当前欧元区的经济仍相对稳健。数据 显示，欧元区5月综合采购经理人指数(PMI)终值为50.2，略高于50 ...

Group 1 - Global stock markets experienced volatility in April and May but showed signs of recovery due to trade negotiations and other factors [1][2] - The European political stability and large-scale stimulus plans, along with signs of moderate recovery in the Chinese economy and resilience in the US economy, indicate that global equities may still be an attractive asset class [1][4] - High inflation above historical averages may favor stocks over bonds in the medium term [1] Group 2 - The energy sector was negatively impacted by falling oil prices, making it the worst-performing sector in the MSCI All Country World Index [2] - Defensive stocks, such as consumer staples and utilities, recorded positive returns as investors shifted their focus [2] - Optimism around corporate earnings and sustained growth led to a rebound in information technology and communication services stocks towards the end of May [2] Group 3 - Geopolitical risks, such as the conflicts between Russia and Ukraine, and India and Pakistan, may drive market development in Europe, which has suffered losses due to these conflicts [3] - Post-German elections, European political stability and large-scale spending on infrastructure and defense are expected to boost the European economy, presenting interesting investment opportunities [3] - The Chinese economy is projected to show moderate growth by 2025, despite facing structural challenges, with a shift towards innovation and green energy policies [3] Group 4 - The US economy demonstrates resilience with stable growth, strong job creation, and slowing inflation, supported by high levels of technology and infrastructure investment [4] - Consumer spending remains robust, and the market is expected to react less severely to current uncertainties, creating favorable conditions for equities [4] - Global economic slowdown provides diverse growth sources, potentially leading to broader market development [4] Group 5 - Companies in the "infrastructure" theme are expected to benefit from increasing demand for digital and physical solutions, driven by cloud computing, 5G implementation, and smart city projects [5] - The adjustment of global supply chains and investments in renewable energy are stimulating demand for reliable power and logistics infrastructure [5] - The "smart manufacturing" theme holds significant potential as industries adopt automation to reduce costs and enhance productivity [5]

Group 1 - The U.S. government has announced a comprehensive travel ban for citizens from 12 countries, including Afghanistan, Myanmar, and Iran, along with partial restrictions for seven other countries [2] - The U.S. has implemented visa restrictions for international students at Harvard University [3] - A 5.0 magnitude earthquake occurred in Yunnan, China, prompting a level III emergency response [4][5] Group 2 - Vietnam's National Assembly has passed an amendment to the Population Law, allowing couples to decide on their reproductive choices based on various personal factors [6] - The Chinese Ministry of Finance has announced support for 20 cities, including Beijing and Tianjin, to implement urban renewal actions with a budget exceeding 20 billion yuan [9] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles in May reached 1.24 million units, a year-on-year increase of 38% [10][11] Group 3 - The first domestically produced nine-valent HPV vaccine has been approved for market release, breaking the monopoly of imported vaccines [12] - Sichuan Province is seeking public opinion on extending marriage leave to 25 days and increasing maternity leave to a maximum of 150 days [13] - The U.S. Court of Appeals has blocked the Trump administration's attempt to dissolve the Department of Education, requiring the reinstatement of previously laid-off employees [19] Group 4 - Boeing is set to spend over $1.3 billion to settle lawsuits related to two fatal crashes, including fines and compensation payments [27] - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average ending a four-day winning streak [28] - Institutions have shown significant buying activity in stocks like Jiuzhitang and Caibai Shares, while selling off shares in Baili Electric [29][30]

中长期美债收益率大幅回落。 *三大股指涨跌互现，纳指涨0.3%； *ISM 5月美国服务业指数跌至荣枯线以下； *美联储解除富国银行资产规模限制。 周三美股涨跌互现，科技股走强抵消了就业、服务业数据疲软的影响，投资者继续关注贸易谈判进展。 截至收盘，道指跌91.90点，跌幅0.22%，报42427.74点，纳指涨0.32%，报19460.49点，标普500指数涨 0.01%，报5970.81点。 明星科技股涨多跌少，Meta Platforms涨3.1%，谷歌涨1.1%，亚马逊涨0.7%，英伟达涨0.5%，微软涨 0.2%，苹果跌0.2%。 特斯拉股价下跌3.6%。这家电动汽车制造商在欧洲主要市场的销量连续第五个月下降。 纳斯达克中国金龙指数涨2.0%，阿里巴巴涨3.9%，京东涨2.8%，百度涨1.4%，拼多多涨1.3%，网易涨 0.9%。 市场概述 国际油价走低，WTI原油近月合约跌0.88%，报62.85美元/桶，布伦特原油近月合约跌1.17%，报64.86美 元/桶。 蓝筹每日趋势报告 Blue Chip Daily Trend Report首席技术策略师坦塔雷利（Larry Tentarelli）表 ...

印度尼西亚代表团将于下周前往美国进行贸易谈判。 ...

Core Viewpoint - The potential inflation in Canada may be more severe than previously thought, with the possibility of interest rate cuts if the economy remains weak and CPI stable [1] Group 1: Economic Conditions - A weak economy and stable CPI may necessitate interest rate cuts [1] - The outcome of U.S. trade conflicts remains the largest headwind for the Canadian economy [1] Group 2: Trade and Global Factors - Trade negotiations are characterized by "high uncertainty" [1] - The increase in steel tariffs highlights the "unpredictability" in global trade [1] Group 3: Monetary Policy Outlook - Ensuring price stability amid "global turmoil" is deemed crucial [1] - There is a consensus to maintain current interest rates, indicating a cautious approach [1] - The central bank governor admits to having "less foresight" than in the past [1]