欧元兑美元EUR/USD向上触及1.12，日内涨0.36%。 ...

Core Viewpoint - The recent appreciation of the euro against the dollar is a result of the instability in U.S. policies, particularly under President Trump, and presents an opportunity for Europe [1] Group 1: Economic Context - Lagarde noted that typically, during uncertain times, one would expect the dollar to strengthen significantly, but the opposite has occurred with the euro appreciating against the dollar [1] - This situation is described as counterintuitive but is deemed reasonable given the loss of confidence in U.S. policies and the uncertainty in financial markets [1] Group 2: Opportunities for Europe - Lagarde emphasized that the current circumstances not only pose a threat but also represent an opportunity for Europe [1] - She urged leaders to accelerate the process of deepening the European Union, highlighting the need for a stable economic and political environment [1] - The perception of Europe as a region of economic and political stability, with a robust currency and an independent central bank, is reinforced amid ongoing uncertainties in the U.S. regarding the rule of law, judicial system, and trade regulations [1]

欧洲STOXX 600指数初步收涨0.27%，报548.43点，本周累计上涨大约1.9%。 欧元区STOXX 50指数初步收涨0.10%，报5417.36点，本周累涨约2%。 富时泛欧绩优300指数初步收涨0.27%，报2175.70点。 ...

欧元区3月未季调贸易帐 368亿欧元，前值240亿欧元。 ...

欧元区3月季调后贸易帐将于十分钟后公布。 ...

Economic Outlook - Barclays has significantly raised its US economic growth forecast for this year to 0.5% from a previous estimate of -0.3%, and for next year to 1.6% from 1.5% [1] - Goldman Sachs has also increased its 2025 US economic growth forecast to 1% from a previous estimate of 0.5%, while reducing the probability of a recession in the next 12 months from 45% to 35% [2] - JPMorgan's economists have lowered the recession risk for the US economy to below 50%, with a new growth forecast of 0.6% for 2025, up from 0.2% [3] Market Sentiment - Following the easing of US-China trade tensions, major Wall Street firms, including Goldman Sachs and JPMorgan, have shifted their outlook on US equities from bearish to bullish [2] - Goldman Sachs has raised its 12-month target for the S&P 500 index to 6500 from 6200 [2] Federal Reserve Policy - The expectation for Federal Reserve interest rate cuts has diminished, with Goldman Sachs now predicting three rate cuts starting in December instead of July [1] - Barclays anticipates only one rate cut in 2025, with three additional cuts of 25 basis points in the following year, a change from their previous expectation of two cuts this year [1] Eurozone Outlook - Barclays has revised its Eurozone growth forecast to flat (0% growth) from a previous estimate of a 0.2% contraction, while still expecting a brief technical recession in late 2025 [3][4]

欧洲STOXX 600指数初步收涨0.42%，报546.18点。 欧元区STOXX 50指数初步收涨0.03%，报5404.84点。 富时泛欧绩优300指数初步收涨0.44%，报2166.38点。 ...

欧元兑美元维持超过0.2%的涨幅，交投于1.12附近。 欧盟贸易专员谢夫乔维奇（Maros Sefcovic）表示，和美国商务部长卢特尼克达成共识，（双方）将加速（贸易）谈判。 ...

欧盟统计局5月15日公布数据显示，欧元区第一季度GDP同比增长1.2%，环比增长0.3%。 ...

欧元区第一季度季调后就业人数年率终值 0.8%，预期0.8%，前值0.70%。 ...