瑞士6月ZEW投资者信心指数 -2.1，前值-22。 ...

瑞士6月ZEW投资者信心指数将于十分钟后公布。 ...

智通财经6月25日电，法国6月INSEE消费者综合信心指数为88，预期89，前值88。 ...

美国研究机构世界大型企业研究会6月24日发布的调查数据显示，美国人对美国经济前景的预期趋于悲 观，6月美国消费者信心指数从5月修订后的98.4大幅下滑至93，显著低于市场普遍预期的99。（新华 社） ...

Group 1 - The article discusses the recent geopolitical tensions between the US, Iran, and Israel, highlighting that the conflict has temporarily subsided with Iran conceding after approximately ten days of hostilities [1] - Federal Reserve Chairman Jerome Powell's decision to maintain interest rates has caused frustration for former President Trump, particularly in light of the historically low consumer confidence index of 5.4, which is significantly below previous values [4] - The article emphasizes the volatility in the gold market, noting a recent rebound after a sharp decline, with gold prices reaching a high of 3335 after a low of 3295, achieving a short-term rebound target of 40 dollars [4] Group 2 - The outlook for gold suggests a potential rebound followed by a decline, with key resistance levels identified at 3340-45 and 3355-60, while support levels are noted at 3320 and 3300 [6] - The article advises on trading strategies for gold and crude oil, indicating that positions should be adjusted based on market movements and emphasizing the importance of stop-loss orders [8] - The recent drop in crude oil prices is acknowledged, with a significant decline testing the 65 dollar mark, and the article suggests a cautious approach to trading in this volatile environment [6][16]

Group 1 - The US banking sector is set to experience the most significant capital loosening since 2008, with regulatory agencies reviewing a proposal to lower the enhanced supplementary leverage ratio (eSLR) requirement by 1.5 percentage points from the current 5% [2] - The European Union is preparing to implement additional tariff countermeasures against the US ahead of the July 9 deadline for US-EU trade negotiations, aiming to create a "real threat" to the US [2] - Germany has significantly increased its budget for future fiscal deficits to boost defense spending to 3.5% of GDP, with net new borrowing expected to reach approximately €500 billion over the next five years [2] Group 2 - The US current account deficit surged to a historical peak of $450.2 billion in the first quarter, with the goods trade deficit expanding to a record high of $466 billion [2] - The consumer confidence index in June dropped by 5.4 points to 93, falling below all economists' expectations, indicating potential concerns in consumer sentiment [2] - The Federal Reserve Chairman Jerome Powell indicated that recent economic data could have supported further rate cuts, but concerns over tariffs impacting inflation efforts may delay such decisions until at least September [1][2]

消费者在调查中提交的评论信息显示，影响消费者对经济看法的主要议题与5月相比没有什么变化。关 税依然是消费者首要关心的问题，其次是通胀和高物价。消费者提到地缘政治和社会动乱的次数有小幅 增加但仍远不是主要话题。 调查显示，消费者对12个月以后通胀的预期从4月的7%和5月的6.4%进一步回落至6月的6%。有57%的 调查对象预期利率会上升，为2023年10月以来的最高水平。有45.6%的消费者预期美国股市在未来12个 月上涨，从4月份37.6%的低点继反弹。 调查还显示，认为未来12个月美国出现经济衰退消费者的比例小幅升高至接近70%的水平。消费者对家 庭当前财务状况的评估依然坚实但小幅恶化，消费者对家庭未来财务状况的评估则达到四个月以来高 点。 新华财经纽约6月24日电（记者刘亚南）美国研究机构世界大型企业研究会24日发布的调查数据显示， 由于整体情况恶化，6月份美国消费者信心指数从5月份修订后的98.4明显下滑至93，并显著低于市场共 识预期的99。 其中，消费者对当前商业和就业市场条件的评估指数回落6.4点，至129.1点。反映短期收入前景、商业 和就业市场环境的消费者预期指数则回落4.6点，降至69点，显 ...

① 00:30 美联储威廉姆斯发表讲话 ② 01:45 美联储卡什卡利参加谈话 ③ 04:30 美国至6月20日当周API原油库存 ④ 07:50 日本央行公布6月审议委员意见摘要 ⑤ 08:15 美联储施密德就经济前景发表讲话 ⑥ 09:30 澳大利亚5月加权CPI年率 ⑦ 16:00 瑞士6月ZEW投资者信心指数 ⑧ 22:00 美国5月新屋销售总数年化 ⑨ 22:00 美联储主席鲍威尔作证词陈述 ⑩ 22:30 美国至6月20日当周EIA原油库存 ⑪ 22:30 美国至6月20日当周EIA库欣原油库存 ⑫ 22:30 美国至6月20日当周EIA战略石油储备库存 相关链接 今日重点关注的财经数据与事件：2025年6月25日 周三 ...

欧元/美元 金十数据6月24日讯，有机构分析师表示，很明显，美联储主席鲍威尔目前在刻意避免任何偏鸽的倾 向。虽然这并不令人意外，也不会对外汇市场构成推动力，但在发布会前，美国6月消费者信心指数表 现疲软，可能是推动美元走低的原因。该分析师补充说："除了上半年确定的负面结构性力量外，这在 下半年重新点燃了潜在的周期性看跌情况。 欧元兑美元料在我们预期的下半年1.15至1.20的范围内平稳 运行，也可能比预期走的更快。" 分析师：鲍威尔正在避免任何偏鸽的倾向 ...

[Table_Title] 研究报告 Research Report 24 Jun 2025 日本必需消费可选消费 Japan Staples Discretionary 日本消费行业 5 月跟踪报告：国内需求企稳，免税销售承压 Domestic demand stabilizes while duty-free sales face pressure | 芮雯 Raven Rui | 闻宏伟 Hongwei Wen | Qiao Xu | 季屏子 Pingzi Ji | | --- | --- | --- | --- | | raven.w.rui@htisec.com | hongwei.wen@htisec.com | qiao.xu@htisec.com | pz.ji@htisec.com | [Table_summary] (Please see APPENDIX 1 for English summary) 宏观：消费者信心指数回升，核心 CPI 加速上行。5 月日本消费者信心指数从 4 月的两年低点 31.2 回升至 32.8，环 比上升 1.6。3 月实际工资同比下降 1.8%，连续四个月下 ...