Group 1 - The Australian Bureau of Statistics reported a 0.9% increase in the wage price index for Q1, slightly above the market expectation of 0.8% [1] - The wage growth was primarily driven by government pay increases for care workers, particularly one-off bonuses for childcare and aged care staff [1] - Private sector wage growth remains weak, indicating that despite a tight labor market, it has not prevented the Reserve Bank of Australia from considering interest rate cuts [1] Group 2 - Investors widely expect the Reserve Bank of Australia to lower the interest rate by 25 basis points to 3.85% in the upcoming meeting on May 20 [1] - The year-on-year wage price index growth for Q1 rose from a two-year low of 3.2% to 3.4%, exceeding market expectations [1] - Public sector wage growth surged to 3.6%, reversing a significant decline from the previous quarter, while private sector wage growth remained at 3.3%, well below the peak of 4.2% expected in 2024 [1] Group 3 - Upcoming labor data for April is expected to show a steady increase of about 20,000 jobs, with the unemployment rate holding at 4.1% [2] - Despite some broad labor cost indicators rising, productivity growth remains disappointingly weak, which could threaten progress in controlling inflation [2] - The overall inflation rate for Q1 was 2.4%, with the key core inflation measure's year-on-year growth slowing to 2.9%, the lowest level in three years, returning to the RBA's target range for the first time since the end of 2021 [2]

美国财长贝森特：我们将大幅度放宽管制。这对于美国家庭的通胀控制也非常有益。 ...

匈牙利经济部：政府致力于将通胀控制在3%至4%的范围内。 ...

美联储理事沃勒：在过去的18个月里，通胀控制进展不均匀。 ...

Report Industry Investment Rating - The report gives a short - term rating of "fluctuation intensifies" for copper [1] Core Viewpoints - The Fed's possible non - cooperation with interest rate cuts has reduced market expectations, and copper prices may continue to correct. In the short term, the rebound of Shanghai copper may have temporarily peaked, with weak and volatile trends in the short term, and there is a risk of significant decline due to concerns about economic recession [1][2][3] Summary by Related Catalogs Market Conditions - Shanghai copper closed at 75,260 yuan/ton (- 0.93%), London copper at $9,188.5/ton (+ 0.27%), New York copper at $4.6760/pound (+ 1.44%), Shanghai electrolytic copper premium at 95 yuan/ton, LME (0 - 3) at - $173.5/ton, and futures exchange inventories started to accumulate [1] News Situation - Fed Chairman Powell's speech indicated that Trump's tariff measures put the Fed in a dilemma. Powell may prioritize inflation control, which reduced market interest - rate cut expectations, causing US stocks to fall and the US dollar index to rise. Copper prices may correct [2] Trading Logic - In the short term, the rebound of Shanghai copper may have temporarily peaked, with weak and volatile trends, and beware of significant decline due to trading economic recession. The deepening of negative processing fees increases the possibility of supply cuts, and smelting production may decline in April. The positive effect of the consumption peak season is weakening [3] Strategy Suggestion - Pay attention to the strategy of buying put options [4]

GTC泽汇资本：特朗普呼吁美联储降息 市场关注政策走向 GTC泽汇资本表示，特朗普总统在五天内第二次呼吁美联储降低利率，这一举动进一步加大了对美联储的压力。特朗普在内阁会议上强调，食品和能源价格 正在下降，并表示通胀已得到控制，同时强调关税政策将为美国带来大量资金。 GTC泽汇资本认为，特朗普的这一呼吁紧随其在3月19日的言论之后，当时他在社交媒体平台上表示，美联储在关税政策实施期间应降低利率。特朗普认 为，美联储降低利率将有助于缓解关税政策对经济的影响，同时促进经济增长。 Smart G 今年晚些时候可能进行两次降息的预期。然而，美联储主席鲍威尔也提到，特朗普的关税政策增加了经济前景的不确定性，可能导致价格上涨。尽管如此， 鲍威尔认为关税对价格的影响可能是"暂时性的"，这一表述与2021年拜登政府时期通胀开始上升时使用的词汇相似。 GTC泽汇资本进一步认为，尽管特朗普近期对美联储的货币政策批评有所减少，但他仍然希望美联储能够采取更为宽松的政策。财政部长贝森特也在内阁会 议上表示，政府正在减少公共部门的过剩就业，这将有助于控制通胀。贝森特还呼吁美联储将关税相关的物价上涨视为"暂时性"现象。 GTC泽汇资本总结 ...

以下文章来源于睿知睿见 ，作者睿知睿见 睿知睿见 . 一个好的投资者，其能量一定的积极的，向上的，乐观的！ 别人看着他，就像看着太阳！ 他还能用朴 实易懂的语言，传递正确的投资理念！ 长按即可免费加入哦 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 睿知睿见 来源：雪球 周五的暴跌一下子就浇灭了很多人的热情。 牛市多暴跌！别见到暴跌就被吓着了。 调整就是为了下一次创新高。 无论有没有特朗普的关税政策，市场涨一阵之后都可能出现调整，这是股市运行的规律。 而且这次调整不一 定会有多大跌幅，持续时间也不一定很长。 为啥呢？有两个重要的原因。 通胀得到控制，这给了特朗普打关税战的底气。所以才突然间说要在3月4日加征关税。 但大家要注意的是，特朗普加关税的目的不是制造业回流，而是化债。 对所有产品，所有国家加关税，就能得到一大笔税收，用来化债。 当然，代价是由美国的穷人来承担。 它削减开支还是为了化债。 一、美联储降息预期大幅升温 本周我在跟大家伙分享美联储降息预期升温时，很多人不信。 周五晚上，美国公布了核心PCE降至2.6%。个人消费支出价格指数年率从12月的2.6% ...