据央视新闻，美国联邦巡回上诉法院当地时间5月29日批准特朗普政府的请求，暂时中止美国国际贸易法院此 前做出的禁止执行特朗普政府对多国加征关税措施的行政令的裁决。自美国国际贸易法院28日裁定禁止执行美 政府多个关税行政令后，特朗普政府多名官员就指责这一裁决，提起了上诉。 当地时间29日，白宫新闻秘书卡罗琳·莱维特称，美国国际贸易法院"叫停"特朗普政府多个关税行政令的裁决 是"司法越权"。她还称，美国政府已经提出了一项紧急动议，要求在上诉期间暂缓执行判决，并立即采取行政 措施，以最终推翻美国国际贸易法院的裁决。 当天，美国白宫经济顾问哈塞特和白宫贸易顾问纳瓦罗也称，即便法院的裁决继续有效，特朗普政府也会用其 他法律来实施关税政策。 当地时间5月29日，美国联邦巡回上诉法院批准特朗普政府的请求，暂时搁置美国国际贸易法院此前做出的禁 止执行特朗普政府依据《国际紧急经济权力法》对多国加征关税措施的行政令的裁决。 联邦巡回上诉法院在裁决书中说，美国政府的请求已获批准，在本法院审议相关动议文件期间，美国国际贸易 法院在这些案件中作出的判决和永久性禁令将暂时中止，直至另行通知。 特朗普政府早些时候向该上诉法院表示，如果禁止关 ...

【资讯导读】 ·美上诉法院恢复实施特朗普政府关税政策 ·美称以方已接受临时停火方案哈马斯说以方回应未考虑其要求 ·美国第一季度GDP修正值按年率计算萎缩0.2% ·日本财务大臣：将密切关注超长期利率的走势 ·韩国央行将基准利率下调25个基点至2.5% ·美国联邦巡回上诉法院29日批准特朗普政府的请求，暂时搁置美国国际贸易法院此前做出的禁止执行 特朗普政府依据《国际紧急经济权力法》对多国加征关税措施的行政令的裁决。 ·美国国务院29日向国会通报其将进行大规模重组，国务院700多个国内办事机构中的近45%将被撤销、 整合或精简。 ·针对媒体当前有关伊朗与美国即将达成协议的猜测，伊朗外长阿拉格齐29日表示，"我们并不确定是否 已到这一步"。 ·美国白宫官员29日说，以色列已接受美国提出的一项60天加沙地带临时停火方案。巴勒斯坦伊斯兰抵 抗运动（哈马斯）高级官员当晚发表声明说，哈马斯已收到以色列对加沙地带停火方案的回应，但该回 应没有考虑巴方要求。 ·美国房地产经纪人协会（NAR）数据显示，美国4月成屋签约销售指数环比大跌6.3%，为自2022年9月 以来的最大跌幅，预期降1%。成屋签约销售指数降至71.3，接近历史 ...

Group 1 - The core argument of the article emphasizes that rapid GDP growth in India does not necessarily translate into improved living standards for its citizens, raising questions about the true benefits of economic growth [1][2]. - According to IMF projections, India's GDP is expected to reach $4.19 trillion by 2025, surpassing Japan and becoming the fourth-largest economy globally, but this growth masks underlying structural issues [1][2]. - Despite the impressive rise from the 10th to the 5th largest economy in the past decade, India's per capita GDP is projected to be only $2,800 in 2025, ranking 140th globally and the lowest among BRICS nations [2][3]. Group 2 - The concentration of wealth in India is alarming, with the richest 1% owning over 40% of the country's wealth, and the remaining population's average income drops to $1,130 when excluding the top 5% [2][3]. - India's Human Development Index (HDI) score of 0.685 in 2023 places it 130th globally, indicating significant lag in education, healthcare, and social welfare compared to other BRICS countries [3][4]. - The article highlights the regional disparities in HDI and income, with southern and western regions performing better than central and eastern areas, showcasing the challenge of achieving inclusive growth [3][4]. Group 3 - India's demographic advantage, with a median age of under 30, could become a burden if not matched with adequate education, skills training, and job creation [4]. - The labor force participation rate remains low, particularly among women, and millions of youth enter the job market annually without sufficient employment opportunities in the formal sector [4]. - The article calls for a shift in focus from merely pursuing GDP figures to investing in job creation, public health, quality education, and a robust social security system to ensure that economic growth benefits all citizens [4].

Market Overview - On May 29, US stock indices opened higher, with the Dow Jones up 0.02%, S&P 500 up 0.41%, and Nasdaq up 0.72% [1] - Major tech stocks mostly rose, with Nvidia increasing by 4.72%, surpassing Microsoft to reclaim the title of the world's most valuable company [3] Nvidia Financial Performance - Nvidia reported Q1 revenue of $44.1 billion, a 69% year-over-year increase, exceeding market expectations of $43.1 billion [4] - The net profit for Nvidia was $18.775 billion, slightly below the market expectation of $20.767 billion, with adjusted earnings per share at $0.96, above the expected $0.93 [4] - For Q2, Nvidia expects revenue of $45 billion, with a potential fluctuation of 2%, while the market anticipates $45.9 billion [5] Stock Sales by Executives - Nvidia's CEO Jensen Huang plans to sell up to 6 million shares, while CFO Colette Kress intends to sell up to 500,000 shares [5][6] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose by 1.59%, with JD.com and Xpeng Motors increasing over 4%, and Li Auto rising over 3% [8] Economic Data Impact - The US GDP for Q1 2025 was revised to a 0.2% contraction, reflecting increased uncertainty due to government tariff policies, which has affected consumer and business confidence [9] - Following the GDP data release, the US dollar index fell by 0.51% [9] Gold Market Reaction - Spot gold prices surged, increasing by over 1.7% [11]

Economic Indicators - Initial Jobless Claims reached 240K last week, the highest in a month and 10K above consensus estimates, indicating potential softening in the labor market [3] - Continuing Claims hit 1.919 million, the highest since November 2021, suggesting an increase in long-term jobless claims [4] - Q1 2025 GDP was revised to -0.2%, improving from the first read and better than the expected -0.4%, with consumption decreasing from +1.8% to +1.2% [5] Inflation and Consumer Spending - The Pricing Index for Personal Consumption Expenditures (PCE) reached +3.7%, in line with expectations, while the Core Pricing Index was +3.4%, the highest since Q1 2024 [6] Company Earnings Reports - Best Buy (BBY) reported Q1 earnings of $1.15 per share, exceeding expectations of $1.09, with revenues of $8.77 billion, but cut guidance due to tariff conditions, leading to a -3% pre-market sell-off [7] - Kohl's (KSS) reported a loss of -$0.13 per share, better than the expected -$0.22, with revenues of $3.23 billion surpassing estimates by +0.88%, and maintained forward guidance, resulting in a +7% pre-market increase [8]

Economic Overview - The U.S. economy experienced a contraction at the beginning of the year, with the first quarter GDP annualized rate revised to -0.2%, slightly better than the initial estimate of -0.3% [1] - Consumer spending, a key driver of economic growth, increased by only 1.2%, down from the initial estimate of 1.8%, marking the lowest growth rate in nearly two years [1][2] - Net exports negatively impacted GDP by nearly 5 percentage points, slightly worse than initial predictions [1] Consumer Spending and Business Investment - The downward revision in consumer spending was primarily due to weakened demand for automobiles and reduced spending on services, including healthcare and insurance [4] - Business investment showed stronger performance, increasing by 10.3%, up from a prior estimate of 9.8% [2] Trade and Tariff Impact - A surge in imports, driven by businesses trying to stock up before tariffs imposed by the Trump administration, contributed to the economic slowdown [2] - The White House has since rescinded or delayed some punitive tariffs, which has alleviated some economic concerns, although tariff rates remain higher than pre-Trump levels [2] Future Economic Outlook - Economists expect a rebound in GDP for the second quarter due to reduced tariffs and the accumulation of imported goods into larger inventories, which may stimulate economic growth [3] - The overall demand in the economy was weaker than initially anticipated, with final sales to domestic private buyers growing by only 2.5%, the lowest level in nearly two years [3]

Macroeconomic Overview - The U.S. International Trade Court ruled that the Trump administration's "Day of Liberation" tariff policy exceeded its authority, leading to a suspension of its implementation, emphasizing that presidential trade management powers cannot surpass those granted to Congress by the Constitution [1] - This lawsuit, initiated by five small import businesses, marks the first significant legal challenge against the tariff policy, with seven similar lawsuits ongoing [1] - The ruling has alleviated market concerns regarding the trade war, resulting in a rise in U.S. stock index futures, with the Nasdaq futures increasing by 1.8% [1] - The dollar index surpassed the 100 mark, reflecting a positive market sentiment following Trump's postponement of tariffs on the EU and an agreement with China to reduce tariffs [1] - The Federal Reserve's May meeting minutes indicate officials are grappling with the dual challenges of rising inflation and unemployment, with a 60% probability of a rate cut in September [1] - Despite gold prices rising by 26% this year, the cautious stance of the Federal Reserve has suppressed gold prices [1] - Consumer confidence data exceeded expectations, reinforcing a robust economic outlook, while investors are focused on upcoming GDP, PCE data, and fiscal policy developments [1] Dollar Index - On Wednesday, the dollar index showed an upward trend, reaching a high of 99.933 and a low of 99.414, closing at 99.865 [2] - The market exhibited a bullish sentiment after a brief period of fluctuation, with a significant rise in the U.S. trading session [2] - Key resistance levels to watch include 100.20, with a focus on whether the index can maintain this level [2] - The weekly analysis indicates resistance at 101.70, suggesting a potential bearish trend in the medium term [2] Gold Market - Gold prices experienced a decline on Wednesday, with a high of 3325 and a low of 3276.48, closing at 3288.35 [4] - The market showed a bearish trend after testing key resistance levels, leading to a significant downward movement [4] - Current support levels are identified at 3270, with a focus on potential further declines if this level is breached [5] Euro/USD - The Euro/USD pair showed a downward trend on Wednesday, with a low of 1.1283 and a high of 1.1344, closing at 1.1289 [6] - The market remains under pressure due to resistance levels, indicating a bearish outlook [6] - Long-term support is noted at 1.0800, while short-term focus is on the 1.1130 area [6] Key Financial Data and Events - Upcoming key financial events include the Bank of England Governor Bailey's speech, Canadian current account data, U.S. initial jobless claims, and revisions to U.S. GDP [11]

Group 1 - The key economic events and data to watch on May 29, 2025, include speeches from the Bank of England Governor Bailey and Federal Reserve officials, as well as various economic indicators from the US and Canada [1] - The Federal Reserve will release the minutes from the May monetary policy meeting at 02:00 [1] - API crude oil inventory data will be published at 04:30, followed by Canada's current account data and US initial jobless claims at 20:30 [1] - The US will also release the revised annualized quarterly GDP growth rate for Q1 at 20:30, along with the April pending home sales index at 22:00 [1] - EIA natural gas and crude oil inventory data will be available at 22:30 and midnight respectively, including strategic petroleum reserve data [1]

Core Viewpoint - The article discusses the 2025 "New First-tier Cities Charm Ranking," highlighting the top cities and the criteria used for ranking, emphasizing the importance of commercial development and living conditions over GDP alone [1][3][12]. Ranking Overview - The top four cities remain Shanghai, Beijing, Shenzhen, and Guangzhou, classified as first-tier cities. The new first-tier cities ranked from 5th to 19th include Chengdu, Hangzhou, Chongqing, Wuhan, Suzhou, Xi'an, Nanjing, Changsha, Zhengzhou, Tianjin, Hefei, Qingdao, Dongguan, Ningbo, and Foshan [1]. - Wuxi has dropped to 21st place, while Foshan has risen to 15th place among new first-tier cities [1]. Criticism of the Ranking - Critics argue that the ranking does not accurately reflect economic totality (GDP) or development level (per capita GDP) [2][3]. - The debate around city rankings often involves personal biases, with individuals favoring their hometowns or chosen cities [2]. Understanding the Ranking Criteria - The ranking focuses more on the "city" aspect, particularly the central urban area, rather than the entire city including suburban areas [3][4]. - Cities with larger central urban areas tend to rank higher, as seen with Chengdu, which has a significant population in its central districts [4]. Economic and Demographic Insights - The article compares the GDP and retail sales growth of "high-ranking" and "low-ranking" cities from 2015 to 2024, noting that "high-ranking cities" generally show stronger growth in both GDP and retail sales [9][10]. - The population growth in "high-ranking cities" is significantly higher than in "low-ranking cities," indicating a trend of urban migration towards more vibrant economic centers [10][11]. Conclusion on Investment Potential - The article suggests that the "New First-tier Cities" ranking serves as a leading indicator for future economic performance, with cities that attract more residents likely to perform better in the long run [12]. - For individuals considering relocation or investment, the ranking provides valuable insights into urban dynamics and economic opportunities [12].

Group 1 - The 2025 "New First-tier Cities Charm Ranking" lists Shanghai, Beijing, Shenzhen, and Guangzhou as first-tier cities, while Chengdu, Hangzhou, Chongqing, Wuhan, Suzhou, Xi'an, Nanjing, Changsha, Zhengzhou, Tianjin, Hefei, Qingdao, Dongguan, Ningbo, and Foshan are classified as new first-tier cities [1] - Wuxi has dropped to 21st place among all cities, ranking second among second-tier cities, while Foshan has risen to 15th place among new first-tier cities [4] - The ranking has sparked debates online, with critics arguing that it does not accurately reflect economic total (GDP) or the level of development (per capita GDP) of cities [5][6] Group 2 - The "New First-tier Cities" ranking emphasizes the importance of commercial consumption and living conditions over GDP, suggesting that cities with vibrant commercial sectors rank higher [9][10] - The ranking focuses on the central urban areas of cities, which can lead to discrepancies between GDP rankings and the new first-tier cities ranking [8][11] - The data indicators used in the ranking reflect a value system that prioritizes commercial vitality and livability, indicating that cities with strong third industries and attractive living conditions tend to perform better [17][29] Group 3 - A comparison of 18 cities from 2015 to 2024 shows that "high-ranking cities" have outperformed "low-ranking cities" in terms of retail sales, GDP growth, and population increase [19][20][21] - "High-ranking cities" have seen a significant increase in average housing prices compared to "low-ranking cities," indicating stronger market performance [22][23] - The overall performance of "high-ranking cities" in attracting population, capital, and housing prices has been notably superior to that of "low-ranking cities" [24][25] Group 4 - The "New First-tier Cities" ranking serves as a leading indicator, suggesting that cities with higher rankings are more capable of attracting residents and investments [26][28] - The ranking reflects a trend where cities with strong central urban areas and developed third industries have consistently performed better over the years [29]