韩国成立负责与美国进行贸易谈判的特别工作组 金十数据6月16日讯，韩国产业通商资源部在一份声明中称，韩国周一成立了一个特别工作组，负责与 美国就工业和能源领域的关税和非关税事宜进行谈判，该工作组还将与民间部门进行协调。上周由总统 李在明任命的产业通商资源部通商交涉本部长吕翰九（Yeo Han-koo）表示，该小组责任重大，因为"由 于美国的关税措施，企业和公众遇到了巨大困难"。该工作组由负责贸易、制造、能源和投资的产业通 商资源部官员组成，将协调政府各部门和民间部门，以制定成功的战略。 跟踪全球贸易动向 +订阅 ...

欧盟委员会主席冯德莱恩：欧盟全力参与与美国的贸易谈判。 ...

Market Overview - The market returned to a volatile range from June 9-13, with the Wind All A closing at 5142.43, down 0.27% from June 6, while the China Convertible Bond Index fell 0.02%[8] - Since the beginning of 2025, the Wind All A has increased by 2.40%, and the China Convertible Bond Index has risen by 4.65%[8] External Factors - The second round of China-US trade talks and escalating Middle East tensions were key trading cues, leading to increased market volatility[2] - The US CPI data indicated limited impact from tariffs on prices, supporting expectations for a rate cut by the Federal Reserve, while geopolitical conflicts pushed oil prices higher[2][36] Strategy Insights - Following the second round of trade talks, market adjustment pressures stem from external uncertainties, particularly from the Middle East and potential changes in US tariff policies[3] - Historical data shows that after significant geopolitical conflicts, the Wind All A typically experiences a recovery around 14 trading days later, with technology and dividend sectors showing notable excess returns[3][39] Market Dynamics - The congestion level of the China 2000 index has decreased significantly, currently at the 79.3 percentile since September 2023, indicating improved structural issues in the small-cap market[16] - Investors are favoring industries with lower congestion levels while avoiding those with higher congestion, maintaining a "rotation thinking" approach in trading strategies[19][20] Convertible Bond Valuation - Convertible bond valuations have generally declined, particularly for crowded debt-type products, with the valuation center for 80 yuan parity dropping to 46.85%[23] - The valuation for 100 yuan parity has decreased to 26.37%, reflecting a broader trend of valuation adjustments in the convertible bond market[23][29]

Group 1 - The core point of the article is the positive communication between the President of the European Commission, Ursula von der Leyen, and U.S. President Donald Trump regarding geopolitical tensions in the Middle East and their impact on energy markets [1] - Discussion included the necessity of coordinating closely on the geopolitical situation in the Middle East and its implications for energy markets [1] - The conversation also covered the situation in Ukraine, emphasizing the need for a ceasefire and continued pressure on Russia [1] - Trade negotiations were assessed, with a commitment to reach a good agreement by July 9 [1]

金十数据6月13日讯，根据贸易谈判部门的说法，随着特朗普自行设定的7月9日最后期限的临近，泰国 与美国的线上关税谈判可能会几乎在同一天进行。泰国贸易谈判部总干事Chotima Iemsawasdikul 在一次 简报会上说，泰国的目标是在华盛顿设定的宽限期结束之前完成与美国的贸易谈判。Chotima说，尽管 具体日期尚未确定，但与美国的贸易谈判的准备工作正在进行中。 美泰关税谈判或在线上举行 ...

韩国称，将加快与美国的工作层面贸易谈判，贸易政策将保护国家利益。 ...

Market Overview - The New York stock market showed improvement in market sentiment due to the digestion of tariff negotiation information and the Producer Price Index (PPI) data, leading to a rise in all three major indices on June 12 [1] - The Dow Jones Industrial Average increased by 101.85 points to close at 42,967.62, a gain of 0.24%; the S&P 500 rose by 23.02 points to 6,045.26, a gain of 0.38%; and the Nasdaq Composite gained 46.61 points to close at 19,662.49, also a gain of 0.24% [1] Sector Performance - Among the eleven sectors of the S&P 500, eight sectors rose while three declined. The Utilities and Technology sectors led the gains with increases of 1.26% and 1.01%, respectively, while the Communication Services and Consumer Discretionary sectors saw declines of 0.59% and 0.41% [1] Economic Indicators - The U.S. Labor Department reported that the Producer Price Index for May increased by 0.1% month-over-month, below the market expectation of 0.2%. The April figure was revised from -0.5% to -0.2% [1] - Year-over-year, the PPI for May rose by 2.6%, meeting market expectations and higher than April's 2.4%. The core PPI, excluding food and energy, also increased by 0.1% month-over-month, below the expected 0.3% [1] Company-Specific News - Oracle Corporation reported revenues of $15.9 billion for the quarter ending May 31, exceeding market expectations of $15.59 billion, with adjusted earnings per share of $1.70, above the anticipated $1.64. Oracle's stock surged by 13.31% on June 12, positively impacting related companies [3] - Boeing's stock fell by 4.79% following a significant accident involving an Air India Boeing 787 aircraft that resulted in major casualties [3]

美国财长贝森特：欧盟在贸易谈判中表现得非常顽固。 ...

Market Overview - US stock market experienced volatility with mixed performance across major indices on June 12 [1] - Geopolitical risks have raised concerns, leading to a narrowing of gains in the US stock market, while oil prices rebounded following reports of potential military action by Israel against Iran [2] - The US dollar index fell to a three-year low, indicating traders' belief that the Federal Reserve has room to cut interest rates if economic growth remains weak [3] Inflation and Economic Indicators - US inflation remained moderate in May, suggesting that tariffs have not significantly increased consumer and business prices; the Producer Price Index (PPI) rose by 0.1%, below the median economist forecast of 0.2% [5] - Continuous lower-than-expected inflation data provides the Federal Reserve with the flexibility to maintain its current stance, as long as inflation does not rise significantly [6] - Despite a strong job market, there is no urgency for the Federal Reserve to cut rates, although the number of Americans applying for unemployment benefits reached its highest level since 2021 [6] Corporate Performance - Oracle's stock surged approximately 14%, reaching a record high after the company reported better-than-expected revenue and profit for Q4 of fiscal year 2024, indicating continued growth in its cloud business [6] - The CEO of Oracle projected that cloud infrastructure revenue could grow over 70% by fiscal year 2026, with a current growth rate of 52% [6] Trade Policy and Federal Reserve - Trump's unilateral tariff threats appear to be limiting larger gains in the stock market, with Wall Street closely monitoring developments in trade policy, particularly between the US and China [7] - Trump expressed willingness to extend the July 8 deadline for trade negotiations but indicated that such an extension may not be necessary [7] - Trump stated he has no intention of firing Federal Reserve Chairman Jerome Powell but criticized the Fed for being slow to act on interest rate cuts, despite evidence of cooling inflation [8][9]

加拿大总理卡尼表示，美国和加拿大之间的贸易谈判取得了进展。 ...