德国总理默茨：我们同意（德国）总理府和白宫将在贸易谈判上更加紧密地合作。 ...

当前，欧元区的通胀水平可以支持欧洲央行此次的降息决定。欧盟统计局最新公布的数据显示，欧元区 5月调和消费者价格指数(HICP)同比增长1.9%，较4月时的2.2%进一步下降，同时也是今年首次低于欧 洲央行设定的2%通胀目标。 与此同时，剔除能源、食品、烟草和酒类的欧元区5月核心HICP从4月的2.7%大幅下降至5月的2.3%。服 务业通胀水平也从4月的4%明显下降至5月的3.2%。 北京时间6月5日晚，欧洲央行召开6月货币政策会议，宣布降息25个基点，存款机制利率、主要再融资 利率和边际借贷利率分别下降至2.00%、2.15%和2.40%，符合市场预期。这是欧洲央行自2024年6月宣 布降息以来第八次下调利率。 欧洲央行在货币政策声明中表示，决心要确保通胀率持续稳定在2%的中期目标水平，尤其是在当前这 种不确定性异常突出的情况下。欧洲央行将采取基于数据且逐次会议决定的方式，来确定适当的货币政 策立场。同时，欧洲央行表示，不会预先承诺特定的利率路径。 尽管欧元区一直面临着美国特朗普政府的关税威胁，但总体而言，当前欧元区的经济仍相对稳健。数据 显示，欧元区5月综合采购经理人指数(PMI)终值为50.2，略高于50 ...

Group 1 - Global stock markets experienced volatility in April and May but showed signs of recovery due to trade negotiations and other factors [1][2] - The European political stability and large-scale stimulus plans, along with signs of moderate recovery in the Chinese economy and resilience in the US economy, indicate that global equities may still be an attractive asset class [1][4] - High inflation above historical averages may favor stocks over bonds in the medium term [1] Group 2 - The energy sector was negatively impacted by falling oil prices, making it the worst-performing sector in the MSCI All Country World Index [2] - Defensive stocks, such as consumer staples and utilities, recorded positive returns as investors shifted their focus [2] - Optimism around corporate earnings and sustained growth led to a rebound in information technology and communication services stocks towards the end of May [2] Group 3 - Geopolitical risks, such as the conflicts between Russia and Ukraine, and India and Pakistan, may drive market development in Europe, which has suffered losses due to these conflicts [3] - Post-German elections, European political stability and large-scale spending on infrastructure and defense are expected to boost the European economy, presenting interesting investment opportunities [3] - The Chinese economy is projected to show moderate growth by 2025, despite facing structural challenges, with a shift towards innovation and green energy policies [3] Group 4 - The US economy demonstrates resilience with stable growth, strong job creation, and slowing inflation, supported by high levels of technology and infrastructure investment [4] - Consumer spending remains robust, and the market is expected to react less severely to current uncertainties, creating favorable conditions for equities [4] - Global economic slowdown provides diverse growth sources, potentially leading to broader market development [4] Group 5 - Companies in the "infrastructure" theme are expected to benefit from increasing demand for digital and physical solutions, driven by cloud computing, 5G implementation, and smart city projects [5] - The adjustment of global supply chains and investments in renewable energy are stimulating demand for reliable power and logistics infrastructure [5] - The "smart manufacturing" theme holds significant potential as industries adopt automation to reduce costs and enhance productivity [5]

Group 1 - The U.S. government has announced a comprehensive travel ban for citizens from 12 countries, including Afghanistan, Myanmar, and Iran, along with partial restrictions for seven other countries [2] - The U.S. has implemented visa restrictions for international students at Harvard University [3] - A 5.0 magnitude earthquake occurred in Yunnan, China, prompting a level III emergency response [4][5] Group 2 - Vietnam's National Assembly has passed an amendment to the Population Law, allowing couples to decide on their reproductive choices based on various personal factors [6] - The Chinese Ministry of Finance has announced support for 20 cities, including Beijing and Tianjin, to implement urban renewal actions with a budget exceeding 20 billion yuan [9] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles in May reached 1.24 million units, a year-on-year increase of 38% [10][11] Group 3 - The first domestically produced nine-valent HPV vaccine has been approved for market release, breaking the monopoly of imported vaccines [12] - Sichuan Province is seeking public opinion on extending marriage leave to 25 days and increasing maternity leave to a maximum of 150 days [13] - The U.S. Court of Appeals has blocked the Trump administration's attempt to dissolve the Department of Education, requiring the reinstatement of previously laid-off employees [19] Group 4 - Boeing is set to spend over $1.3 billion to settle lawsuits related to two fatal crashes, including fines and compensation payments [27] - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average ending a four-day winning streak [28] - Institutions have shown significant buying activity in stocks like Jiuzhitang and Caibai Shares, while selling off shares in Baili Electric [29][30]

中长期美债收益率大幅回落。 *三大股指涨跌互现，纳指涨0.3%； *ISM 5月美国服务业指数跌至荣枯线以下； *美联储解除富国银行资产规模限制。 周三美股涨跌互现，科技股走强抵消了就业、服务业数据疲软的影响，投资者继续关注贸易谈判进展。 截至收盘，道指跌91.90点，跌幅0.22%，报42427.74点，纳指涨0.32%，报19460.49点，标普500指数涨 0.01%，报5970.81点。 明星科技股涨多跌少，Meta Platforms涨3.1%，谷歌涨1.1%，亚马逊涨0.7%，英伟达涨0.5%，微软涨 0.2%，苹果跌0.2%。 特斯拉股价下跌3.6%。这家电动汽车制造商在欧洲主要市场的销量连续第五个月下降。 纳斯达克中国金龙指数涨2.0%，阿里巴巴涨3.9%，京东涨2.8%，百度涨1.4%，拼多多涨1.3%，网易涨 0.9%。 市场概述 国际油价走低，WTI原油近月合约跌0.88%，报62.85美元/桶，布伦特原油近月合约跌1.17%，报64.86美 元/桶。 蓝筹每日趋势报告 Blue Chip Daily Trend Report首席技术策略师坦塔雷利（Larry Tentarelli）表 ...

印度尼西亚代表团将于下周前往美国进行贸易谈判。 ...

Core Viewpoint - The potential inflation in Canada may be more severe than previously thought, with the possibility of interest rate cuts if the economy remains weak and CPI stable [1] Group 1: Economic Conditions - A weak economy and stable CPI may necessitate interest rate cuts [1] - The outcome of U.S. trade conflicts remains the largest headwind for the Canadian economy [1] Group 2: Trade and Global Factors - Trade negotiations are characterized by "high uncertainty" [1] - The increase in steel tariffs highlights the "unpredictability" in global trade [1] Group 3: Monetary Policy Outlook - Ensuring price stability amid "global turmoil" is deemed crucial [1] - There is a consensus to maintain current interest rates, indicating a cautious approach [1] - The central bank governor admits to having "less foresight" than in the past [1]

加拿大央行行长麦克勒姆：贸易谈判的结果"高度不确定"。 ...

美国贸易代表格里尔：与欧盟的谈判正在迅速推进。 ...

特朗普当天致电日本首相石破茂，这一通电话让很多人感到惊讶，因为它代表的意义太多了。日本作为二战战败国被美国接管后，让人耳熟 能详的广场协议、庞大的驻军规模和逐年上涨的驻军军费，都预示着美日之间的关系是不对等的，说难听点儿就是主仆关系。然而特朗普作 为傲慢美国人的代表却自降身段致电日本首相，而且日本还对美国保持强硬态度，这是很难想象的。 石破茂（资料图） 据智通财经报道，日本首相石破茂近日与美国总统特朗普进行了一次通话，就美国关税措施等话题进行了讨论。本次通话正值美日第三轮贸 易谈判之前，也是自特朗普4月初发起"对等关税"以来，美日首脑首次通话。石破茂在通话后表示，他与特朗普都同意在即将举行的谈判中 进行"富有成效"的讨论。他对记者表示，日本继续敦促华盛顿取消最近所有关税措施的立场，在这一点上没有改变，他支持推动日本投资以 在美国创造更多就业机会作为交换的计划。 在此背景下，有东京民众认为：美国好像只考虑自己的利益吧。说是为了保护本国利益，但股市、日元汇率都大幅波动，让人不安。战后一 直如此。 日本媒体指出，汽车产业是日本出口的支柱产业，若高关税长期不撤，无疑将给日本经济造成沉重打击。而特朗普政府始终拒绝就汽车 ...