Group 1 - The Federal Reserve's potential guidance on interest rate paths is under discussion [1] - There is an ongoing discussion regarding President Trump's tariff policies and their potential inflation risks [2] - The Federal Reserve may disclose progress related to its policy framework assessment during the research meeting scheduled for May 15-16 [3] Group 2 - Discussions are taking place regarding labor supply and demand, including factors such as Musk's Department of Government Efficiency (DOGE) promoting federal layoffs and Trump's immigration policies [4] - The Federal Reserve's perspective on financial markets, including U.S. Treasury bonds and the stock market, is being evaluated [5] - The Federal Reserve's views on the U.S. debt ceiling issue are also being considered [6]

5月6日国内金价快报：国内各大金店金价在五一假期期间跌下千元大关，但今日重新上涨，再创历史新 高。今日六福金店价格上涨28元/克，最新标价1026元/克，与周大福等金店同为最高价金店。上海中国 黄金价格不变，还是报价969元/克，为最低价金店。今日金店黄金价差57元/克，价差再次扩大。 具体各大品牌金店最新价格见下表格： | 今日金店黄金价格一览（2025年5月6日） | | | | | | --- | --- | --- | --- | --- | | 金店报价 | 今日金价 | 单位 | 变动幅度 | 涨跌 | | 老庙黄金价格 | 1022 | 元/克 | 31 | 涨 | | 六福黄金价格 | 1026 | 元/克 | 28 | 涨 | | 周大福黄金价格 | 1026 | 元/克 | 28 | 涨 | | 周六福黄金价格 | 1026 | 元/克 | 28 | 涨 | | 金至尊黄金价格 | 1026 | 元/克 | 28 | 涨 | | 老凤祥黄金价格 | 1025 | 元/克 | 27 | 涨 | | 潮宏基黄金价格 | 1022 | 元/克 | 28 | 涨 | | 周生生黄金价格 | 102 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Views of the Report - For finished products, it is expected to run in a volatile and consolidating manner, and the price center of gravity continues to move downward. The market sentiment is pessimistic in the context of weak supply and demand, and this year's winter storage is sluggish with limited price support. Attention should be paid to macro - policies and downstream demand [2][3]. - For aluminum ingots, it is expected that the price will fluctuate within a short - term range. The downstream is at the stage of alternating between peak and off - peak seasons, and the inventory is still being depleted. Attention should be paid to the support of subsequent inventory performance on prices, as well as macro - sentiment and downstream start - up [2][4]. 3. Summary According to Relevant Catalogs 3.1成材 (Finished Products) - **Production Shutdown Impact**: In the Yunnan - Guizhou region, short - process construction steel enterprises' shutdown and maintenance during the Spring Festival are mostly from mid - January, with resumption expected from the 11th to the 16th day of the first lunar month, affecting a total output of 741,000 tons. In Anhui, 1 out of 6 short - process steel mills started to shut down on January 5, and most of the rest will shut down around mid - January. Some individual steel mills may shut down after January 20, with a daily output impact of about 16,200 tons [2][3]. - **Real Estate Transaction Data**: From December 30, 2024, to January 5, 2025, the total transaction (signing) area of newly built commercial housing in 10 key cities was 2.234 million square meters, a 40.3% decrease from the previous period and a 43.2% increase year - on - year [3]. - **Market Situation**: The finished products continued to fluctuate downward yesterday, reaching a new low recently. In the context of weak supply and demand, the market sentiment is pessimistic, and the price center of gravity keeps moving down. This year's winter storage is sluggish, providing little support for prices [3]. 3.2铝锭 (Aluminum Ingots) - **Production Situation**: In April 2025, domestic electrolytic aluminum production increased by 2.6% year - on - year and decreased by 2.9% month - on - month. In May, the operating capacity of domestic electrolytic aluminum remained at a high level. The second - batch capacity replacement project of an aluminum plant from Shandong to Yunnan is expected to start in the third quarter, and the first - batch project is expected to achieve output in May. Recently, some enterprises have carried out capacity maintenance, which has little impact on the supply side [3]. - **Demand Situation**: Before the festival, the start - up rate of domestic aluminum downstream processing leading enterprises decreased by 0.9 percentage points to 61.6% from the previous week and decreased by 2.8 percentage points year - on - year. Except for the aluminum cable industry, the start - up rates of other sectors have declined to varying degrees. The traditional peak season for aluminum downstream is coming to an end, and the seasonal decline in terminal demand and overseas trade frictions will put double pressure on the downstream start - up rate [3]. - **Inventory Situation**: As of May 6, the inventory of electrolytic aluminum ingots in domestic mainstream consumption areas was 636,000 tons, a decrease of 7,000 tons from the previous Monday [3]. - **Macro Situation**: The domestic macro - environment has a positive atmosphere, while overseas, Trump's policy attitude is changeable, and there are many uncertainties in the tariff war, which puts pressure on the market [4].

金十数据整理：每日全球外汇市场要闻速递（4月29日） 6. 路透调查：2025年墨西哥经济增长预期为0.2%，2026年为1.4%（较一月调查的1.2%和1.8%有所下 降）。 1. 印度卢比兑美元升至年内最高点。 2. 美国财长：针对债务上限问题的"X日"将于近期公布。 3. 欧洲央行管委卡扎克斯：利率路径取决于通胀。全球经济存在很多不确定性。 4. 欧洲央行管委雷恩：将密切监测市场以确保价格稳定和金融体系的稳定。 5. 新西兰财政部长：财政部门下调了2025年和2026年的GDP增长预测。 ...

欧洲央行Kazaks：利率路径取决于通货膨胀情况。 目前看来，可能会继续逐步降息。 ...

欧洲央行管委卡扎克斯：利率路径取决于通胀。全球经济存在很多不确定性。 ...

智通财经4月29日电，欧洲央行管委卡扎克斯表示，利率路径取决于通胀，全球经济存在很多不确定 性。 ...

欧洲央行副行长Guindos：在异常不确定的情况下，风险已经加剧。 欧洲央行的利率路径取决于数据，将由逐次会议决定。 欧洲央行并未对特定的利率路径进行预先承诺。 欧洲央行支持简化监管框架的努力。 市场的急剧调整可能变得无序。 ...

欧洲央行副行长金多斯：欧洲央行并未提前承诺未来的利率路径。 ...

欧洲央行首席经济学家连恩：不会提前承诺任何利率路径。 ...