今年是中国人民抗日战争、苏联伟大卫国战争暨世界反法西斯战争胜利80周年，也是联合国成立80周 年。80年前，中国和苏联率先在《联合国宪章》上签字，与反法西斯同盟重要成员一起揭开了打造以联 合国为核心的国际体系的序幕。近日，习近平主席在《俄罗斯报》发表题为《以史为鉴 共创未来》的 署名文章中指出："二战结束前后，国际社会作出的最重要决定就是成立联合国。"5月7日至10日，习近 平主席对俄罗斯进行国事访问并出席纪念苏联伟大卫国战争胜利80周年庆典。访问期间，两国元首共同 签署并发表《中华人民共和国和俄罗斯联邦在纪念中国人民抗日战争、苏联伟大卫国战争胜利和联合国 成立80周年之际关于进一步深化中俄新时代全面战略协作伙伴关系的联合声明》，发出了二战胜利成果 不容挑战、坚决维护战后国际秩序、捍卫国际公平正义的时代强音。在国际形势变乱交织的当下，我们 要深刻理解维护二战胜利成果和战后国际秩序的时代意义。 维护二战胜利成果需要大国共担时代责任 第二次世界大战作为人类历史上的空前浩劫，其胜利不仅是正义战胜邪恶、文明战胜野蛮的伟大成就， 还具有深刻的历史必然性和进步性。二战胜利不仅结束了军国主义、法西斯主义对世界和平的严重威 ...

在全球经济格局加速重构的当下，投资者比任何时候都更需要一双"透视眼"——既能穿透数据迷雾捕捉市场信号，又能站在宏观视角预判趋势拐点。Macro Global Markets巨汇正是这样一位值得信赖的"金融气象员"，其独特的动态分析体系将复杂的经济变量转化为可操作的投资指南，为专业投资者提供全天候 的决策支持。 实时数据网络：金融市场的"高精度雷达" 针对当前高增长与高通胀并存的复杂环境，巨汇开发了模块化的策略应对体系。其"压力测试模拟器"允许用户输入不同加息情景，自动生成对应的大类资产 配置方案；而"黑天鹅事件推演"功能则通过机器学习历史上的极端行情，提炼出黄金、日元等避险资产的权重调整建议。一位使用该工具的养老基金经理透 露，在2024年瑞信事件发酵初期，系统推送的"流动性分层防御"策略使其组合回撤幅度比同业平均水平低40%。 实战案例库：市场教育的"沉浸式课堂" 对于需要把握大周期趋势的资产管理人，巨汇的宏观经济仪表盘提供了更纵深的分析维度。平台将GDP增速、CPI、就业数据等关键指标，转化为类似汽车 仪表盘的动态可视化界面：当通胀指针进入红色警戒区，系统会自动关联历史相似周期下的资产表现；而当失业率指标 ...

5月17日，2025清华五道口全球金融论坛在深圳召开。波兰前总理马雷克·贝尔卡在论坛现场接受北京商报记者采访时表示，未来国际货币体系或朝着多极化 方向发展。他还直言，"如果我在一家央行负责外汇储备，我不会如此热衷于黄金投资，因为我知道黄金现在看起来像一颗新星，但这颗星星可能会陨落"。 美国慢性贸易赤字来自其国内经济不平衡 在论坛开幕式致辞中，马雷克·贝尔卡抛出了问题：美国总统特朗普到底想要什么？他认为，特朗普希望使美国成为一个制造业大国。 "从欧洲的视角来看，他这么想很奇怪。因为我们一直都觉得美国是全球的经济引擎，而且它在前沿科技方面领先，它在这方面远超于欧洲的进展。"马雷克 ·贝尔卡表示，如果仔细审视的话，会发现在美国的社会和经济结构中都出现了很大的不平衡，这就是为什么特朗普总统对美国国民表示，"现在美国处于危 机当中"。 "但是，谁来从事这些制造业工作呢？尤其是考虑到现在美国的部分移民政策，特朗普政府成功限制了移民，无论是制造业人口的数量还是质量，都不足以 支持他的想法。因此特朗普提出增加关税。但我们都知道，至少从经济学家角度来看，关税并不是贸易不平衡背后的主要推手。"马雷克·贝尔卡说道。 现在美国慢性的 ...

Core Viewpoint - The ongoing trade war and tariff policies are deemed dangerous and detrimental to global economic balance, with a call for new rules in the international monetary system as the dominance of the US dollar wanes [1][3][4]. Group 1: International Monetary System - The US dollar's dominance in the global monetary system is gradually decreasing, with the US currently holding about 25% of the global economy, a figure that is on the decline [3]. - The future of reserve currencies may involve shared privileges among other countries, particularly the Eurozone and potentially the Chinese yuan, although the latter's status as a reserve currency will take time to establish [3][4]. - The unpredictability of US economic policies raises questions about the future of the dollar as a reserve currency, especially in light of significant fiscal deficits and debt levels [3][4]. Group 2: Trade War Implications - The recent surge in US Treasury yields, with 30-year yields nearing 5% and 10-year yields surpassing 4.5%, is attributed to the uncertainties stemming from the trade war [4]. - The trade war is viewed as a significant risk to global economic stability, with concerns about the predictability of the US economy leading to market volatility [4]. - A recent pause in the US-China trade war has provided some stability to financial markets, as evidenced by a decline in gold prices following the Geneva economic talks [4][5].

当地时间2024年10月，澳大利亚贸易部长法雷尔的一番表态引发国际舆论哗然。他公开宣称，中国是澳大利亚"钞能力"十倍的优质客户，对华贸易的重要性 远超美国，并明确拒绝在贸易事务上"联美排华"。这一表态与莫里森政府时期"全面倒向美国"的外交政策形成鲜明对比，标志着澳大利亚在经历经济重创 后，开始重新评估其地缘战略定位。 一、从"反华急先锋"到"经济理性派"：澳大利亚的战略转向逻辑 莫里森政府的"反面教材"：前总理莫里森政府曾甘当美国"反华急先锋"，不仅禁用华为5G设备，还推动对中国商品发起反倾销调查。然而，这一系列操作 的结果却是澳大利亚经济遭受重创。2021年，中国对澳葡萄酒加征最高218.4%的反倾销税，导致澳葡萄酒对华出口暴跌97%；大麦、龙虾、煤炭等产业也遭 遇类似命运。与此同时，美国企业却趁机抢占中国市场——2022年，美国对华葡萄酒出口额同比增长30%，澳大利亚牛肉则因失去中国市场而转向美国，间 接帮助美国肉企填补了国内产能缺口。这种"为美国火中取栗，反被美国摘桃子"的教训，让澳大利亚工党政府深刻认识到"经济主权"的重要性。 地缘政治的"去风险化"：当前，全球供应链正经历深度调整，澳大利亚试图在中美 ...

每经记者｜赵景致 黄婉银 每经编辑｜魏官红 5月17日，在2025年清华五道口全球金融论坛现场，重塑布雷顿森林体系委员会执行董事马克·乌赞在接受《每日经济新闻》记者采访时表示，去年是布雷顿 森林体系成立80周年，这是以美元为中心的国际货币体系。如今，人们对布雷顿森林体系框架已经有一些紧张和担忧，所以需要改革重塑布雷顿森林体系。 重塑布雷顿森林体系委员会执行董事马克·乌赞 图片来源：主办方供图 "我们是否想要维护多边主义？是否想要保留惠及所有人的游戏规则？就维护多边主义而言，确保我们在贸易和全球金融领域遵循游戏规则，这对中国非常 有益。"马克·乌赞表示。 马克·乌赞指出，与此同时，作为世界最大经济体的美国却在质疑：二战后建立的国际秩序是否已不合时宜？这种国际秩序是否在与美国作对？因此，他认 为，需要重新平衡全球经济、重新平衡全球治理，同时开始思考未来的各种可能性，需要努力为即将到来的多极化格局制定新的游戏规则。 对于未来美元的走势，马克·乌赞对《每日经济新闻》记者表示，目前美国对全球金融的政策和战略充满不确定性与混乱，大家完全看不清其清晰脉络。但 有一点能够明确，那就是美国正在呼吁全球经济重新平衡，这显然会对美 ...

Core Viewpoint - The global monetary system is at a critical juncture, transitioning from a "dollar-dominated" structure to a "multipolar coexistence" model, with the evolution of currencies like the Renminbi becoming a focal point for observing emerging market countries' pathways [1][3]. Group 1: Current Monetary Landscape - The current global monetary system is still centered around the US dollar, which faces historic challenges due to unilateral policies from the US, particularly under the Trump administration, impacting the dollar's credibility as a global trade and reserve currency [3][4]. - The dollar's share in global foreign exchange reserves has decreased to 60%, down from a peak of 73%, indicating a weakening position as emerging market central banks diversify their reserves, including increasing gold holdings [3][4]. Group 2: Future Currency Competitors - Potential competitors to the dollar include the Euro and the Renminbi, with the Euro needing to establish a fiscal union and enhance financial integration to strengthen its position [4][5]. - The Renminbi, while not fully convertible, has the potential to become a global reserve currency, supported by initiatives like the Belt and Road Initiative and the Asian Infrastructure Investment Bank, which expand its cross-border usage [4][5]. Group 3: Proposed Solutions for Monetary Reform - Industry experts suggest creating a "willing alliance" for a multilateral mechanism, leveraging regional institutions like the Asian Infrastructure Investment Bank to foster non-US-led cooperation [5][6]. - A gradual reform of the monetary system is proposed, including expanding the International Monetary Fund's Special Drawing Rights (SDR) basket to alleviate the pressure of dollar dominance and increase the Renminbi's weight [7][8]. Group 4: Digital Currency Innovations - The future of the global monetary system may hinge on technological innovations such as digital currencies and inclusive institutional frameworks, with discussions on how the US, Europe, and China are approaching digital currency development [8].

"不过，部分全球体系仍在发挥作用，例如以发展中国家为主导的多边体系银行通过改革开展共同筹 资，且多边机制决策需更多谈判妥协。而中欧国家之间，在低碳技术领域形成互补，欧洲擅长高效能源 系统运营，中国在技术转移和知识共享方面具备优势，此类合作可延伸至发展中国家并在气候议程上达 成共识。"白乐夫表示。 对发展中国家而言，白乐夫认为，他们希望拥有自主选择权，以最优价格获取技术并吸引资本投入。因 此，多边协作的重要性显著提升。 此外，谈及IMF在发展与金融稳定中的作用，白乐夫提到，全球金融危机对中国及非洲等地区冲击较 小，但此前亚洲金融危机对亚洲影响显著。 "过去十年，尽管金融危机对各国经济冲击重大，但IMF应对危机的响应已更加敏捷，各种开发银行资 产负债表韧性增强，能降低资金成本、提升借贷能力并将资本投入市场。" 白乐夫认为，未来流动性管 理及本地货币金融服务的提供，对引导资本流向最需要的国家至关重要。 编辑：冯樱子 文/刘佳 5月17日，2025清华五道口全球金融论坛在深圳召开。亚投行首席经济学家白乐夫在围绕如何重建国际 金融体系时表示，从发展中国家视角看，全球经济正从 "一元世界" 转向多极化。 白乐夫认为，在重 ...

Group 1 - The fourth ministerial meeting of the China-Latin America Forum was successfully held, with over 100 cooperation projects agreed upon for the next three years, and China announced 20 initiatives to support Latin American development [1][2] - The forum has seen significant achievements over the past decade, with improved mechanisms and numerous activities that have strengthened China-Latin America relations, aiming to enter a "golden decade" of cooperation [1][2] Group 2 - The meeting emphasized the importance of building a community with a shared future between China and Latin America, highlighting principles of equality, mutual benefit, openness, and the ultimate goal of benefiting the people [2] - Both sides recognized the need for unity in the face of global changes and risks, asserting their roles as important members of the Global South in promoting a multipolar world and democratic international relations [2] - The potential for cooperation is vast, with the possibility of creating a super market of 2 billion people, which would provide new engines for growth and opportunities for global prosperity [2]

Core Viewpoint - The article emphasizes the historical significance of the China-Russia relationship, particularly in the context of commemorating the 80th anniversary of the Soviet Union's victory in the Great Patriotic War, highlighting the shared sacrifices and mutual support between the two nations [1][2][4]. Group 1 - The visit of President Xi Jinping to Russia is framed as a moment to honor the historical contributions of China and the Soviet Union to the victory over fascism, reinforcing the deep-rooted friendship between the two countries [1][2]. - The article reflects on the importance of historical memory and truth, asserting that the high-level development of China-Russia relations is built on the foundation of their shared wartime experiences and mutual support [2][4]. - The presence of military parades and the performance of the song "Katyusha" symbolize the enduring friendship and solidarity between China and Russia, as well as their commitment to peace and justice [3][6]. Group 2 - The article discusses the broader implications of the historical victory, suggesting that it laid the groundwork for a multipolar world, economic globalization, and democratic international relations, which are increasingly relevant in the 21st century [4]. - It highlights China's role in global governance, advocating for a multilateral approach and the maintenance of international order based on law, which aligns with the sentiments expressed during the commemorative events [4][5]. - The article notes the positive reception of China's contributions to global peace and development by various world leaders, indicating a growing recognition of China's role in fostering international cooperation [5].