会议纪要显示，委员会认为将现金利率降至3.85%的25基点降息方案是＂更有力的选择＂。 会议纪要中提到："仅国内经济形势的发展就足以支持降息，而全球贸易政策的变化更强化了采取这一 行动的必要性。"这表明，在经历了三年抑制通胀的努力后，澳联储已经将其政策重心转向了因特朗普 政府关税政策引发的经济风险。 新华财经北京6月3日电（崔凯）澳洲联储（RBA）于周二公布了5月19-20日的会议纪要显示，该行最终 决定如市场普遍预期将借贷成本下调25个基点，部分原因是为了确保"在不确定性加剧之际，货币政策 设定保持可预测性"。 会议纪要显示，澳洲联储在面对全球经济增长放缓和地缘政治紧张局势加剧的背景下，考虑了更为激进 的货币政策措施，即降息50个基点。然而，在权衡了各种因素之后，澳洲联储最终决定采取较为保守的 做法，仅将官方现金利率下调25个基点至3.85%。 尽管澳大利亚尚未直接受到关税冲击，但作为小型开放经济体，它高度依赖海外经济活动和市场情绪， 可能会因其他国家受到的影响而间接承压。澳洲联储强调，关税及政策不确定性已"造成对澳大利亚主 要贸易伙伴增长前景的负面影响"。然而，目前尚无明确迹象表明美国总统唐纳德·特朗普的 ...

据上观新闻报道，美国商务部日前发布的数据显示，2025年第一季度，美国国内生产总值（GDP）环比出现萎缩。观察人士认为，受美国政府加征关税影 响，企业大幅增加进口提前囤货，拖累了一季度经济增长。长期来看，美关税政策持续将加剧不确定性，可能导致通胀和失业率上升，关税对美国经济的冲 击效应未来可能进一步显现。数据显示，今年一季度美国GDP环比按年率计算萎缩0.3%。这是2022年以来美国经济的最差季度表现。 耐克（资料图） 不仅如此，微软联合创始人比尔·盖茨表示，美国总统特朗普的关税计划给已经不稳定的长期就业前景增加了进一步的不确定性，并可能使企业推迟重要的 投资。盖茨一直对特朗普的一些行动持温和批评态度，比如组建政府效率部（DOGE）以及相关的对外援助支出削减。在上周末的一次采访中，这位身价 1130亿美元的富豪表示，他也对特朗普的主要关税政策感到担忧。盖茨表示，他"最大的担忧"是经济的不确定性。盖茨最近告诉《财富》杂志，他将把"几 乎全部"财富捐赠给他的同名基金会。 具体来看，第一季度净出口对GDP的拖累达4.83个百分点。这表明企业对未来关税可能上升感到担忧，从而大规模囤积库存；占美国经济总量约70%的个人 ...

Core Viewpoint - Trump's tariff policies aim to reshape global trade order and promote U.S. re-industrialization, with a focus on generating new revenue sources through tariffs [1][2]. Group 1: Tariff Implementation and Impact - Trump imposed high tariffs on nearly all U.S. trading partners within 40 days, with China facing the highest tariffs, reaching 145% on certain goods [4][6]. - The uncertainty surrounding U.S. trade policies has reached historical highs, significantly impacting market confidence and leading to increased concerns among businesses [2][6]. - A temporary suspension of tariffs was announced for 90 days, reducing tariffs from 49% to 10% for certain countries, but China remained unaffected [4][7]. Group 2: Business Challenges - U.S. businesses, particularly small companies reliant on Chinese imports, faced severe challenges due to rising costs and declining sales, leading to cash flow issues [9][10]. - Major retailers like Walmart indicated they could not fully absorb tariff costs, leading to price increases for consumers [11][12]. - The toy industry, represented by companies like Mattel, anticipated price hikes due to tariffs, with significant portions of their products manufactured in China [12][13]. Group 3: Agricultural Sector Impact - U.S. farmers have suffered significant losses due to trade wars, with agricultural exports dropping by over $27 billion during Trump's first term [15][18]. - California pistachio growers, heavily reliant on the Chinese market, faced potential devastating losses due to tariffs [16][17]. - The soybean export market has seen a drastic decline, with exports to China dropping by 75% since the onset of the trade war [18]. Group 4: Consumer Confidence - Consumer confidence in the U.S. has been negatively affected by tariff policies, with a reported decline in consumer sentiment index [20][21]. - The uncertainty and rising costs associated with tariffs have led to a significant reduction in imports at major California ports, indicating broader economic impacts [22]. - The recent agreement to reduce tariffs between the U.S. and China has provided some clarity, but economists warn of potential economic slowdowns in the coming quarters [23][24].

会议纪要显示，本月稍早的会议上，美联储决策者普遍认为，经济面临的不确定性比之前更高，对待降息适合保持谨慎，等待特朗普政府关税等政策的影响更 明朗，再考虑行动。 与会者一致认为， 经济前景的不确定性进一步增加，因此，在一系列政府政策调整的净经济效应更加明朗之前，采取谨慎态度是恰当的 。 而且，此次纪要中，联储决策者几乎全都表达了对关税长期推升通胀的担忧。继4月的上次会议纪要后，本次纪要中，联储官员再度警惕，联储货币政策委员 会FOMC可能不得不在抗通胀和保就业之间做出"艰难的取舍"。 有"新美联储通讯社"之称的记者Nick Timiraos指出，本次会议纪要中，美联储决策者暗示，他们担心关税大幅上调会推升价格，可能刺激通胀上行。鉴于关税 政策的不确定性加剧，联储官员重申需要采取"谨慎态度"。 Timiraos称，纪要显示，联储决策者基本都认为，经济的不确定性增加，失业和通胀双双上行的风险也增加。这让他们不会改变观望的政策立场。 重申完全有能力等经济和通胀前景更明朗再行动 三周前召开的货币政策会议上，美联储决定继续暂停降息，示警滞胀风险，声明新增失业率和通胀均上升的风险已增加这一表述，并重申经济前景的"不确定 性 ...

美国与欧盟的贸易谈判传来利好信号。 据最新消息，欧盟计划加速与美国谈判，从而避免大西洋两岸发生"贸易战"。当地时间5月26日，欧盟发言人 透露，欧盟贸易和经济安全事务专员塞夫科维奇将于当地时间周一下午与美国商务部长卢特尼克进行通话。 "现在谈判有了新的动力。"欧盟委员会发言人保拉·皮尼奥周一表示，"双方同意加快贸易谈判进程，并保持密 切联系。" 保拉·皮尼奥表示，欧盟委员会主席冯德莱恩与美国总统特朗普的通话为贸易谈判注入了新的动力。欧盟贸易 和经济安全事务专员塞夫科维奇将于当地时间周一下午与美国商务部长卢特尼克进行通话。 保拉·皮尼奥进一步表示，在与美国的谈判中，欧盟提出的"零关税对零关税"提案仍在谈判桌上。 在此之前，特朗普表示，欧盟请求将关税谈判期限延长至7月9日，他已同意这一请求。 这一消息瞬间点燃了市场的乐观情绪，欧洲多国股市周一集体大涨，截至发稿，丹麦OMX20指数大涨超2%， 欧洲斯托克50指数、德国DAX 30指数、法国CAC 40指数、意大利富时MIB指数均涨超1%。 但分析人士警告称，尽管美国总统特朗普推迟了对欧盟征收50%关税的计划，但投资者仍需"系好安全带"，因 为潜在的贸易战风险尚未完 ...

Core Insights - The article highlights a significant trend in gold investment across different generations in China, showcasing a unique blend of motivations and strategies among older, middle-aged, and younger consumers [2][10] - The rising gold prices, currently around $3300 per ounce, have prompted increased interest and investment in gold as a traditional safe-haven asset [2][10] Group 1: Older Generation - The older generation, represented by individuals like Zhang Dama, views gold as a deeply ingrained belief and a safeguard against economic uncertainty, stemming from past experiences with inflation [3][5] - Zhang Dama's investment strategy focuses on physical gold, emphasizing simplicity and stability, with an average annual return of 8%, significantly higher than bank deposit rates [3][6] - The older generation relies on personal experiences and word-of-mouth for investment decisions, contrasting with younger generations' reliance on technology and market trends [5][10] Group 2: Middle-Aged Generation - The middle-aged demographic, exemplified by Wang Zhiqiang, approaches gold investment with a rational mindset, using it as a stabilizing asset in their diversified portfolios [6][7] - Wang Zhiqiang's investment strategy includes paper gold and gold ETFs, prioritizing liquidity and convenience, while also considering broader economic factors like currency fluctuations and family expenses [6][7] - This group has formed investment communities to share insights and strategies, focusing on informed decision-making rather than speculative gains [7][8] Group 3: Younger Generation - The younger generation, represented by Lin Xiaoxuan, views gold as both a fashionable accessory and an investment, integrating it into their lifestyle and social media presence [8][9] - Young consumers are engaging in gold purchases through innovative platforms, lowering the barriers to entry for investment and creating a new trend of "wearable wealth" [8][9] - The shift in perception of gold from a traditional asset to a social currency reflects changing values and investment behaviors among younger consumers [9][10]

对于近期行情涨涨跌跌，反反复复，多空转换频繁，很多投资朋友们都措手不及，或不知从何下手，一买进就跌，出场就涨，来来回回连续损单，其实这是 很多新手朋友们都会出现的情况，在这里告诉大家，做交易首先不要频繁去操作，其次要对行情需要有一个精准的把控，坚持自己的交易系统，当然这些对 一些新手朋友来说都是空谈，毕竟才入市并没有严格的交易计划，大多数都是追涨杀跌从而导致严重亏损，如果此时此刻看到文章的你也是这样的情况，那 么可以咨询本人沟通交流一下，可以帮你指出做单中所有的问题，这样可以让你在交易的过程中少走弯路。 黄金最新行情趋势分析： 黄金消息面解析：周四（5月22日）现货黄金在触及近两周高位3345美元区域后出现技术性回撤，目前美盘时段围绕3300美元附近震荡整理。尽管美元指数 的温和反弹给金价带来一定下行压力，但市场对美联储进一步降息的预期以及对美国财政赤字不断恶化的担忧，为非收益性的黄金资产提供了重要支撑。当 前黄金市场环境，美元疲软、地缘政治风险和经济不确定性三大支撑因素短期内难以消退。特别是美国财政赤字货币化的长期趋势和中东局势的潜在恶化风 险，都可能成为推动金价进一步上涨的催化剂。不过也需警惕如果美国经济 ...

Core Viewpoint - The decrease in initial jobless claims indicates a stable employment growth in the U.S. economy for May, despite rising economic uncertainties due to fluctuating trade policies [1] Labor Market Stability - Initial jobless claims fell by 2,000 to a seasonally adjusted 227,000 for the week ending May 17 [1] - Economists had predicted jobless claims to be around 230,000, with expectations of an increase in the coming weeks to a range of 205,000 to 243,000 due to seasonal adjustment difficulties [1] Economic Uncertainty - Despite the uncertainties caused by President Trump's changing trade policies, employers are generally reluctant to lay off workers [1] - Economists forecast an increase in layoffs in the second half of 2025 due to government import tariffs suppressing demand, disrupting supply chains, and exacerbating inflation [1]

Group 1 - Recent comments from two Federal Reserve officials indicate a cautious approach in light of economic uncertainty, suggesting a potential "wait-and-see" period before further policy adjustments [1][3] - The global economic landscape is fraught with uncertainties such as trade tensions, geopolitical issues, and slowing growth, which complicate the Fed's decision-making process [3][4] - Domestic economic indicators show resilience but also present risks, including inflation volatility and labor market instability, necessitating more data for accurate policy evaluation [3][4] Group 2 - The Fed's policy adjustments must consider market expectations to avoid excessive market reactions and volatility [4] - There is debate among analysts regarding the potential lag in policy adjustments due to the Fed's cautious stance, which could hinder timely responses to rapid economic changes [4] - In the coming months, the Fed will closely monitor key economic data such as inflation rates, employment figures, consumer confidence, and manufacturing activity to inform its policy decisions [5]

【文/观察者网 王勇 编辑/赵乾坤】 国际旅游行业媒体《旅行与旅游世界》日前报道，美国一家航空旅行机构最新发布的数据显示，美国航 司今年4月份机票销售额同比下降4%，这是自2024年6月以来美国机票销售单月降幅最大的一次，也是 该行业连续第三个月收入减少。 报道指出，美国消费者信心已跌至近三年来的最低水平，这一变化与特朗普一系列政策紧密相关。在股 市动荡、通胀上升以及家庭收入缩水的多重压力下，民众的经济状况愈发堪忧。在这种不确定的环境 中，旅游支出成为消费者首当其冲削减的领域之一。 美国《旅游周刊》的报道称，特朗普政府政策带来的经济不确定性，导致美国民众消费信心持续减弱， 其连锁反应之一是商务旅行、住宿、机票等消费需求和价格疲软。 根据美国消费者价格指数，美国航空公司机票价格在4月份继续下降，与3月份相比下降了2.8%。这是 机票价格连续第三个月下降。此前，3月份和2月份分别下降了5.3%和4%。今年4月份的机票价格和2024 年4 月相比便宜了7.9%，较十年前更是下降了13.2%。 报道称，美国航司普遍将需求疲软归因于两大因素：特朗普政府政策引发的经济不确定性导致消费者信 心持续减弱，以及企业差旅支出缩减 ...