据华尔街日报：美国希望在欧盟贸易谈判中讨论农业和经济安全问题。 ...

欧盟贸易和经济安全事务专员塞夫科维奇：与美国的谈判结果必须公平且平衡。 ...

波兰部长：若美国推迟与欧盟进行贸易谈判，将令人惊讶 金十数据5月15日讯，负责周四在布鲁塞尔召开欧盟贸易部长会议的波兰经济部副部长巴拉诺夫斯基 说，如果美国在与其他国家达成新贸易协议的努力中将欧盟推到最后，那将是令人惊讶的。他说："这 将令人惊讶，因为在贸易和投资方面，我们都是美国的关键合作伙伴。"他还指出，美国正在同时就多 项协议进行谈判。他说："他们在多架钢琴上演奏，但有些钢琴比其他钢琴大，而我们就是一架大钢 琴，所以我一点也不担心。" ...

自今年2月莫迪访问白宫以来，印度成为首批与美国开始贸易谈判的国家之一，双方同意在秋季前完成双边协议 的第一阶段。印度贸易部长预计将于5月17日至20日前往美国与特朗普政府官员进行进一步谈判。 印度突然"示好"？特朗普爆料"零关税"提议 特朗普的言论出现在印度威胁对美国实施报复性关税两天之后。 5月13日周二，印度政府向世界贸易组织（WTO）提交正式申诉，计划对部分美国输印商品加征关税，以回应 美国对印度钢铝产品征收的长期关税措施。当日印股跌超1%。 15日周四，特朗普总统宣称印度已提出对美国商品实施"零关税"，消息公布后，印度股市维持涨势，基准股指 NIFTY 50指数涨1%。 据媒体报道，特朗普周四在卡塔尔的一场商业领袖活动上表示，印度政府"向我们提出了一项协议，基本上他们 愿意对我们不收取任何关税"。 而仅仅就在两天前，印度曾向世界贸易组织（WTO）提交反击特朗普关税的措施，计划对部分美国输印商品加 征关税。 此番表态正值新德里对美国总统宣布印巴停火后的态度日益不满之际。特朗普坚称自己利用贸易作为谈判筹码 来促成这一休战，而印度官员否认在与巴基斯坦的军事冲突期间与美国官员的会谈中涉及贸易议题。 据当地媒体 ...

Group 1 - Iran's Supreme Leader's advisor stated that Iran is willing to commit to never developing nuclear weapons in exchange for the U.S. lifting sanctions, leading to a drop of over 3% in oil prices [1] - WTI crude oil fell over 3% to $60.60 per barrel, while Brent crude oil also dropped over 3% to $63.97 per barrel [2] - The geopolitical situation is easing, and high U.S. Treasury yields are pressuring commodities, causing gold, silver, copper, and oil to decline [5] Group 2 - European stock indices opened lower, with the Euro Stoxx 50 down 0.5%, Germany's DAX down 0.4%, and the UK's FTSE 100 down 0.5% [9] - The Indian stock market maintained its upward trend after President Trump mentioned India's proposal to eliminate tariffs on U.S. goods [9] - The Japanese opposition party suggested using long-term U.S. Treasury holdings and importing U.S.-made Japanese cars as negotiation leverage in trade talks with Washington [12]

Group 1 - The core viewpoint of the articles indicates that the South Korean won (KRW) has significant appreciation potential, being undervalued by approximately 12% according to Nomura's model, making it one of the most undervalued currencies among emerging markets and G10 currencies [1][3][4] - The discussions between South Korean and U.S. officials regarding the KRW/USD exchange rate suggest that the U.S. government may favor a weaker dollar, potentially making exchange rates a key topic in upcoming trade negotiations [2][3] - The South Korean National Pension Service (NPS) may increase its foreign exchange hedging ratio, which could significantly boost demand for the KRW, especially if the NPS raises its overseas investment hedging ratio to 10% [1][4] Group 2 - Basic economic factors also support the appreciation of the KRW, as various models indicate that the currency remains undervalued, reinforcing the notion that external pressures are not the sole drivers of its potential rise [3][4] - The potential for foreign investment outflows or currency hedging by asset management firms, which manage approximately $1.3 trillion, poses a risk that could further influence the KRW's value [4] - As of May 9, 2025, South Korean retail investors have a total overseas investment of $139 billion, with indications that they are selling overseas assets due to concerns over a weakening dollar, which could impact the KRW [4]

Core Viewpoint - The EU believes that trade negotiations with the US are accelerating, with a preference for a quality agreement over a quick deal [1] Group 1: Trade Negotiations - The Polish Deputy Minister of Economic Affairs, Baranowski, stated that negotiations between the EU and the US are speeding up [1] - The EU is optimistic due to signs of the US easing tensions, as indicated by Baranowski [1] - EU Commission Vice President Šefčovič mentioned a constructive call with US Secretary of Commerce Ross, aiming to address current challenges and lay the groundwork for deeper cooperation [1] Group 2: Tariffs and Trade Impact - The US previously imposed tariffs affecting European automotive, steel, and aluminum manufacturers, but later reduced these tariffs to 10% for a 90-day negotiation period [1] - The focus remains on achieving a beneficial agreement rather than rushing into a trade deal [1]

智通财经5月15日电，欧盟委员会副主席谢夫乔维奇表示，欧盟与美国已同意加强贸易谈判方面的联 系。 ...

欧盟委员会副主席谢夫乔维奇：欧盟与美国已同意加强贸易谈判方面的联系。 ...

贵金属日报 | 2025-05-15 美国贸易谈判或有新进展 贵金属震荡走弱 市场要闻与重要数据 据外媒讯，美国与日本、韩国、印度的贸易关税协议"接近达成"。并称美国在关税谈判中不寻求美元贬值。另 外，特朗普在卡塔尔达成1.2万亿美元经济承诺。美国与卡塔尔签署超2435亿美元经济及军事合作协议。此外，欧 洲央行要求区内银行评估压力情况下美元短缺风险，因担忧特朗普执政下无法依赖美联储。 期货行情与成交量： 2025-05-14，沪金主力合约开于 764.00元/克，收于 761.72元/克，较前一交易日收盘 -0.78%。当日成交量为 497536手，持仓量为 214778手。昨日夜盘沪金主力合约开于 750.00 元/克，收于 748.68 元/克，较昨日午后收盘 下降2.04%。 2025-05-14，沪银主力合约开于 8186元/千克，收于 8195元/千克，较前一交易日收盘-1.31%。当日成交量为 616045手，持仓量 280768手。昨日夜盘沪银主力合约开于 8,090 元/千克，收于 8,085 元/千克，较昨日午后收盘 下降1.40%。 上期所金银持仓与成交量变化情况： 2025-05-14， ...