Workflow
单边主义
icon
Search documents
国际金融市场早知道:5月15日
Xin Hua Cai Jing· 2025-05-15 02:07
Group 1 - BRICS countries called for a joint resistance against unilateralism and trade protectionism during a special meeting, with China criticizing the US's "reciprocal tariff" policy as harmful to the rights of nations and expressing willingness to cooperate with BRICS members to address the impact of US measures on global trade order [1] - The US House of Representatives' fundraising committee passed a multi-trillion dollar tax cut proposal from the Trump administration, with negotiations on the bill's details ongoing, aiming for a vote in the House by the end of the month [1] - Federal Reserve Vice Chairman Jefferson noted that tariffs and uncertainty could suppress economic growth and raise inflation, but monetary policy is ready to adjust as needed, emphasizing the increased policy uncertainty and unclear impact of tariffs on prices [1] Group 2 - European Central Bank regulators required some Eurozone banks to assess scenarios of dollar demand pressure, simulating operations without reliance on the Federal Reserve for dollar supply, reflecting concerns over the uncertainty of dollar supply under the Trump administration [2] - Recent discussions between US and South Korean Treasury officials on exchange rate policies sparked market speculation about Trump potentially adopting a "trade for exchange rate" strategy to induce dollar depreciation; however, insiders revealed that the US has not made exchange rate commitments a condition for tariff reductions in global trade negotiations [2] Group 3 - The Dow Jones Industrial Average fell by 0.21% to 42,051.06 points, while the S&P 500 rose by 0.1% to 5,892.58 points, and the Nasdaq Composite increased by 0.72% to 19,146.81 points [3] - COMEX gold futures dropped by 2.07% to $3,180.70 per ounce, and COMEX silver futures fell by 2.15% to $32.39 per ounce [3] - The main contract for US oil decreased by 1.23% to $62.89 per barrel, and the main contract for Brent crude oil also fell by 1.23% to $65.81 per barrel [3] - The 2-year US Treasury yield rose by 4.65 basis points to 4.042%, the 5-year yield increased by 6.73 basis points to 4.162%, the 10-year yield went up by 6.93 basis points to 4.534%, and the 30-year yield climbed by 6.57 basis points to 4.971% [3] - The US dollar index increased by 0.10% to 101.08, with the euro down by 0.09% against the dollar at 1.1175, the British pound down by 0.32% at 1.3262, and the Australian dollar down by 0.64% at 0.6429 [3]
美国学者:美中应带头创造远离零和博弈的世界
Zhong Guo Xin Wen Wang· 2025-05-14 08:37
在班多看来,美中作为世界上两个重要国家,保持良好的关系、就重大问题开展合作并共同解决全球性 挑战至关重要。 展望未来的全球治理格局,班多认为,新兴大国将会承担起更多国际责任。他表示,自己很高兴看到曾 经不发达的国家在经济、社会和政治上持续进步,成为国际治理的新兴力量。(完) (文章来源:中国新闻网) 中新社北京5月14日电 (记者李京泽郭超凯)第四届万寿国际安全研讨会于5月13日至14日在北京举行。美 国前总统里根特别助理、卡托研究所高级研究员班多在研讨会上表示,美中两国对维护世界和平稳定具 有举足轻重的作用,双方应带头创造一个远离零和博弈、人人共享的世界。 本届研讨会的主题是"变乱世界中的普遍安全——大国的责任"。班多表示,当今世界充满动荡,大国应 汲取历史教训,担负起时代责任,确保世界不会重新堕入战争深渊。 当前,单边主义、保护主义正严重冲击国际经济格局。"经济合作曾让各国走到一起。但不幸的是,美 国新政府正把投资和贸易作为武器,威胁自身及他国的繁荣与稳定。"班多说,美国官员有义务考虑自 身决策可能对世界带来的影响。 30多年前,班多首次访问中国,此后他一直关注着中国的发展,并见证了这片古老土地发生翻天覆 ...
董军会见联合国秘书长古特雷斯
news flash· 2025-05-13 17:36
Core Viewpoint - The meeting between China's Defense Minister Dong Jun and UN Secretary-General Guterres emphasizes China's strong support for the UN's core role in global security governance and its commitment to peacekeeping efforts [1] Group 1: China's Position on the UN - China reaffirms its support for the UN's core position and its essential role in maintaining international fairness and justice over the past 80 years [1] - The current complex changes in the international situation necessitate an enhanced role for the UN, which should not be weakened [1] Group 2: Peacekeeping Commitments - China plans to propose new peacekeeping commitments and supports the reform and transformation of UN peacekeeping operations [1] - The country aims to continue being a steadfast supporter and constructive force in UN peacekeeping actions [1] Group 3: Multilateralism and Cooperation - Guterres acknowledges China's significant role in multilateralism and appreciates its three global initiatives [1] - The UN seeks closer cooperation with China in various fields, particularly in peacekeeping, while opposing unilateralism based on power [1]
金十图示:2025年05月13日(周二)新闻联播今日要点
news flash· 2025-05-13 12:06
金十图示:2025年05月13日(周二)新闻联播今日要点 ● 习近平举行仪式欢迎巴西总统访华 ● 习近平同巴西总统会谈 ● 李强会见巴西总统 * 5月13日下午,国务院总理李强在北京人民大会 堂会见来华出席中拉论坛第四届部长级会议并进 行国事访问的巴西总统卢拉。 李强表示,在两国元首战略引领下,中巴关系进 入发展"黄金期"。习近平主席同总统先生举行 会谈,为推动中巴命运共同体建设进一步擘画蓝 图。中方愿同巴方加强发展战略对接,深化金 融、贸易投资、产业链等各领域合作,在实现现 代化的道路上并肩前行、彼此成就。中方愿同巴 方密切多边协调,为维护世界和平稳定贡献重要 力量。 卢拉表示,巴方高度重视发展对华关系,愿同中 方密切高层交往,深化金融、基建等领域互利合 作,密切多边协作,共同抵制单边主义、保护主 义、促进全球南方共同发展。 ● 俄称不接受最后通牒式对话 @ JIN10.COM 金十数据 | 聚焦市场热点 ...
一场关税战,打出了一个“后美国时代”,中国式破局引发全球瞩目
Sou Hu Cai Jing· 2025-05-13 11:31
Group 1 - The Trump administration imposed significant tariffs on China, with an overall increase of 145% and specific tariffs reaching 245%, citing a trade surplus as justification [1] - The U.S. has a projected export value of approximately $140.7 billion to China in 2024, but these goods are subject to at least 125% tariffs, severely limiting market access [3] - Trump's suggestion to lower tariffs is seen as a strategic move to stimulate the U.S. stock market and appease key supporters in agriculture and automotive sectors [5] Group 2 - The trade conflict highlights the challenges of U.S. unilateralism and accelerates the restructuring of global supply chains and changes in the multilateral trade system [8] - Trump's tariff strategy aims to increase government revenue and encourage manufacturing to return to the U.S., but these goals are difficult to achieve and may lead to larger issues [8]
美国近期动向剖析:内政外交的多面审视
Sou Hu Cai Jing· 2025-05-13 07:11
在国际政治经济舞台上,美国的一举一动都备受瞩目。近期,美国在经贸、国内政治与社会、国际事务等多方面呈现出一系列新动向,这些动向不仅深刻影 响着美国自身的发展轨迹,也对全球格局产生着重要的外溢效应。 经贸领域:关税调整与经济政策博弈 中美经贸关系的微妙变化 近期,中美经贸关系成为全球焦点。5 月 10 日,两国代表在瑞士日内瓦重启关税谈判,这一谈判被外界视为 "全球贸易秩序分水岭"。美方抛出 "将关税从 145% 降至 80%" 的方案,然而附加条件却直指中国核心利益,包括全面开放市场、解除稀土出口管制、强化芬太尼管控等。这种 "降关税当恩赐,换实质 主权让步" 的逻辑,被美国智库彼得森研究所直言 "荒谬"。从数据来看,即便美方将关税降至 80%,中国光伏、机械、纺织等行业的综合成本仍将高出国际 均价 37%,而美国对华出口的半导体设备、大豆等商品却要求零关税准入 ,这种 "单行道" 式要价难以撼动中方立场。 在谈判前,美国还接连与英国、印度达成贸易协议。英国以消除市场壁垒、扩大进口美国农产品为代价,换取维持 10% 的基础关税;印度则承诺对 90% 美 国商品实施低关税,将两国平均关税差从 13% 压缩至 4 ...
国务院港澳事务办公室主任夏宝龙与澳门工商界人士座谈交流
news flash· 2025-05-12 15:23
Core Viewpoint - The discussions led by Xia Baolong emphasize the importance of the Hong Kong and Macau business community in contributing to national development and the need for unity and resilience in the face of external pressures [1][2][3][4][5][6] Group 1: Business Community's Role - The Hong Kong and Macau business community has a long-standing tradition of patriotism and has historically stepped up during critical moments to support national interests [2][3] - Business leaders in Hong Kong and Macau have intertwined their personal aspirations with the nation's destiny, showcasing a commitment to national development despite external challenges [2][3][4] Group 2: Economic Development and Challenges - The economic fates of Hong Kong and Macau are closely linked to the mainland, and local entrepreneurs have played a significant role in overcoming difficulties and contributing to national growth [3][4] - The need for businesses to adapt and thrive in a changing global landscape is highlighted, with a call for the business community to embrace opportunities and challenges [5][6] Group 3: Future Directions and Strategies - Xia Baolong outlines four key hopes for the business community: to foster a spirit of struggle and unity, to maintain confidence in development, to leverage advantages for global engagement, and to effectively communicate the stories of Hong Kong and Macau [5][6] - Emphasis is placed on the importance of diversifying Macau's economy and integrating with the Greater Bay Area, particularly through projects like the Hengqin development [5][6]
中美经贸会谈避免了“对撞式”博弈
Xin Jing Bao· 2025-05-12 14:53
同样,中美联合声明文本也体现了中国没有在原则立场上退让半步。根据声明,美方共取消了共计91% 的加征关税,中方相应取消了91%的反制关税;美方暂停实施24%的"对等关税",中方也相应暂停实施 24%的反制关税。 可见,谈判不可能在美方无端加征关税的基础上进行,敦促美方纠正错误,这正是中国在对美谈判中设 定的前提。 此外,中美经贸磋商机制的建立,也为减少美方在后续经贸谈判的多变性 、反复性建立了一种宽约束 机制,有助于增强中美基本互信。 事实证明,尽管中美在多领域多层次都有竞争,但仍可以做到相互尊重、互利合作。中美联合声明的发 布,就是中美相向而行迈出的重要一步。 据新华社报道,5月12日,中美发布了日内瓦经贸会谈联合声明。 声明表示,中美双方承诺将于2025年5月14日前采取举措:美方暂停对中国商品(含港澳)原加征的 24%关税(为期90天),保留10%关税;同时取消第14259号、14266号行政令的额外关税。中方相应调 整对美商品加征的24%关税(暂停90天),保留10%关税,并取消第5号、6号税委会公告的加征措施。 声明还表示,双方将建立机制,继续就经贸关系进行协商。协商可在中国、美国,或双方商定的第三 ...
金砖出事了?只有一国反对,俄罗斯当年的决定,当真后患无穷
Sou Hu Cai Jing· 2025-05-12 13:15
Group 1 - The BRICS foreign ministers meeting in Rio de Janeiro concluded with a consensus against global "tariff wars" and trade protectionism, emphasizing the importance of WTO reform to resolve trade disputes [1][3] - The Brazilian Foreign Minister Vieira stated that the ministers expressed serious concerns over unilateral protectionist actions that violate WTO rules, including the misuse of reciprocal tariffs [1][3] - The meeting's chairman's statement did not directly name the United States, but it was clear to attendees that the comments were aimed at the U.S. actions during the Trump administration [3] Group 2 - India was the only member to oppose the joint statement at the meeting, aligning itself with U.S. positions and hindering the condemnation of U.S. hegemonic actions [3][5] - India's recent trade negotiations with the U.S. included a "zero-for-zero" tariff proposal for specific goods, but concerns were raised regarding India's quality control measures as non-tariff trade barriers [5] - The absence of Saudi Arabia's foreign minister at the meeting highlighted its focus on regional issues rather than aligning with the anti-U.S. sentiment expressed by other BRICS members [5][7] Group 3 - The internal coordination within BRICS is challenged by India's fluctuating stance, which complicates the group's ability to present a united front against U.S. unilateralism [7] - China's foreign minister's pointed questions during the meeting underscored the urgency for BRICS to avoid strategic ambiguity and to counteract U.S. attempts to reshape global economic rules [7] - The BRICS organization serves as a platform for economic cooperation, with many countries seeking to partner with China for economic growth, indicating a potential shift in alliances due to U.S. trade policies [7]
万斯改口,欧美要重修旧好?中方发出的邀请,让特朗普顿感不妙!
Sou Hu Cai Jing· 2025-05-12 08:18
据新华社北京5月6日报道,2025年5月6日是中国和欧盟建交50周年纪念日。外交部发言人林剑6日表示,今年中欧之间有很多重要议程。中方欢迎欧洲理事 会主席科斯塔、欧盟委员会主席冯德莱恩适时联袂来华举行新一次中欧领导人会晤,双方还将举行战略、经贸、绿色、数字等高层对话。林剑表示,1975年 5月,时任国务院总理周恩来同来访的欧洲经济共同体委员会副主席索姆斯爵士举行会见,宣布中欧建交的决定,这是当时国际关系中的一件大事。 万斯(资料图) 很显然中欧之间的关系在最近一段时间突飞猛进,双方加强了合作,取消了以前的一些交往限制。中欧关系为什么会发展如此迅速?这其实还要感谢特朗普 带来的助攻。今年特朗普对全世界掀起了所谓的"关税战",欧洲这些美国的传统盟友也没有幸免,反而是被特朗普重点招呼,不但要加关税还要加保护费。 在这种背景之下,欧洲能够怎么办?束手就擒,坐以待毙吗?显然不是,但他们需要同行者。而放眼全世界,能够顶住美国关税压力,能够弥补丢失的美国 市场的地方,就只有一中国。 中国和欧盟都是美国单边主义的受害者,这一点并不是现在才出现的,在过去几年里表现得非常明显,特朗普的第一个任期,以及拜登的任期,都对欧洲进 行了 ...