美国圣路易斯联邦储备银行行长阿尔韦托·穆萨莱姆日前接受英国《金融时报》采访时说，美国总统唐 纳德·特朗普的关税政策可能导致美国通货膨胀率持续居高。他警告说，直到今年夏天结束，美国政策 制定者都将面临经济不确定性。穆萨莱姆说，假如美国贸易和财政政策的不确定性能在"7月消散"，美 联储才可能筹备9月降息。（央视新闻） ...

【新华社微特稿】美国圣路易斯联邦储备银行行长阿尔韦托·穆萨莱姆日前接受英国《金融时报》采访 时说，美国总统唐纳德·特朗普的关税政策可能导致美国通货膨胀率持续居高。他警告说，直到今年夏 天结束，美国政策制定者都将面临经济不确定性。 《金融时报》6日刊登了上述采访。穆萨莱姆表示，特朗普关税政策可能在"一到两个季度内"推高美国 通胀率，"同样可能发生的一种情况是关税对价格的影响将持续更长时间"。 路透社指出，特朗普政府抬高关税的举措及推出2.4万亿美元联邦预算法案已经造成市场震荡，也促使 美国联邦储备委员会自去年降息后至今按兵不动、保持观望态度。 美联储系统职能相当于美国央行，主要决策机构包括位于首都华盛顿的联邦储备委员会和分管不同联邦 储备区的12家联邦储备银行，包括设于密苏里州的圣路易斯联邦储备银行。穆萨莱姆去年4月2日起担任 该行行长兼首席执行官，此前曾在纽约联邦储备银行任高管。 穆萨莱姆说，假如美国贸易和财政政策的不确定性能在"7月消散"，美联储才可能筹备9月降息。 美联储定于6月中旬召开货币政策会议，预期将发布对美国经济的最新预测数据，但依据其近期表态， 基准利率将保持不变。特朗普1月就任总统以来，已多次 ...

欧洲央行6月5日表示，目前通货膨胀率约为理事会2%的中期目标。欧洲央行预计2025年的通胀率为 2.0%，2026年为1.6%，2027年为2.0%。 ...

欧洲央行称， 通货膨胀率目前处于管理委员会2%的中期目标附近。 ...

Core Viewpoint - Deutsche Bank maintains its expectation for the European Central Bank's terminal interest rate at 1.50%, indicating that the end of the easing cycle may occur sooner than previously anticipated [1] Economic Outlook - Deutsche Bank has raised its GDP growth forecast for the Eurozone in 2025 from 0.5% to 0.8%, citing the resilience of the Eurozone economy despite the impact of US tariffs [1] - The bank expects inflation in 2025 to remain below the ECB's target of 2%, suggesting there is still room for further rate cuts, although the expectation for a terminal rate of 1.50% is weakening [1] Future Projections - Looking ahead, Deutsche Bank predicts that 2026 will be a turning point, with expectations that the ECB will begin raising interest rates again by the end of 2026, increasing the policy rate to 1.75% [1]

俄罗斯经济部最新数据显示，截至6月2日，俄罗斯年度通货膨胀率为9.66%，较一周前的9.78%有所下 降。 ...

智通财经6月5日电，据俄罗斯经济部，截至6月2日，俄罗斯年度通货膨胀率为9.66%，而一周前为 9.78%。 ...

津巴布韦统计局表示，按本币计算，津巴布韦年同比通货膨胀率可能达92.1%。 ...

智通财经5月26日电，以色列央行表示，过去12个月的通货膨胀率上升至3.6%，高于1%-3%目标区间的 上限。 ...

Core Viewpoint - The article discusses the valuation of global stock indices, U.S. Treasury indices, and the limited availability of investment options in mainland China for overseas markets, while highlighting the potential for investment through various funds available abroad [1][4]. Group 1: Global Stock Market Overview - The global stock market has seen a decline, with the overall index rating dropping to 3.6 stars, and the U.S. stock market index falling by 2.5% this week [5][26]. - Hong Kong stocks have outperformed globally, with the Hang Seng Index rising by 1% and the Hong Kong Dividend Index increasing by over 2% [7][8][9]. - The Hong Kong dividend stocks have shown a strong performance, continuing to rise for six consecutive weeks since early April [10]. Group 2: Dividend Yield and Tax Implications - The default dividend yield for Hong Kong dividend stocks is relatively high, reaching 6-7% in some cases, but investors face a 20% withholding tax on H-shares and 28% on red-chip stocks when investing through the Stock Connect [14][15]. - The article notes that the dividend yields presented in the valuation table have already accounted for these withholding taxes [17]. Group 3: Impact of Tariffs on U.S. Markets - Recent fluctuations in the U.S. stock market are attributed to tariff announcements by former President Trump, which may lead to increased inflation and affect the Federal Reserve's interest rate decisions [18][23]. - The article suggests that higher tariffs are primarily a negotiation tool rather than a fundamental objective, indicating that there is no need for excessive concern [25]. Group 4: Investment Opportunities - There are currently no global stock index funds available in mainland China, but there are substantial global stock index funds abroad, amounting to over a trillion dollars [28]. - The company has introduced a "Global Index Advisory Portfolio" that diversifies investments across U.S., UK, Hong Kong, and A-shares to track the global stock market [29]. Group 5: Book Promotion - The article promotes the newly released sixth edition of "The Long-Term Investment Guide," which has gained significant popularity, ranking first in sales on major platforms [31][32]. - The book provides updated data and insights on various asset classes, emphasizing that stocks are the best long-term investment for wealth accumulation [34][35].