北京时间周五(6月20日)亚盘时段，美元指数交投98.58附近，现货白银今日开盘于36.41美元/盎司，目前 交投于36.45美元/盎司附近，白银t+d交投于8784元/千克附近，沪银主力交投于8776元/千克附近。市场 本周的关注焦点将集中在周五公布的费城联储制造业指数和美国大型企业联合会领先指数。随后，德国 生产者价格指数、欧元区消费者信心初值以及ECOFIN会议将陆续发布。市场将关注GfK消费者信心指 数、零售销售和公共部门净借款数据。日本通胀数据和日本央行会议纪要也将成为市场关注的重要指 标。 上周四(6月19日)美元指数收跌0.11%，收报98.77，现货白银收报36.44美元/盎司，下跌0.76%，在现货 白银下跌之际，其他贵金属涨跌不一：现货黄金上涨0.05%，报3370.21美元/盎司，现货铂金收跌 3.14%，报1280.76美元/盎司；现货钯金收涨0.45%，至1051.96元/盎司。 【要闻速递】 泽连斯基明确表示，已准备好进行最高级别会晤，并且愿意与普京会面。这一表态为地区局势的缓和带 来了一丝曙光，国际社会普遍关注双方能否借此机会开启对话，推动地区冲突的解决。 欧盟与美国贸易协议进展 ...

Group 1 - U.S. financial markets are closed on Thursday, with U.S. stock futures and European stocks declining, as Nasdaq 100 futures fell over 1% [1] - The Chinese Ministry of Commerce is accelerating the review of export license applications related to rare earths in accordance with laws and regulations [1] - The Chinese National Narcotics Control Office has decided to regulate N-ethylpentylone and 12 new psychoactive substances [1] Group 2 - The White House spokesperson stated that Trump will decide within two weeks whether to strike Iran [1] - Trump has repeatedly called for the Federal Reserve to cut interest rates by 2.5 percentage points and criticized Powell as foolish [1] - The EU is pushing for a "UK-style" trade agreement with the U.S., increasingly accepting a 10% tariff level as a baseline for trade agreements [1] Group 3 - Canada is considering raising countermeasures against U.S. steel and aluminum tariffs to protect domestic industries [1] - The Bank of England maintained its current policy but signaled a dovish stance, with the number of officials supporting rate cuts exceeding expectations, raising the likelihood of two 25 basis point cuts this year [1] - Japan is adjusting its bond issuance plan, significantly reducing the issuance of super long-term bonds by over 10% and increasing the issuance of short-term bonds [1] Group 4 - A reminder that China's June LPR will be announced on Friday [1]

Domestic News - The three departments held a video conference to strengthen the safety management of new energy vehicles, emphasizing the need to avoid "involution-style" competition and ensuring quality standards are met [1] International News - The Bank of England maintained its policy interest rate at 4.25%, aligning with market expectations, while internal voting showed increasing divisions. Traders have raised bets on a 50 basis point rate cut by the end of the year [3] - The EU is pushing for a trade agreement with the US similar to the UK's, with European officials reportedly more willing to accept a 10% reciprocal tariff benchmark [3] - Iran's Foreign Ministry confirmed upcoming talks in Geneva with France, the UK, Germany, and the EU's foreign affairs chief [3] - The Israeli Defense Forces reported the discovery of Iran launching ballistic missiles, with over 10 missiles fired in the latest round of attacks [3]

英媒：欧盟正推动与美国达成一项英国式贸易协议 金十数据6月19日讯，据英国金融时报报道，欧盟正在推动与美国达成一项英国式的贸易协议，该协议 将在下个月的最后期限之后保留部分关税，并进一步推迟对美国的报复措施。德国总理默茨的顾问 Michael Claus周四在柏林的一个活动上表示，他预计欧盟和美国不会在7月9日之前达成全面协议，而 是"一份声明，有点像美英（协议）的模式"。Claus在谈及欧盟委员会时说："首先，他们想看看在所谓 的10%的对等关税上是否有达成共识的余地……然后再转向其他关税，即针对特定行业的关税。"了解 此事的外交官和官员表示，在布鲁塞尔举行的有关如果特朗普不取消针对欧盟国家的所有措施就征收报 复性关税的早期谈判已经减弱，因为欧盟各国政府担心产生的经济后果，以及欧洲内部在采取反制措施 方面存在分歧的风险。在这种情况下，以法国为首的一些国家希望"以牙回牙"，但包括意大利和匈牙利 在内的其他国家希望继续谈判。 ...

据英国金融时报：欧盟正在推动与美国达成英国式的贸易协议，该协议将在下个月的最后期限之后保留 部分关税，进一步推迟对美国的报复性关税措施。 ...

美国总统特朗普：正与印度和巴基斯坦就贸易协议进行磋商。 ...

Core Viewpoint - The Federal Open Market Committee members acknowledge a reduction in uncertainty since May, but emphasize that significant uncertainty remains regarding the economic outlook [1] Summary by Relevant Sections - **Economic Outlook** - In the June statement, the language was adjusted from indicating an increase in uncertainty to recognizing a decrease, although it still remains high [1] - **Trade Agreements** - The adjustment in the statement may reflect a broader sentiment that the Trump administration is seeking trade agreements [1] - **Inflation Data** - Several months of inflation data indicate relatively low price increases throughout the spring [1]

加拿大央行行长麦克勒姆：在达成贸易协议之前，通胀将受到美国关税和加拿大反制关税的双重影响。 ...

Core Points - The U.S. and the U.K. have signed a trade agreement that includes a quota of 100,000 vehicles per year for U.K. car imports with a 10% tariff [1][2] - The agreement aims to enhance bilateral trade in aerospace products and includes the removal of tariffs on U.K. aerospace products [2][4] - The U.K. has made significant concessions, including allowing increased imports of U.S. beef and grains, which may not be acceptable to other countries [3][4] Group 1: Trade Agreement Details - The trade agreement includes a 10% tariff on U.K. car imports with a quota of 100,000 vehicles annually [1][2] - The U.S. will establish "most favored nation" tariff rate quotas for U.K. steel and aluminum products, contingent on U.K. compliance with U.S. supply chain security requirements [4] - The agreement also aims to facilitate tariff-free trade in certain aerospace products, enhancing the supply chain for aircraft manufacturing [2][4] Group 2: U.K. Concessions and Motivations - The U.K. has agreed to increase imports of U.S. agricultural products, including beef and grains, which contradicts its previous strict agricultural standards [3] - The U.K.'s willingness to accept a 10% baseline tariff on steel and aluminum, despite previously lower average tariffs, indicates a significant compromise [3] - The U.K. seeks to strengthen its traditional alliance with the U.S. post-Brexit, despite the economic imbalance in negotiating power [3][4] Group 3: Broader Implications and Comparisons - The trade agreement serves as a potential template for other countries, although the U.K.'s concessions may not be replicable by larger economies like the EU [6][7] - Ongoing trade negotiations between the U.S. and other countries, such as Japan and the EU, are progressing slowly, with significant issues remaining unresolved [6][7] - Analysts warn that the U.S.-U.K. agreement may encourage further protectionist measures from the U.S. in future trade negotiations with other nations [7]

Group 1 - The core event involved a mishap where President Trump dropped documents during a press interview at the G7 summit, prompting UK Prime Minister Sunak to assist in picking them up to avoid security issues [1][3] - Sunak emphasized the strict security protocols surrounding the President, indicating limited options in such situations, which necessitated his action to prevent others from approaching [3] - The meeting resulted in an agreement between the US and UK to implement a trade deal aimed at reducing tariffs on key exports and increasing import quotas for certain US agricultural products, although the US did not immediately reduce steel tariffs, a key demand from the UK [1][2]