日本首相石破茂：日本不能为了达成贸易协议而牺牲国家利益。 ...

日本首相石破茂：日本与美国一直在努力寻求贸易协议的突破，直至最后一刻。 ...

2、英国首相基尔·斯塔默和特朗普同意实施一项贸易协议，该协议将削减美国对英国主要出口产品的关 税，并提高英国对某些美国农产品的配额。 1、美国总统特朗普宣布，由于中东局势，他将提前离场，因此不会出席周二（6月17日）的会议。白宫 新闻秘书卡罗琳·莱维特表示，他"必须处理许多重要事务"。对此，澎湃文章称，特朗普提前离席，峰 会"热闹难掩分裂"。 ...

在周二（6月17日）欧洲早盘的外汇市场舞台上，美元/加元（USD/CAD）于1.3575附近徘徊，未脱离周一震荡区间。市场对美联储周三政策会议形成 一致预期，认为利率将维持在4.25%-4.50%区间。美联储官员多次强调，在通胀走势与新一轮经济政策效果未明时，货币政策不宜变动。当前，美元 指数（DXY）在98.15水平附近波动，投资者在政策公布前保持谨慎态度。 加拿大经济本迎来利好消息，市场调查显示加拿大总理马克·卡尼与美国总统特朗普达成30天内签订新贸易协议的共识，这对依赖出口的加拿大经济 理论上是重大提振。然而，加元在主要货币中的表现却不尽人意，依旧处于弱势地位。货币强弱对比中，加元兑澳元下跌0.24%，在与多数主要货币 的较量中都处于下风，这反映出市场对加元中短期前景存在疑虑，全球贸易的不确定性始终影响着投资者的信心。市场分析师指出，贸易谈判实质 性进展能为加元带来更多支撑，但短期内仍需技术面信号确认。 从美元兑加元（USD/CAD）日线图观察，该货币对下行趋势明显，价格位于各主要均线下方，空头力量占据优势。近期汇价在1.3575附近震荡，接 近八个月低点1.3540。一旦该支撑位被有效跌破，汇价可能继 ...

Group 1 - The core agreement between UK Prime Minister Starmer and US President Trump focuses on trade facilitation measures for automotive, agricultural, and aerospace products, marking a significant milestone in their trade relations [3] - The agreement includes a reduction of US tariffs on key UK exports and an increase in UK import quotas for US agricultural products, although steel tariffs, a key UK demand, were not immediately addressed [3] - This trade agreement is the first formal deal reached since Trump announced tariffs on multiple countries, indicating a potential shift in trade dynamics [3] Group 2 - The technical analysis of London silver indicates a bullish trend, with the price creating higher highs and higher lows since early June, despite some market hesitation reflected in the candlestick patterns [4] - Key support levels are identified at $36.00 and $35.50, with a bearish reaction potentially challenging the bullish trend and revisiting the low of $34.20 from June 4 [4] - The target for the bullish trend is set at the $37.00 region, which corresponds to a significant Fibonacci retracement level, with further targets at $39.10 based on Fibonacci extension [4]

商 品 研 究 2025 年 6 月 17 日 黄金：地缘冲突缓和 白银：高位回落 | 王蓉 | 投资咨询从业资格号：Z0002529 | wangrong013179@gtjas.com | | --- | --- | --- | | 刘雨萱 | 投资咨询从业资格号：Z0020476 | liuyuxuan023982@gtjas.com | 【基本面跟踪】 贵金属基本面数据 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪金2508 | 792.30 | -0.26% | 785.78 | -1.37% | | | 黄金T+D | 787.93 | -0.37% | 783.63 | -1.16% | | | Comex黄金2508 | 3404.30 | -1.40% | - | | | | 伦敦金现货 | #N/A | #N/A | - | - | | | 沪银2508 | 8858 | 0.76% | 8817.00 | -0.08% | | 价 格 | 白银T+D | 8835 | 0. ...

Group 1 - Israeli Prime Minister Netanyahu stated that the Israeli Air Force has gained control over the airspace of Tehran, which he claims "changes the entire battle" [2] - The Iranian Revolutionary Guard Corps has prepared for a long-term comprehensive war with Israel, as stated by a senior advisor [2] - Iran launched a new round of missile and drone strikes against Israel, which is expected to continue until dawn on the 17th [2] Group 2 - The U.S. Senate Republicans have proposed a tax bill that would make three corporate tax cuts permanent and raise the U.S. debt ceiling by $5 trillion [3] - President Trump announced that he has signed a document completing a trade agreement with the UK and indicated potential trade agreements with Canada in the coming weeks [4] - The European Central Bank's Vice President stated that the risk of inflation falling below the ECB's 2% target has been controlled, with wage growth aligning with the ECB's goals [4] Group 3 - OPEC's monthly report maintained the global oil demand growth forecast for 2025 at 1.3 million barrels per day and for 2026 at 1.28 million barrels per day [5] - The average daily oil production of OPEC+ in May was 41.23 million barrels, an increase of 180,000 barrels from April [5] - Concerns over energy export flows from the Middle East have arisen as some shipping companies have suspended services in the region due to escalating risks from the Israel-Iran conflict [5]

此外，双方承诺通过建立某些航空航天产品的免关税双边贸易，来强化航空航天和飞机制造的供应链。 美国废除了此前三项行政命令中对英国航空航天业征收的关税。 （本文来源：央视 新闻） 当地时间6月16日，美国白宫发表声明表示，美国总统特朗普与英国首相斯塔默共同宣布了贸易协议的 一般条款。 据悉，在一般条款中，美国计划为英国汽车进口设定每年10万辆的配额，征收关税税率为10%。英国承 诺，努力满足美国对输美钢铝产品供应链安全以及相关生产设施所有权性质的要求。在英国满足这些要 求的前提下，美国计划迅速对英国生产的钢铝制品以及某些衍生钢铝制品设定"最惠国"税率配额。 ...

Domestic News - In May, the total retail sales of consumer goods increased by 6.4% year-on-year, while the industrial added value above designated size grew by 5.8% year-on-year. The urban surveyed unemployment rate stood at 5.0% [1] International News - The U.S. and the U.K. signed a trade agreement, with Lutnik deciding on the exemption quotas for steel and aluminum tariffs. The EU is reportedly prepared to conditionally accept a 10% uniform tariff from the U.S., although this is described as speculative [2] - The U.S. "Nimitz" aircraft carrier is heading to the Middle East amid ongoing military conflicts between Israel and Iran. Reports indicate that Iran is seeking talks with the U.S. and Israel to end hostilities [2] - The OPEC monthly report maintains the global oil demand growth forecast at 1.3 million barrels per day for 2025 [3]

Group 1 - The core agreement between the US and UK aims to enhance market access for US products, particularly in agriculture, and reduce non-tariff barriers that affect US manufacturing and national security [4][5] - The agreement includes a tariff quota system for UK automobiles, with a 10% tariff on the first 100,000 vehicles exported to the US, while exceeding this quota will incur a 25% tariff [3][5] - The UK will eliminate tariffs on US steel and aluminum products, and reduce tariffs on US agricultural products, including ethanol, to zero within certain quotas [3][4] Group 2 - The agreement is expected to create significant job opportunities and revenue for both countries, as stated by President Trump and Prime Minister Starmer [1][4] - The aviation sector will see the removal of tariffs on UK products that comply with WTO regulations, enhancing trade in aerospace [5][6] - Future quota plans for UK steel and aluminum will be negotiated based on US national interests and the execution of the agreement by the UK [6]