消息人士：美国财政部预计本周在加拿大举行的G7财长会议上不会宣布任何贸易协议。 跟踪全球贸易动向 +订阅 ...

美国财政部预计本周在加拿大举行的G7财长会议上不会宣布任何贸易协议。 ...

Group 1 - China's response to Trump's tariff policy has set an example for the world, showcasing a firm counteraction and successful negotiation leading to a favorable trade agreement [1] - Countries negotiating with the US, especially allies, are adopting a tougher stance, with Japan's Prime Minister emphasizing that Japan will not compromise its interests due to time constraints in trade talks [3] - The EU has shifted to a more assertive position, aiming for a better trade agreement than the UK and threatening retaliation against US tariffs [5] Group 2 - Currently, most countries, except the UK, are not in a hurry to reach a trade agreement with the US, preferring to prolong negotiations rather than make significant concessions [7] - The US Treasury Secretary has warned that countries not engaging sincerely in negotiations will face increased tariffs, indicating a potential escalation in trade tensions [7] - China stands out among countries facing US tariffs due to its significant role in global supply chains, suggesting that prolonged tariffs could harm US consumers more than China [9] - The relationship between the US and its allies is visibly strained due to Trump's tariff policies, with countries like the EU, Japan, and South Korea beginning to push back against US pressure [11]

美国国家经济委员会主任哈塞特：有15个国家接近达成贸易协议。 ...

美国国家经济委员会主任哈塞特：如果本周有更多贸易协议，我不会感到惊讶。 ...

Group 1 - Morgan Stanley strategist Michael Wilson suggests investors should buy during the stock market pullback triggered by Moody's downgrade of the US sovereign credit rating, as the US-China trade truce has reduced recession probabilities [1] - Following Moody's downgrade of the US credit rating from AAA to AA1, the 10-year Treasury yield surpassed the critical 4.5% level, increasing the likelihood of a market pullback [1] - The S&P 500 index futures fell by 1.2% on Monday due to the impact of the US debt rating downgrade, with Moody's citing the expanding budget deficit as the reason for the downgrade [1] Group 2 - Moody's is the last major rating agency to issue such a downgrade for the US, following Fitch Ratings and S&P Global Ratings, which withdrew the highest rating in 2023 and 2011 respectively [3] - The US benchmark stock index has underperformed compared to international peers this year, recovering only recently due to a temporary trade agreement with China [3] - Wilson notes that a positive sign is that the uncertainty around tariffs did not significantly impact corporate earnings during the earnings season, and recent upward revisions in earnings forecasts indicate potential further stock market gains [3]

本轮调价后，全国大多数地区车柴价格将降至6.6元-6.8元/升，92号汽油零售价降至7元-7.1元/升。 本轮油价下调意味着今晚过后私家车主用油成本将大幅降低。隆众资讯测算，以油箱容量50升的普通私 家车计算，本轮调价后，车主们加满一箱油将少花9元左右；市区百公里耗油7-8升的车型平均每行驶一 百公里，燃油费用减少1.3元左右；而对满载50吨的大型物流运输车辆而言，平均每行驶一百公里，燃 油费用减少7.6元左右。 本轮计价周期内，国际油价先跌后涨，最终收跌。综合卓创资讯与隆众资讯的观点，本轮计价周期前 期，石油输出国组织OPEC+（欧佩克+）意外大幅增产导致市场情绪偏悲观，原油价格下跌；后来随着 中美达成贸易协议，市场对贸易争端风险的担忧减弱，国际油价反弹上涨；但随后，美伊谈判释放积极 信号，叠加OPEC+延续增产的操作，导致国际油价最终收跌。 下一次调价窗口将在6月3日24时开启，机构表示，以当前国际原油价格水平计算，下一轮成品油调价将 呈现开局上调走势。 整体看，下一轮成品油调价下调概率较大。隆众资讯表示，虽然市场对后市需求前景的看法有所改善， 但美国与伊朗谈判出现重大进展，美伊局势可能出现缓和，且全球经 ...

卓创资讯的分析指出，本计价周期前期，市场担忧欧佩克+将提高产量且特朗普关税政策将打击全球经 济，原油价格延续前期跌势。但随着中美达成贸易协议且市场猜测欧佩克+未来存在增产暂停的可能 性，原油价格呈现偏强运行。不过美国原油库存增加以及油市面临的过剩预期抑制油价上涨步伐，原油 价格出现反复。 金联创成品油分析师王延婷表示，后期来看，新一轮变化率将转为正向区间运行，消息面或向好发展。 需求方面，国内局部地区夏收陆续开启，农业用柴油量增加，而随着国内气温升高，车用空调逐步启 用，对于汽油需求有一定提振。且端午小长假前，部分用户或提前备货，汽柴油需求均存向好预期。虽 然后期主营炼厂复工增加，带动全国炼厂开工率回升，汽柴油资源供应量将提升。但短期内，市场受消 息面以及需求面支撑较为明显，下游用户多提前备货，预计汽柴油价格或存一定上涨空间。 据悉，下轮调价窗口期为2025年6月3日。 21世纪经济报道记者费心懿 上海报道 国家发展改革委今日消息，根据近期国际市场油价变化情况，按照现行成品油价格形成机制，2025年5 月19日24时汽、柴油零售限价分别下调230元/吨、220元/吨，折升价92#汽油、95#汽油、0#柴油分别 ...

Group 1 - The core viewpoint of the articles highlights a significant increase in U.S. imports from China following tariff adjustments, with container bookings rising by 277% to 21,530 TEUs within a week [1] - The surge in orders has led to heightened activity among foreign trade companies, with many reporting increased inquiries from U.S. clients eager to resume shipments [1] - Political and economic pressures have compelled the U.S. to reconsider its tariff strategies, reflecting dissatisfaction among American blue-collar workers and businesses [3] Group 2 - The recent U.S.-UK trade agreement includes provisions to reduce tariffs on specific goods, which may influence future trade dynamics with China [5][6] - The UK government emphasizes the importance of maintaining beneficial economic relations with third countries, including China, despite the new trade agreement with the U.S. [6] - The UK Treasury's stance advocates for deeper trade and financial ties with China, indicating a strategic shift in the UK’s approach to international trade [8]

美中"突破性"贸易协议达成，协议大幅削减了双方的互征关税，并启动了一项为期90天的"冷静期"—— 高盛分析师Philip Sun表示，这一举措很可能引发美国港口进口激增。与左翼企业媒体炒作的"空港""空 货架"危言耸听的标题不同，即将到来的进口商抢跑潮揭示了这些说法不过是误导和虚假信息。 这项90天的关税暂停于上周三开始实施。这意味着特朗普总统此前对中国产品征收的145%关税将被削 减至30%，而中国方面也将其关税从125%降至10%。这一贸易谈判的突破是在美国财政部长Scott Bessent上周末在瑞士与中国贸易代表进行高风险会谈后达成的。 现在，美国进口商已获得一段明确的、进口成本大幅下降的三个月窗口期。高盛的Sun曾提出："想象一 下：在这90天的关税暂停期内，中国出口商和美国进口商将多么急切地下订单？" 他接着又问道："我们生活在一个高度不确定的世界里。谁知道90天后（甚至在此期间）会发生什么？ 像沃尔玛这样的企业是否应该尽可能多地囤积圣诞商品，也许不仅是为2025年准备，甚至是为2026 年？" 这些问题都很有见地。 Sun随后给出了自己问题的大胆预测："在接下来的90天里，中国的出口将异常火爆。 ...