Group 1 - The GBP/USD exchange rate stabilized above 1.3300, with the latest rate at 1.3308, reflecting a slight increase of 0.01% as the market digests the recent economic data [1] - The UK economy grew by 0.7% in Q1, significantly surpassing the expected 0.6% and the previous quarter's growth of 0.1%, indicating stronger economic performance [1] - The market's expectations for a rate cut by the Bank of England have decreased, with projections for a cut in 2025 dropping from 70 basis points to 44 basis points following the recent economic data [1] Group 2 - Hawkish comments from Bank of England officials have influenced market expectations, with a key speech from committee member Swati Dhingra anticipated [2] - The GBP/USD exchange rate remains trapped in a narrow range around 1.3300, with buying pressure preventing a drop below the 50-day EMA at approximately 1.3110 [2] - UK Chancellor Rachel Reeves emphasized the significance of trade agreements with the US and India despite facing economic headwinds [1]

新能源及有色金属日报 | 2025-05-16 月差并未明显走阔 铜价亦维持震荡格局 市场要闻与重要数据 期货行情： 2025-05-15，沪铜主力合约开于 78900元/吨，收于 77870元/吨，较前一交易日收盘-1.36%，昨日夜盘沪铜主力合 约开于 78,160元/吨，收于 78,490 元/吨，较昨日午后收盘上涨0.13%。 现货情况： 据 SMM 讯， 昨日早盘持货商均对沪期铜2606合约报价，平水铜升水430-460元/吨，好铜升水470-500元/吨。随后 成交价格走跌，铁峰、中条山pc、豫光等成交落至升水380-410元/吨，贵溪升水470元/吨附近，湿法成交在升水350 元/吨左右，非注册坚挺升水300元/吨。 盘面较昨日走跌，月差并未明显走扩。昨日上期所铜期货仓单增加2w多吨 至5W吨以上，预计今日现货升水将在昨日基础上下行。 重要资讯汇总： 宏观与地缘方面，、美联储主席鲍威尔称，美联储正在调整其总体政策制定框架，零利率已不再是一个基本情况， 需要重新考虑就业不足和平均通胀率的措辞，预计4月PCE降至2.2%。国内方面，国办印发《关于持续推进城市更 新行动的意见》，推进城镇老旧小区整治改 ...

并没有看到美国关税对一季度GDP增速造成了特别冲击。 日本首席贸易谈判代表、经济再生大臣赤泽亮正：目标是尽可能快地与美国达成贸易协议。 敦促美国重新考虑关税的立场没有变化。 ...

Group 1 - India has proposed to eliminate tariffs on U.S. goods as part of ongoing trade negotiations, with President Trump indicating that the Indian government is "basically willing" to reach an agreement with no tariffs [1] - Following Prime Minister Modi's visit to the White House in February, India is among the first countries to initiate trade talks with the U.S., aiming to finalize the first phase of a bilateral agreement by this fall [1] - India's trade minister is expected to meet with U.S. officials from May 17 to 20 for further negotiations, indicating ongoing discussions despite recent tensions [1] Group 2 - The U.S. trade deficit with India is approximately $47 billion, prompting President Trump to pressure the Indian government to address this imbalance [2] - India has taken steps to meet U.S. demands, including reforming its tariff system and reducing import duties on key American products like bourbon whiskey and Harley-Davidson motorcycles [2] - Recent proposals from India include zero tariffs on certain goods, such as auto parts and pharmaceuticals, under a reciprocal agreement [2] Group 3 - President Trump has advised Apple CEO Tim Cook against expanding production in India, suggesting that India can be self-sufficient and that Apple should increase its manufacturing in the U.S. instead [3]

美国财政部长贝森特本周表示，瑞士和英国已在与美国达成贸易协议的队列中跃升至前列，并警告欧盟 称其进展"慢得多"。然而，欧盟表示不会过度担心。 高级欧盟官员表示，欧盟因其经济体量庞大，自信认为作为世界前三大经济体之一，该联盟不会被摆 布，并希望与华盛顿达成比英国贸易协议更好的协议， 然而，时间紧迫。欧盟希望避免7月"对等"关税翻倍，并避免跨大西洋贸易战的全面爆发，这关乎着1.7 万亿美元的贸易关系。 欧盟贸易主管马罗斯·谢夫乔维奇（Maros Sefcovic）上周表示："我们不觉得软弱。我们不觉得有不当压 力要接受一个对我们不公平的协议。" 谢夫乔维奇发表上述言论是在贝森特于日内瓦发表评论之前，当时中美已就贸易方面达成重要共识，全 球贸易战踩下刹车。尽管如此，欧盟的立场并未改变。 波兰经济部副部长巴拉诺夫斯基周四最新表示，欧盟和美国之间的谈判正在加快，但欧盟更希望达成一 个好的协议，而不是快速达成一个贸易协议。 特朗普征收了一系列影响欧洲汽车、钢铁和铝制造商的行业关税，但后来后又将关税降至10%，为期90 天，以便进行谈判。如果在90天暂停期内谈判失败，还将附加"对等"关税，对欧盟而言合计为20%。 她的评论 ...

市场消息：韩国通商交涉本部长郑仁教呼吁墨西哥大使全力促成与美国的贸易协议，因为许多韩国企业 在该国运营。 ...

◆ 铜： 截至 5 月 14 日收盘，沪铜主力 06 合约上涨 1.36%至 78940 元/吨。中 美在经贸领域达成相关贸易协议，全球贸易紧张局势进一步缓解。美通 胀数据低于市场预期，美元走软，隔夜有色金属普涨，铜价小幅上行。 现货市场，日内铜价重心下移，BACK 结构月差有所扩张，下游企业入 市接货情绪难有提振同时由于交割换月临近，持货商大贴水出货情绪有 限。全球贸易紧张局势进一步缓解，铜价回归基本面逻辑。目前铜精矿 TC 继续下移，冶炼产出后续存在下滑趋势，不过冶炼端的原料压力虽然 较大，但近期实际对产出的影响相对较小消费表现依然稳中有进，但高 月差抑制了近期消费表现。低库存背景下，铜价或继续维持高位偏强震 荡。技术上看，沪铜短期维持偏强震荡。 ◆ 铝： 截至 5 月 14 日收盘，沪铝主力 06 合约上涨 1.4%至 20275 元/吨。氧 化铝运行产能周度环比减少 55 万吨至 8675 万吨，全国氧化铝库存较节 前减少 13.5 万吨至 328.8 万吨。氧化铝企业检修减产和主动压产仍在 继续，市场处于投产、复产、减产交织状态。有媒体报道北方某大型氧 化铝企业氧化铝产能或存在违规建设，带动市场情绪 ...

Group 1 - The U.S. government is reportedly not seeking a weaker dollar as part of trade negotiations, despite ongoing concerns about currency policies [1][4] - Treasury Secretary Mnuchin has been actively communicating that the U.S. remains a "preferred destination" for global capital, aiming to dispel fears of a deliberate weak dollar policy [4][5] - The dollar index has declined nearly 8% this year, reflecting market apprehension regarding the U.S. administration's economic objectives [5] Group 2 - Significant fluctuations in Asian currencies, such as the South Korean won and Japanese yen, indicate heightened market anxiety over U.S. monetary policy [8] - Market participants are observing the situation closely, suggesting that the atmosphere indicates an implicit weakening of the dollar, regardless of official statements [8] - The volatility in currency markets may become a new norm as the Trump administration continues its global trade agenda, particularly affecting countries on the Treasury's monitoring list [8]

消息人士：美国并不寻求在贸易协议中压低美元汇率。 ...

智通财经5月15日电，消息人士称，美国不会在贸易协议中寻求美元贬值。 ...