Core Viewpoint - Delta Air Lines (DAL.N) CEO anticipates improvement in consumer and business confidence in the second quarter due to ongoing trade negotiations [1] Group 1 - The CEO's statement reflects optimism regarding the economic outlook as trade talks progress [1]

智通财经APP获悉，瑞穗发布研报，对日本央行最新的短观调查(于5月28日至6月30日进行)进行点评。 调查结果表明，尽管美国总统特朗普加征关税，但日本企业信心整体保持韧性，投资计划符合季节性趋 势。 日本央行行长植田和男在最近的讲话中特别提到，企业资本投资计划将是关注的焦点。日本央行已经暗 示，下一次加息的时机将取决于其评估关税政策对实体经济影响的能力。瑞穗认为，尽管这一立场不太 可能受到当前数据的影响，但这些数据至少可能为植田和男及其团队带来一定程度的信心。 就业方面，劳动力短缺依然严重。就业状况指标仍处于负值，为-35，仅比3月份上升2个点。劳动力市 场的紧张很可能继续给工资带来结构性上行压力。 企业价格预期方面，目前企业预期未来一年的总体价格将上涨2.4%，未来三年将上涨2.4%，未来五年 将上涨2.3%，均与3月份的调查结果相比变化不大。与此同时，企业预计未来一年的产出价格将上涨 2.9%，未来三年将上涨4.3%，未来五年将上涨5.1%，均与3月份的调查结果相比变化不大。这一迹象表 明，特朗普的关税尚未使日本企业在定价立场上变得更加保守，这可能有助于日本央行缓解对价格潜在 下行风险的担忧。 具体而言， ...

Group 1 - The core viewpoint of the article indicates that New Zealand businesses are showing increased confidence in June, as global tariff tensions ease [1] - 46.3% of surveyed businesses expect overall economic improvement in the next year, up from 36.6% in May [1] - 40.9% of respondents anticipate growth for their own companies in the coming year, a significant increase from 34.8% in May [1]

Group 1 - The core viewpoint of the articles indicates that while there is a slight recovery in business confidence in South Korea, the overall economic sentiment remains pessimistic, with the Business Survey Index (BSI) consistently below 100 for 39 months [1][3][7] - In June, the BSI for South Korea's top 600 companies rose to 94.7, an increase of 9.7 from May, but still reflects a dominant pessimistic sentiment as it remains below the neutral mark of 100 [3] - The manufacturing sector showed a significant rebound in the BSI, reaching 96, driven mainly by the electronics and telecommunications industries, while the non-manufacturing sector's BSI was only 93.5, indicating ongoing weakness [5][7] Group 2 - The report highlights the vulnerability of the South Korean economy amid global uncertainties, with persistent low domestic demand and trade risks being key factors affecting business confidence [7] - To achieve a comprehensive economic recovery, South Korea needs to address trade risks in the short term and implement effective measures to boost domestic demand, providing a more stable foundation for business confidence [7] - Analysts suggest that sustained economic recovery will depend on more proactive fiscal and monetary policies, including increased public investment and interest rate reductions [5]