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一周重磅日程:“大漂亮”法案逼近“7月4日”大限,中美PMI、美国非农、金砖国家峰会
华尔街见闻· 2025-06-29 06:11
Group 1: Key Economic Events - The "Big Beautiful" tax and spending bill is expected to be voted on by the U.S. Senate before July 4, with a recent update passing with a vote of 51 to 49 [3][4] - China's June PMI data is anticipated, with May's manufacturing PMI showing an increase to 49.5, indicating improved manufacturing sentiment [6] - The U.S. is set to release the June non-farm payroll report, with expectations of an increase of 116,000 jobs, down from 139,000 in the previous month [7][8] Group 2: Legislative Changes and Economic Policies - The updated "Big Beautiful" bill includes changes to state and local tax deductions, raising the cap from $10,000 to $40,000 for five years before reverting back, which has drawn mixed reactions [5] - Adjustments to Medicaid funding and stricter requirements for clean energy tax credits are also part of the bill, potentially impacting major renewable energy developers [5] - The bill aims to avoid an August default by raising the debt ceiling significantly, while also cutting funding for the Consumer Financial Protection Bureau [5] Group 3: International Cooperation and Forums - The BRICS summit is scheduled for July 6-7 in Rio de Janeiro, with Brazil taking over the presidency for 2025 [9][10] - The European Central Bank's central bank forum is taking place from June 30 to July 2, focusing on macroeconomic transformation and policy responses [11][12] Group 4: Oil Production and Market Dynamics - OPEC+ has decided to increase production by 411,000 barrels per day starting in July, with expectations for further increases in August [14][15] - There are concerns regarding OPEC+ unity, particularly between Saudi Arabia and Russia, as they navigate market share and production levels [16] Group 5: Corporate Developments - The Shanghai Stock Exchange is set to review the IPO application of He Yuan Biotechnology, marking the first case under the newly restarted fifth set of standards for the Sci-Tech Innovation Board [20][21] - Microsoft is planning significant layoffs in its Xbox division as part of a broader restructuring effort, marking the fourth major round of layoffs in 18 months [22]
美商务部长“画饼”称印美有望尽快达成贸易协定,印度新闻主播:别轻信
Huan Qiu Shi Bao· 2025-06-03 22:53
印度《商业标准报》称,美国总统特朗普一直公开反对金砖国家,曾反复警告金砖国家不要试图新建全球储备货币,甚至威胁,如果金砖国家不 听劝阻,就对它们加征100%-150%的关税。卢特尼克2日称赞印度对直接解决美国关切的开放态度,声称特朗普直接明确地指出问题,印度正有针 对性地解决,"把问题摆到桌面上,直接面对,直接解决,创造积极的局面,我认为这就是我们当前的状态。" 【环球时报特约记者 白元】据印度《经济时报》3日报道,在美国华盛顿特区2日举行的第八届印美战略伙伴关系论坛上,美国商务部长卢特尼克 声称,印度从俄罗斯采购武器装备导致过去印美关系差,现在印度已倾向于从美国进行军购,这大为有益。卢特尼克还称,金砖国家不支持美元 和美元霸权,印度却成为它的一员,这不是在美国交朋友和施加影响力的正确方式。 印度《第一邮报》认为,卢特尼克忽视了印度军购和多边关系中的具体历史和战略因素。印度对俄罗斯武器装备的依赖根植于历史,而非金砖国 家身份。冷战时期,美国与巴基斯坦结盟,向巴提供武器装备对抗苏联的影响,自然地,印度就转向了苏联采购军备,从而形成了长期的伙伴关 系。《第一邮报》提到,近年来,印度军购已多元化,对俄罗斯装备的依赖 ...
金砖国家外长会晤主席声明(摘要)
Xin Hua She· 2025-04-30 12:51
新华社里约热内卢4月29日电 2025年4月28日至29日,金砖国家外长会晤在巴西里约热内卢举行。会晤 发表主席声明,阐释金砖国家在坚持多边主义、捍卫公平正义、促进共同发展等问题上的共同立场。 金砖国家外长支持以规则为基础、以世贸组织为核心的开放、透明、公平、可预测、包容、平等、非歧 视的多边贸易体系。外长们严重关切违反世贸组织规则的、不公正的单边保护主义行径,包括滥施对等 关税。外长们警告此类措施会破坏全球供应链、加剧全球经济不确定性,呼吁各方采取措施捍卫自由贸 易和多边贸易体制,应对当前贸易挑战,为各方特别是新兴市场国家和发展中国家创造良好贸易投资环 境。 外长们强调国际贸易是"全球南方"促进包容性增长、消除饥饿贫困、推动实现可持续发展的重要动力, 重申致力于继续推动世贸组织进行必要改革,改善世贸组织各项职能并强化其基本原则,以应对日益增 加的单边主义和保护主义。外长们对世贸组织未能在2024年如期全面恢复争端解决机制表示遗憾,致力 于尽快建立运转良好、所有成员均可参与的争端解决机制。 外长们强调2025年是第二次世界大战结束80周年,二战给人类造成了惨不堪言的苦难。在联合国成立80 周年之际,外长们呼吁 ...