全球贸易紧张局势缓解

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调查:英国消费者5月份的悲观情绪略有改善
news flash· 2025-05-22 23:07
调查:英国消费者5月份的悲观情绪略有改善 金十数据5月23日讯,周五公布的一项调查显示,英国消费者5月份信心有所增强,可能反映了利率下降 和全球贸易紧张局势缓解的影响。受家庭对财务状况和整体经济前景的乐观情绪带动,英国GfK消费者 信心指数从4月的-23升至5月的-20。GfK消费者洞察总监尼尔·贝拉米表示,英国央行5月8日的降息,以 及美国总统特朗普与美国贸易战的部分缓和,可能让消费者松了一口气。贝拉米说:"这些危险——尤 其是通胀问题——并没有消失,但英国消费者的情绪似乎有所改善。"尽管如此,该指数仍远低于该调 查的长期平均值-11。 ...
Euroseas (ESEA) Surges 8.7%: Is This an Indication of Further Gains?
ZACKS· 2025-05-13 17:30
Company Overview - Euroseas Ltd. (ESEA) shares increased by 8.7% to close at $38.43, with notable trading volume exceeding typical levels. The stock has gained 19.6% over the past four weeks [1] - The company is expected to report quarterly earnings of $3.41 per share, reflecting a year-over-year increase of 28.2%. Revenues are projected to be $56.38 million, up 16.8% from the same quarter last year [3] Industry Context - The recent uptick in ESEA's stock price follows a 90-day agreement between the United States and China to reduce tariffs, which has raised hopes for easing global trade tensions. This is particularly beneficial for shipping stocks like ESEA, which play a crucial role in global trade [2] - Euroseas is part of the Zacks Transportation - Shipping industry, which is experiencing positive sentiment due to trade-related developments [4] Earnings Estimates - The consensus EPS estimate for Euroseas has remained unchanged over the last 30 days, indicating stability in earnings expectations. A lack of revisions in earnings estimates may affect future stock price movements [4] - In contrast, Knot Offshore (KNOP), another company in the same industry, has a consensus EPS estimate of $0.14, which represents a decline of 36.4% from the previous year [5]
Strength Seen in ZIM (ZIM): Can Its 14.0% Jump Turn into More Strength?
ZACKS· 2025-05-13 17:25
ZIM Integrated Shipping Services (ZIM) shares rallied 14% in the last trading session to close at $16.26. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 3.5% gain over the past four weeks.The uptick followed the 90-day agreement between the United States and China to reduce tariffs. The development has rekindled hopes of easing global trade tensions. With shipping stocks like ZIM being responsible for transp ...
有色金属日报-20250513
Chang Jiang Qi Huo· 2025-05-13 03:32
有色金属日报 基本金属 ◆ 铜: 截至 5 月 12 日收盘,沪铜主力 06 合约上涨 0.77%至 78260 元/吨。中 美在经贸领域达成一系列重要共识及相关贸易协议,结果超出市场预期, 全球贸易紧张局势进一步缓解,美元指数隔夜大涨,压制了隔夜有色金 属表现,钱铜价维持高位小幅震荡。现货市场,高月差、高铜价背景下, 下游企业入市采购情绪低迷,大多维持刚需采购为主,静待交割换月, 现货成交氛围较为清淡。全球贸易紧张局势进一步缓解,铜价继续回归 基本面逻辑。目前铜精矿 TC 继续下移,冶炼厂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,铜价或继续维 持高 位震荡 。技 术上看 ,沪铜 短期维 持偏 强震荡 ,整体 运行于 74500-80000 之间,近期关注 78500 一线压力,建议区间谨慎交易。 ◆ 镍: 截至 5 月 12 日收盘,沪镍主力 06 合约上涨 2%至 126130 元/吨。宏观 面,美国 4 月谘商会消费者信心指数下降,核心 PCE 同环比回落,通胀 降温。外部环境影响下国内制造业 PMI 回落。 ...