尽管数据显示初请失业金人数增加，进一步表明劳动力市场正在放缓，但稳健的制造业采购经理人指数 却促使交易员减少了对降息的押注。货币市场显示，9月份降息的可能性约为65%。而一周前，这一几 率还在90%以上。 目前所有人的目光都集中在美联储年度研讨会上，主席鲍威尔定于周五发表讲话。交易员将密切关注他 的讲话，以寻找近期就业市场疲软后9月份降息的任何线索。 来源：宏观对冲陈凯丰Kevin 贸易方面，美国和欧盟周四敲定了上个月达成的框架协议。 与此同时，美国司法部暗示可能计划调查美联储理事库克，一位高级官员鼓励鲍威尔将她从美联储理事 名单中除名。特朗普总统的住房金融主管普尔特呼吁对她涉嫌在2021年达成的抵押贷款协议展开调查。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 包括克利夫兰联储主席哈马克、亚特兰大联储主席博斯蒂克和堪萨斯城联储主席施密德在内的多位政策 制定者都保持谨慎态度，并承认需要继续依赖数据。 ...

标准普尔全球公司8月1日发布的数据显示，7月英国制造业采购经理人指数为48.0，创六个月以来新 高，但仍处于收缩区间。该指数已连续10个月位于收缩区间。制造业采购经理人指数是衡量一个国家或 地区制造业经济活动景气程度的重要指标，同时也是经济监测的先行指标之一。 标普全球称，第三季度初，英国制造业下滑速度达到本轮下降周期中最温和的水平，企业信心也上升至 五个月来的高点。不过，下行风险仍然存在。受美国政府加征关税等因素影响，近期英国制造业整体较 为疲弱。相关数据显示，英国5月汽车产量创70多年来新低。 ...

加拿大7月标普全球制造业采购经理人指数 46.1，前值45.6。 ...

Group 1 - The core point of the article indicates that Canada's S&P Global Manufacturing Purchasing Managers' Index (PMI) for June is reported at 45.6, a decrease from the previous value of 46.1 [1]

Group 1 - LME three-month copper rose by $54 or 0.56% to $9,702 per ton, supported by a weaker dollar, despite ongoing concerns about demand and unresolved trade tensions [1][3] - Copper prices have increased approximately 20% since hitting a low of $8,105 per ton in April 2023 [1] - The weaker dollar makes metals priced in dollars cheaper for buyers using other currencies, providing some support to prices [3] Group 2 - Recent manufacturing PMI data from Europe and the US remains in contraction territory, indicating a drag from current tariff situations on demand [3] - The US investigation into copper imports has led to a significant premium of COMEX copper prices over LME prices, with a spread of $946 per ton [3] - The production guidance for the Kakula mine has been adjusted to 370,000 to 420,000 tons for 2025, with the 2026 target of approximately 600,000 tons withdrawn [3][4] Group 3 - The downward revision of production estimates, particularly from the Democratic Republic of Congo, is impacting supply outlook, suggesting a potential supply shortage by year-end [4]

Group 1 - South Korea's manufacturing activity has contracted for the fourth consecutive month in May, with the manufacturing Purchasing Managers' Index (PMI) slightly rising to 47.7 from 47.5 in April, remaining below the neutral level of 50, indicating ongoing contraction in the sector [1] - The contraction in South Korea's manufacturing is attributed to weak domestic demand and the impact of increased U.S. trade tariffs, with new orders experiencing the largest decline since June 2020 and factory output decreasing at the fastest rate in two and a half years [1] - The Bank of Korea has initiated its fourth rate cut in the current easing cycle, lowering the economic growth forecast for the year from 1.5% to 0.8%, reflecting the pressures from weak domestic consumption and the adverse effects of U.S. tariff policies on exports [2] Group 2 - The economic outlook for South Korea is becoming increasingly pessimistic, with global investment banks predicting growth expectations below 1%, and the average growth rate forecast dropping to the 0.9% range within four weeks [2] - Manufacturing activity across much of Asia has slowed due to uncertainties surrounding U.S. tariffs, with Japan's manufacturing PMI at 49.4 in May, indicating continued contraction for the 11th month, and Japan's GDP declining by 0.2% in the first quarter [2] - Despite the challenges, there are cautious signs of optimism regarding economic prospects, with some recovery in hiring activities in South Korea and Japan, as manufacturers anticipate improvements in global demand [3]

6月2日（周一），伦敦金属交易所（LME）期铜收升，与此同时美国期铜跳涨，较伦敦期铜的升水扩 大，此前美国总统特朗普表示将把铝和钢铁进口关税翻倍至50%。 伦敦时间6月2日17:00(北京时间6月3日00:00)，LME三个月期铜收高118.50美元或1.25%，收报每吨 9,616.50美元。 | | 6月2日LE基本金属收盘报价(美元/吨) | | | | --- | --- | --- | --- | | 令屋 | 收盘价 | 涨跌 | 涨跌幅 | | 三个月期锅 | 9616.50 | ↑ +118.50 | ↑ +1.25% | | 三个月期铝 | 2466.00 | 1 | +22.00 ↑ +0.90% | | 三个月期锌 | 2698.00 | 1 | +78.00 ↑ +2.98% | | 三个月期铅 | 1981.00 | 1 +23.00 | 1 +1.17% | | 三个月期镍 | 15537.00 | 1 +300.00 ↑ +1.97% | | | 三个月期锡 | | 30709.00 ↑ +303.00 ↑ +1.00% | | 交投最活跃的COMEX期铜合约一度触及4月29日以 ...

加拿大5月标普全球制造业采购经理人指数 46.1，前值45.3。 ...

加拿大4月标普全球制造业采购经理人指数 45.3，前值46.3。 ...