Group 1 - Over 3,000 assembly engineers and technical workers at Airbus UK plan to initiate a series of strikes starting September 2, 2025, due to dissatisfaction with salary increases [1] - The strike is led by the Unite union, which reported that approximately 90% of its members supported the action following a vote [1] - The union aims to pressure Airbus to provide salary proposals that address inflation and rising living costs, with UK inflation reaching 3.8% in July, the highest in 18 months [1] Group 2 - Airbus UK claims to have offered a "competitive and fair" salary proposal, stating that employee wages have increased by over 20% over the past three years, along with a bonus of approximately £2,644 (about 25,537 RMB) distributed in April [1] - The strikes are expected to potentially impact the production of wings for Airbus's core commercial aircraft, which could affect the global aviation supply chain and delivery schedules [2] - Despite the planned strikes, Airbus remains confident that its year-end delivery targets will not be affected, although the market is cautious about potential risks [2]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, stated that once fiscal policy is determined, its impact will be assessed [1] Group 1 - The Bank of Japan will continue to strengthen communication with the government [1] - A revision of the price forecast for the fiscal year 2025 will not affect current policies [1] - There is a focus on whether wage increases will become a norm [1] Group 2 - The trend of companies passing on costs is a point of concern [1] - The experience with bank stock holdings will be considered in evaluating ETFs [1] - It is difficult to predict when a judgment on next year's wage negotiations can be made [1]

金十数据5月16日讯，美国第三大通勤铁路系统——新泽西交通（NJ Transit）的列车司机将于当地时间 周五早上开始罢工，预计将打乱数十万名往返纽约市及周边地区上班族的日常通勤（纽约市位于新泽西 州的东北方向，两者之间仅隔哈德逊河相望）。这是NJ Transit自1983年以来首次发生罢工事件。此 前，新泽西州州长墨菲与"火车司机和铁路工人兄弟会"已进行了长达六年的薪资谈判，但双方始终未能 就工资问题达成一致，工会最终宣布罢工。在周四深夜举行的记者会上，州长墨菲表示，如果过度满足 工会的要求，将危及NJ Transit的财政健康，并加重纳税人和乘客的负担。一同出席发布会的NJ Transit 首席执行官则表示，给这些工程师加薪"没有意义"，因为这可能会让整个机构陷入破产。他还指出，除 了工程师工资外，其他14个工会也可能要求类似幅度的加薪，整体成本将难以承受。 新泽西通勤铁路大罢工 数十万人出行将受阻 ...