WTI原油 (WestTexasOil) 加自选

周一，美国股市小幅上涨，因为美国和中国在伦敦开始了高风险的贸易谈判，重新点燃了关税休战的希望。标准普尔500指数上涨0.3%，道琼斯指数上涨100多点，纳斯达克指数上涨0.4%。在特朗普总统和Xi最近通话后，财政部长斯科特·贝森特和其他高级官员会见了中国官员，就稀土运输和放宽出口限制的可能性进行了谈判。突破的前景提振了市场情绪，材料、能源和非必需消费品股领涨，而金融股则落后。在企业方面，苹果在WWDC活动期间下跌了1%，而高通在以24亿美元收购Alphawave后上涨了4%以上。英伟达（0.6%）、亚马逊（1.6%）、微软（0.5%）和Alphabet（1.5%）的股价也上涨。尽管被Argus Research和Baird下调评级，特斯拉扭转了早些时候的跌势，收盘上涨1%。

US stocks rose modestly on Monday as high-stakes trade talks between the US and China began in London, rekindling hopes of a tariff truce. The S&P 500 gained 0.3%, the Dow added over 100 points, and the Nasdaq rose 0.4%. Treasury Secretary Scott Bessent and other senior officials met with their Chinese counterparts to negotiate rare earth shipments and potential easing of export restrictions, following a recent call between Presidents Trump and Xi. The prospect of a breakthrough helped lift market sentiment, with materials, energy, and consumer discretionary stocks leading gains, while financials lagged. On the corporate front, Apple slipped 1% during its WWDC event, while Qualcomm jumped over 4% on its $2.4 billion acquisition of Alphawave. Shares of Nvidia (0.6%), Amazon (1.6%), Microsoft (0.5%), and Alphabet (1.5%) also advanced. Tesla reversed earlier losses to close 1% higher, despite being downgraded by both Argus Research and Baird.

美元/日元交易谨慎，市场关注美中贸易谈判。周一，随着市场消化美中贸易谈判的发展，日元兑美元汇率趋于稳定。 

USD/JPY trades cautiously as markets focus on US-China trade talks.The Japanese Yen (JPY) is steadying against the US Dollar (USD) on Monday, as markets digest developments in the US-China trade talks. 

纽约联邦储备银行：未来一年的预期通胀率从4月份的3.6%降至5月份的3.2%。纽约联邦储备银行在其最新的消费者预期调查中指出，5月份未来一年的通胀预期为3.2%，低于4月份的3.6%。

NY Fed: Year-ahead expected inflation falls to 3.2% in May from 3.6% in April.The Federal Reserve (Fed) Bank of New York noted in its latest Survey of Consumer Expectations that the year-ahead inflation expectation stood at 3.2% in May, down from 3.6% in April.

美国消费者对未来一年的通胀预期从4月份的3.6%降至2025年5月的3.2%，为三个月来的最低水平。未来一年，天然气（-0.8个百分点至2.7%）、医疗（-1.3个百分点至7.4%）、大学教育（-1.6个百分点至7.5%）和租金（-0.6个百分点降至8.4%）的商品价格变化预期有所下降。另一方面，未来一年食品价格的预期变化上升了0.4个百分点，达到5.5%，为2023年10月以来的最高水平。与此同时，三年期通胀预期下降0.2个百分点至3.0%，五年期通胀预测下降0.1个百分点至2.6%。

US consumer inflation expectations for the year ahead declined to 3.2% in May 2025, from 3.6% in April, the lowest in three months. Year-ahead commodity price change expectations decreased for gas (-0.8 percentage point to 2.7%), medical care (-1.3 percentage points to 7.4%), college education (-1.6 percentage points to 7.5%), and rent (-0.6 percentage point to 8.4%). On the other hand, the year-ahead expected change in food prices increased by 0.4 percentage point to 5.5%, the highest level since October 2023. Meanwhile, inflation expectations for the three-year horizon declined by 0.2 percentage point to 3.0%, and inflation expectations for the five-year ahead horizon declined by 0.1 percentage point to 2.6%.