波罗的海干散货 (BalticDry) 加自选

美中贸易“握手换框架”没有激发亚洲贸易的热情。美元以较低的欧元、澳元、新西兰元和英镑吸引了一些买盘。加元、日元和瑞士法郎几乎没有变化。

US, China trade "handshake for a framework" not generating enthusiasm in Asia trade.The US dollar is attracting a few bids with a lower EUR, AUD, NZD, GBP. CAD, yen and CHF are little changed.

美国和中国官员就缓解贸易紧张局势的计划达成一致-彭博社。据彭博社报道，美国和中国就如何落实双方在日内瓦达成的共识达成了初步协议。

US, China officials agree on plan to ease trade tensions - Bloomberg.The United States (US) and China agreed to a preliminary deal on how to implement the consensus the two sides reached in Geneva, per Bloomberg.

周三，美国股指小幅下跌，因为投资者在最新的消费者价格指数报告发布之前采取了谨慎的立场，该报告可能会提供对最近关税对经济影响的见解。市场参与者还希望进一步明确美中贸易谈判。商务部长霍华德·卢特尼克表示，谈判进展“非常非常顺利”，并表示如有必要，谈判可能会持续到周三。在周二的常规交易中，标准普尔500指数和纳斯达克综合指数分别上涨0.55%和0.63%，连续第三个交易日上涨。道琼斯指数也上涨了0.25%。涨幅广泛，标普500指数11个板块中有10个板块收高，能源、非必需消费品和医疗保健板块领涨。科技股也表现优异，受特斯拉（+5.7%）、元平台（+1.2%）和Alphabet（+1.3%）的显著波动推动。展望未来，Chewy和Oracle的盈利结果将于周三晚些时候公布。

US stock futures inched lower on Wednesday as investors adopted a cautious stance ahead of the latest Consumer Price Index report, which may offer insights into the economic impact of recent tariffs. Market participants also looked for further clarity on US–China trade negotiations. Commerce Secretary Howard Lutnick said talks were going “really, really well,” suggesting discussions could continue into Wednesday if necessary. In regular trading on Tuesday, the S&P 500 and Nasdaq Composite rose 0.55% and 0.63%, respectively, for their third straight positive session. The Dow also gained 0.25%. Gains were broad-based, with 10 of the 11 S&P 500 sectors finishing higher, led by energy, consumer discretionary, and healthcare. Technology stocks also outperformed, driven by notable moves from Tesla (+5.7%), Meta Platforms (+1.2%), and Alphabet (+1.3%). Looking ahead, earnings results from Chewy and Oracle are due later Wednesday.

2025年5月，日本生产者价格指数同比上涨3.2%，低于4月份略微修正的4.1%的增长率，也未达到市场普遍预期的3.5%。这标志着生产者通胀进入第51个月，尽管这是自9月以来的最低水平。石油和煤炭（4月份为0.6%对6.3%）、生产机械（2.6%对2.8%）、塑料（3.4%对3.7%）和面向商业的机械（1.5%对1.8%）的成本有所下降。与此同时，化学品（-3.1%对-2.4%）和钢铁（-4.8%对-4.5%）的价格进一步下跌。此外，有色金属的成本在4月份上涨4.2%后下降了2.1%。相比之下，运输设备（1.7%）和其他制造业（2.9%）的通货膨胀保持稳定，而饮料和食品（4.2%对4.0%）、电机（3.8%对3.0%）、金属制品（4.8%对4.7%）、通用机械（4.9%对4.4%）和信息与通信（1.9%对1.5%）的价格加速上涨。按月计算，生产者价格指数下降0.2%，这是九个月来的首次下跌。

Producer prices in Japan rose 3.2% yoy in May 2025, slowing from a marginally revised 4.1% growth in April and missing market consensus of 3.5%. This marked the 51st month of producer inflation, though it was the lowest print since September. Cost eased for petroleum and coal (0.6% vs 6.3% in April), production machinery (2.6% vs 2.8%), plastics (3.4% vs 3.7%), and business-oriented machinery (1.5% vs 1.8%). At the same time, prices dropped further for chemicals (-3.1% vs -2.4%) and iron and steel (-4.8% vs -4.5%). Also, cost of non-ferrous metals fell 2.1%, after a 4.2% rise in April. In contrast, inflation was stable for transport equipment (1.7%) and other manufacturing (2.9%), while prices accelerated for beverages and foods (4.2% vs 4.0%), electrical machinery (3.8% vs 3.0%), metal products (4.8% vs 4.7%), general-purpose machinery (4.9% vs 4.4%), and information & communication (1.9% vs 1.5%). On a monthly basis, producer prices shrank 0.2%, marking the first fall in nine months.