Category: Flash News

On May 8th, Federal Reserve Chairman Powell stated that the most frequently heard question is whether quantitative easing (QE) should be better explained, and in hindsight, whether the Fed should reduce QE earlier or accelerate the pace of its reduction. But he doesn’t want to significantly tighten the financial environment when the economy is fragile.

On May 8th, Federal Reserve Chairman Powell stated that the uncertainty of the economic path is extremely high, and the downside risk has increased. Uncertainty may be reflected in weak economic data; The risks of rising unemployment and inflation have increased, but have not yet appeared in the data; The correct approach is to wait for further certainty. Enterprises and households are generally concerned, and if no measures are taken to alleviate these concerns, it is expected that these concerns will become apparent in data weeks or months from now.

On May 8th, WTI crude oil futures for June closed down $1.02, or 1.73%, at $58.07 per barrel. Brent crude oil futures for July closed down $1.03, or 1.66%, at $61.12 per barrel. NYMEX June natural gas futures closed up 4.56% at $3.6210 per million British thermal units.

On May 7th, Huatai Securities Research Report pointed out that as we enter the second quarter, the incremental policy window for the real estate industry is gradually opening. Combined with more proactive macro policies and more proactive fiscal policies, we need to pay attention to the pace of implementing practical policies in the future. Looking ahead, considering the greater policy flexibility in first tier cities, we are more optimistic about the recovery pace of core cities represented by first tier cities, as well as the valuation restoration of real estate companies with reserves or newly acquired resources in corresponding regions.

On May 7, the Central Meteorological Station issued a blue rainstorm warning at 6:00 on May 7: It is expected that from 8:00 on May 7 to 8:00 on May 8, some regions in southeast Xizang, the east of southwest China, northwest and central regions of Jiangnan will have heavy to rainstorm, of which some regions in southwest Hubei, northwest Hunan and southeast Chongqing will have heavy rainstorm (100~120mm). The above-mentioned areas are accompanied by short-term heavy rainfall (maximum hourly rainfall of 20-50 millimeters, locally exceeding 60 millimeters), and locally have strong convective weather such as thunderstorms and strong winds.

On May 7th, as a representative of the “national team”, Central Huijin Investment Co., Ltd. has long held shares in large banks and financial institutions, as well as broad-based ETFs (exchange traded open-end index funds), playing a stabilizing role in the capital market. Recently, with the disclosure of the 2024 annual reports and 2025 first quarter reports of listed companies and public funds, the main trend of Central Huijin’s first quarter position adjustment has been exposed. According to the latest data from Wind Information, in the first quarter of this year, Central Huijin entered the top ten circulating shareholders of Huatai Securities, and Central Huijin Asset Management Co., Ltd., a subsidiary of Central Huijin, increased its holdings of multiple Shanghai and Shenzhen 300 ETFs.

On May 7th, with the rapid development of the humanoid robot industry, the demand for rare earth permanent magnet materials has increased significantly, highlighting investment opportunities in the sector. Analysts believe that we are currently at a time when the fundamentals and emotions of the rare earth sector are resonating, and the price center of rare earths is rising. However, the equity side has not fully reflected this, so we should pay enough attention to the “strategic opportunities” of the sector. Meanwhile, the explosive growth of the humanoid robot market is expected to bring vast incremental space to the rare earth permanent magnet industry. It is recommended to pay attention to rare earth permanent magnet enterprises with high technological barriers and large production capacity flexibility.

On May 7th, spokesperson for the Pakistan Armed Forces News Agency, Choudhury, announced the latest news during a live television broadcast that India has attacked a total of 6 locations within Pakistan, resulting in 24 attacks and 8 deaths. Among them, a religious building in Punjab province was targeted, resulting in 5 deaths, including a 3-year-old girl, 31 injuries, and the destruction of one religious building and 4 houses.

On May 7th, Armen Panossian, Co CEO of Oaktree Capital, stated that clients are discussing reducing their exposure to the United States by up to 10% due to concerns that the Trump administration’s trade policies may harm the economy and investment environment. Panossian stated on the sidelines of the Milken Institute Global Conference that American investors are more inclined to believe that tariff negotiations will be completed before causing too much damage, while non American investors are uneasy about the damage to the reputation of the United States.

① China’s foreign exchange reserves for April are yet to be determined; ② At 09:00, the State Council Information Office held a press conference; ③ 14:45 France’s March trade account; ④ 17:00 Eurozone March retail sales monthly rate; ⑤ 22:30 US EIA crude oil inventory and EIA strategic petroleum reserve inventory for the week ending May 2; ⑥ At 02:00 the next day, the Federal Reserve FOMC announced its interest rate decision; ⑦ The next day at 02:30, Federal Reserve Chairman Powell held a press conference.