EUR/USD
1.13978
0.019%
Gold
3306.10
-0.187%
Oil
63.778
-0.222%
USD/JPY
144.849
0.046%
GBP/USD
1.35365
0.038%
GBP/JPY
196.081
0.085%
Real-time News
On June 9, TSMC (TSM.N) Chiayi Advanced Packaging AP7 plant was originally scheduled to receive equipment in the third quarter, but the supply chain has recently received notices that the equipment will be postponed to the fourth quarter. Two safety incidents occurred in the plant recently, causing the plant to stop working. The first phase of the plant will build wafer-level multi-chip module (WMCM) packaging capacity. It is speculated that this packaging technology will first be used in Apples self-developed chips.Futures News on June 9, MSC, Hapag-Lloyd, CMA CGM, Hyundai Merchant Marine, Evergreen Marine, etc. successively announced that the freight rates on the Asia-Europe route would be raised to 3,000-3,300 US dollars/FEU, which slightly supported the futures price, but the negative impact of the tariff increase has not improved. The latest SCFIS European line settlement freight index is 1252.82, up 5.77 points from last week, up 0.5% month-on-month. 1. US President Trump announced that the tariff on imported steel and aluminum and their derivatives will be increased from 25% to 50%. The tariff policy will take effect at 00:01 am on June 4, 2025, Eastern Time. The latest "Beige Book" released by the Federal Reserve shows that US economic activity has declined slightly since the last report. Businesses and consumers are facing the pressure of rising policy uncertainty and increasing price pressures, and the overall economic outlook remains pessimistic. In addition, although the European manufacturing PMI has rebounded, it is difficult to reverse the overall weak demand pattern. 2. The European Central Bank cut the deposit facility rate by 25 basis points to 2%, the seventh consecutive rate cut, in response to rising inflation and the impact of additional tariffs. The risk of Sino-US trade frictions and the potential US trade blow to Europe has increased the uncertainty of future growth in the eurozone. With the widening of the interest rate gap between the US and Europe, the euro is likely to continue to weaken in the medium and long term. 3. Against this background, the uncertainty of the trade war still exists, the demand expectations of the container shipping index (European line) have cooled, and the futures price has fluctuated greatly. Next, whether the trade war can improve as expected in the long term remains to be observed. Investors are advised to be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, shipping capacity and cargo volume data in a timely manner.The first stablecoin stock Circle (CRCL.K) rose 10% in the U.S. overnight trading.June 9th, Japans latest balance of payments data released on Monday showed that Japanese investors reduced their holdings of German sovereign bonds in April to the highest level in a decade. In April, a total of 1.48 trillion yen was sold net, the largest monthly reduction since 2014. Japanese funds sold a net of 1.07 trillion yen of U.S. sovereign bonds, the largest reduction since October last year.June 9, Ernst & Young data showed that the UK financial industry maintained its lead over other European countries in attracting foreign investment last year, despite a slowdown in activity across the region. The UK attracted foreign investment for 73 financial projects last year, down 32% from the previous year. Germany, which ranked second, saw its transaction volume fall 16% to just 32. The transaction volume across Europe fell 11%. Global investors also believe that London is the most attractive European city for foreign investment in financial services in the coming year, surpassing Frankfurt and Paris, but at the national level, Germany is the first choice for the future. As Trumps tariff policy casts a shadow on the outlook, the survey found that only 32% of people are likely to invest in the United States, while the proportion of investment in the European Union and the United Kingdom is 39% and 44% respectively.
