巴西财长：巴西与美国贸易代表格里尔的会议预计将在未来几天内举行。

CITIC Securities says macro factors have gained explanatory power for sector relative returns this year. The firm’s three-dimensional macro-state monitoring system, which maps index performance across macro regimes to drive an industry-themed ETF rotation strategy, has improved returns and stability versus prior iterations — annualized 15.6% since 2020 and 22% YTD. As of May 31, 2026, its high-frequency macro factors show growth and inflation marginally retreating while financial conditions continue to marginally improve. The model recommends shifting into sectors offering both growth sensitivity and dividend-defense; on macroeconomic metrics it favors central SOEs and energy, while macro-financial and international-finance signals point to media, cloud computing and telecoms.

波兰总理图斯克：乌克兰战争没有波兰的参与就无法解决。