近期美债、美股等资产价格的走势分化，我们认为主要源于拜登政府 财政刺激计划不断缩水，所引发的市场对经济预期的修正。经济预期的变化，不 仅引起了市场的预期修正，同时也在通胀高企的环境中左右着美联储的抉择。我 们认为，考虑到通胀预期的持续走高及美元流动性的过度充裕，美联储大概率将 会加快缩减购债的节奏；但考虑到美国不断缩减的财政刺激计划，以及为了减弱 对就业复苏及政府债务负担的影响，美联储未来将会减缓加息节奏。

通胀压力面前，美联储对经济复苏和通胀的预期进一步抬升。短期利率技术性上调并不等同于“加息”。偏鹰政策预期，主要来自于利率点阵图变化。会议决议整体符合预期，市场经过调整后反应较为平淡。触发 taper 的关键条件仍未实现，预计时点仍在年底。

国际油价6月16日再次收涨，美国原油期货价格报71.95美元/桶，创2018年10月17日新高，布油报73.78美元/桶，刷新2019年4月25日以来高位。国际油价从去年4月触及18美元/桶的低点之后，一年多来跟随美联储的货币和财政宽松政策向北进发，以45度角的趋势上涨，涨幅高达300%还多。作为全球大宗商品之王的石油，担当着现代经济的血液作用。中国端午假期之前，国内油价迎来一波上调，许多地区92号汽油的价格突破了7元/升。相信这不是中国今年的最后一次汽油提价，在所有大宗商品涨价尤其是进口量大的原材料涨价更猛的背景下，今年不少中下游企业被高企的原材料成本挤压得苦不堪言。

The Pet Insurance Market is growing and hold a strong demand across globe. Due to the continuous Investment by key players and growing need because of the increasing effectiveness towards high cost of the treatment over the past decade will foster the market in coming years. Market has observed considerable growth in recent years owing to the rise in awareness, increase in number of pet suffering from illness, diseases and higher reimbursement.

Home insurance is a kind of property insurance, that provides financial protection to an individual against all the losses and damages happened to the residence. It is sometimes referred as homeowner’s insurance, household insurance, or private property insurance. Home insurance is a package policy, which covers not only damages to the property but also the liability, or legal responsibility for any injuries and property damage by policyholders. This includes damages caused by household pets, fire, theft, and vandalism. However, there are some natural disasters that are not covered under standard home insurance policy. These include flood, earthquakes, and poor home maintenance.

FMCG logistics involves the movement of fast movable consumer goods from one place to another in a shorter time span. This involves services such as material handling, packaging, transportation, inventory, security, and warehousing, which can be scaled according to customer needs and market conditions. FMCG logistics service providers are responsible for the delivery of materials or goods from manufacturers to consumers. The FMCG logistics market comprises third-party logistics (3PL), fourth-party logistics (4PL), inbound logistics, outbound logistics, reverse logistics, green logistics, military logistics, and other logistics service. This process provides efficient and effective transportation & storage of goods and services. At present, FMCG logistics services are widely being used in various applications, including warehousing, procurement, supply chain, material handling, inbound & outbound transportation, packaging, and inventory.

COPD and asthma diagnostic and monitoring devices, such spirometers, electrocardiogram, FeNo test analyzer, peak flow meter, arterial blood gas analyzer (ABG), polysomnography devices, helps in diagnosis of respiratory distress, provide real-time feedback on treatment effects, and detect shock. The report provides market dynamics and trends related to the global COPD and asthma diagnostic and monitoring device market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from sales of consumables and accessories used in COPD and asthma. However, the report excludes revenue generated from post-sale services and service costs associated with the market.

本文从中小企业、产业区、农业食品、创新能力等多个方面讨论了“意大利制造”及其特点。意大利工业模式的成功之处包括：意大利是位居欧盟第二的制造业大国；在许多领域处于领先地位；产品拥有很高的知名度；拥有诸多独一无二且不可复制的优势资源。本文旨在揭示意大利在人力要素方面所具有的独特优势。意大利人的“技能诀窍”（know-how）源自其悠久的历史、对美的本能追求以及促使企业不断提高产品品质的同行竞争。意大利的中小企业体系具有极大的灵活性，能在快速响应客户需求的同时保证质量。这一体系也存在诸多弱点，也因此越来越引起人们对意大利模式能否在经济全球化和金融化的浪潮下实现长期可持续发展的担忧。然而，意大利人民对于品质的追求使我们有理由乐观地期待未来。

5月份，全球车市一半阳光，一半阴霾。欧美汽车市场继续回暖，销量呈稳步增长态势；其中以英国表现最为突出，销量暴增7倍。相比之下，亚洲市场复苏渐缓；受芯片短缺影响，中国汽车产销双双下降；韩国汽车产量同样因缺芯承压，同时国内需求又受到新冠感染病例激增冲击。