市场洞察 - 重点报道 --- Market Insights - Marque e Market Insights | Markets | Asia 市场洞察 | 市场 | 亚洲 GS Macro: Five things you need to know ⾼盛宏观：五⼤要点解读 Five things you need to know: 4/ As tari concerns fade, equity investor focus shifts to the 'one big beautiful bill' (US equity analysis) 4/ 随着关税担忧消退，股市投资者关注点转向"那⼀项宏伟法案（" 美国股市分析） 5/ RBI meeting preview (6 June) – 25bps cut expected; and another in Q3. 5/ 印度储备银⾏会议预览（6 ⽉ 6 ⽇）——预计降息 25 个基点；第三季度再降⼀次。 五件你需要知道的事： 1/ GS Weekend – thought leader views and weekend macro call 1 ...