美联储降息预期火热助推 全球股市勇闯历史巅峰

Group 1 - Global stock market indices reached all-time highs due to easing geopolitical tensions and increased expectations for interest rate cuts by the Federal Reserve [1] - Asian stock index futures rose across the board, following a 0.8% increase in the S&P 500 and a 0.9% rise in the Nasdaq 100, contributing to the MSCI global index reaching a new high [1] - The U.S. Treasury market strengthened as traders increased bets on rate cuts, with the interest rate swap market fully pricing in two cuts this year and a third cut being anticipated [1] Group 2 - U.S. economic data reinforced expectations for policy easing, with Q1 consumer spending growth hitting a pandemic-era low and GDP annualized growth rate revised down to -0.5% [4] - Despite a decrease in initial jobless claims, continuing claims rose to the highest level since 2021, indicating labor market challenges [4] - The U.S. dollar index fell alongside U.S. Treasury yields, while emerging market currencies rose for the third consecutive day [4] Group 3 - The Federal Reserve officials emphasized the need for more time to assess whether tariff-induced price increases would lead to sustained inflation [6] - San Francisco Fed President Daly acknowledged evidence suggesting tariffs may not cause widespread persistent inflation, keeping an open stance on potential rate cuts in the fall [7] - Economists expect the core PCE price index to show only a slight increase of 0.1% in May, marking the mildest performance in three years [7]