国际金融市场早知道：7月8日

Market Insights - China's foreign exchange reserves increased by $32.2 billion in June, reaching $3,317.4 billion, a rise of 0.98% compared to the end of May [1] - The U.S. Treasury Secretary indicated that many trade partners have changed their negotiation stance, with multiple trade agreements expected to be announced this week [1] - President Trump announced tariff threats against 14 countries, with rates ranging from 25% for Japan and South Korea to 40% for Laos and Myanmar, effective August 1 [1] - The European Union is seeking a preliminary trade agreement with the U.S. to secure a 10% tariff rate before the August 1 deadline [1] - The European Central Bank's governing council urged macroprudential regulators to maintain the resilience of the banking system, citing increased financial stability risks in the Eurozone due to heightened geopolitical uncertainties [1] Economic Indicators - Moody's maintained Israel's long-term local and foreign currency rating at Baa1, noting that direct military conflict with Iran would further strain public finances [2] - The Eurozone investor confidence index reached 4.5 in July, the highest since February 2022, while retail sales in May grew by 1.8% year-on-year, exceeding expectations [2] - Germany's industrial output adjusted for May showed a year-on-year increase of 1.0% and a month-on-month increase of 1.2% [3] - The UK Halifax house price index remained flat month-on-month but increased by 2.5% year-on-year [4] Global Market Dynamics - The Dow Jones Industrial Average fell by 0.94% to 44,406.36 points, the S&P 500 dropped by 0.79% to 6,229.98 points, and the Nasdaq Composite decreased by 0.92% to 20,412.52 points [5] - COMEX gold futures rose by 0.10% to $3,346.40 per ounce, while COMEX silver futures fell by 0.39% to $36.94 per ounce [6] - U.S. oil futures increased by 1.37% to $67.92 per barrel, and Brent crude rose by 1.84% to $69.56 per barrel [7] - U.S. Treasury yields saw increases across various maturities, with the 2-year yield up by 1.04 basis points to 3.890% and the 30-year yield up by 5.59 basis points to 4.914% [7] - The U.S. dollar index rose by 0.58% to 97.55, with various currency pairs showing mixed results against the dollar [7]