“黑天鹅”来袭！欧美股市全线下跌！国际原油期货价格承压

Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones Industrial Average falling by 1.23%, the S&P 500 down by 1.60%, and the Nasdaq dropping by 2.24% on Friday [1] - European markets also faced losses, with Germany's DAX index down by 2.66%, France's CAC40 down by 2.91%, and the UK's FTSE 100 down by 0.70% [2][3] Economic Data - Recent U.S. labor market data indicates a slowdown, with non-farm payrolls adding only 73,000 jobs in July, below expectations, and the unemployment rate rising slightly to 4.2% [6] - Revisions to previous months' data showed a significant downward adjustment, with May's job additions revised from 144,000 to just 19,000, and June's from 147,000 to 14,000 [6] - The labor market's rapid deceleration raises concerns about a potential recession, as indicated by the weak employment figures [6] Federal Reserve Response - The disappointing labor market data has increased pressure on the Federal Reserve to consider interest rate cuts, especially among dissenting members of the FOMC [7] - Fed Chair Jerome Powell maintains that the labor market remains robust but acknowledges the need to monitor inflation risks, particularly in light of new tariffs imposed by President Trump [6][7] Tariff Developments - President Trump signed an executive order to raise tariffs on Canada from 25% to 35%, effective August 1, and introduced a new "reciprocal tariff" framework for several countries, with rates ranging from 10% to 41% [7][8] - This move has heightened market anxiety and contributed to the overall decline in stock prices [7] Commodity Market Impact - International oil prices fell sharply, with U.S. crude oil down by 2.89% to $67.26 per barrel and Brent crude down by 3.00% to $69.55 per barrel, driven by concerns over a potential recession and increased production from OPEC+ [9][10] - Precious metals saw gains, with COMEX gold futures rising by 2.01% to $3,416.00 per ounce and silver up by 1.07% to $37.11 per ounce [11]