LBX(SH:603883) Di Yi Cai Jing Zi Xun·2025-08-04 01:07Market Overview - The international market experienced significant fluctuations last week, with the US stock market declining sharply. The Dow Jones fell by 2.92%, the Nasdaq by 2.17%, and the S&P 500 by 2.36% [1] - European indices also saw declines, with the UK FTSE 100 down 0.57%, Germany's DAX 30 down 3.27%, and France's CAC 40 down 3.68% [1] Economic Indicators - The upcoming ISM services survey is highly anticipated as investors assess the potential for a Federal Reserve rate cut, especially after July's employment data fell short of expectations [2] - The Federal Reserve maintained interest rates at 4.25%-4.50%, with Chairman Powell indicating that the overall impact of higher tariffs on economic activity and inflation remains to be seen [2][5] Trade and Tariffs - President Trump announced a series of tariffs ranging from 10% to 41% on imports from various countries, with new tariffs set to take effect on August 7 [4][11] - The US has reached trade agreements with major partners, including the UK, EU, Japan, and South Korea, while negotiations with other trade partners are ongoing [3] Commodity Prices - International oil prices stabilized, with WTI crude oil increasing by 3.33% to $67.33 per barrel and Brent crude rising by 2.97% to $69.67 per barrel [4] - Gold prices also saw a slight increase, with COMEX gold futures rising by 0.36% to $3347.70 per ounce, driven by expectations of a potential rate cut and increased demand for safe-haven assets [5] Corporate Earnings - The earnings season is in full swing, with notable companies such as Palantir Technologies, AMD, McDonald's, Walt Disney, and Eli Lilly expected to report [3][6] Upcoming Events - The US Treasury is set to auction $58 billion in three-year notes, $42 billion in ten-year notes, and $25 billion in thirty-year notes, with market confidence still recovering from previous poor auction demand [2]