国际金融市场早知道：8月4日

Group 1: Employment and Economic Indicators - The latest non-farm payroll data from the U.S. Labor Department shows a significant decline, with July's unemployment rate rising by 0.1 percentage points to 4.2%, and only 73,000 new jobs added, below the expected 110,000 [1] - Moody's chief economist Mark Zandi warns that the U.S. economy is on the brink of recession, with stagnating consumer spending and shrinking construction and manufacturing sectors, indicating potential job market weakness [2] - The ISM manufacturing PMI for July unexpectedly dropped to 48, marking a nine-month low, primarily due to decreasing orders and worsening employment conditions [3] Group 2: Trade and Tariff Policies - A report from Yale University indicates that the average effective tariff rate in the U.S. has reached 18.3%, the highest level since 1934, as U.S. tariff policies continue to evolve [1] - The OPEC statement reveals that eight major oil-producing countries will increase production by an average of 547,000 barrels per day in September [5] Group 3: Banking Sector Resilience - The European Banking Authority (EBA) reports that EU banks are sufficiently resilient to withstand economic shocks from geopolitical tensions and trade disputes, with no banks violating core capital requirements [5]