国际金融市场早知道：8月7日

Group 1: Global Manufacturing and Trade - In July, the global manufacturing Purchasing Managers' Index (PMI) was reported at 49.3, a decrease of 0.2 percentage points from the previous month, indicating a weakening recovery in global manufacturing [1] - President Trump signed an executive order imposing an additional 25% tariff on Indian imports, resulting in a total tariff rate of 50% on Indian goods entering the U.S. starting August 7 [1] - Japan expressed concerns over the U.S. tariff announcement, stating it contradicts prior agreements and could lead to higher tariffs for Japan, prompting a request for correction from the U.S. [1] Group 2: Economic Policy and Central Bank Actions - San Francisco Fed President Daly indicated that policy adjustments may be necessary in the coming months due to a softening labor market, emphasizing the need to recalibrate monetary policy to address various risks [2] - Minneapolis Fed President Kashkari suggested that the economic slowdown might warrant interest rate cuts, with expectations of two rate cuts by the end of the year [2] - The Reserve Bank of India maintained its benchmark interest rate at 5.5%, keeping a neutral policy stance amid global uncertainties [2] Group 3: Market Dynamics - U.S. stock indices closed higher, with the S&P 500 rising by 0.73% to 6345.06 points, the Dow Jones increasing by 0.18% to 44193.12 points, and the Nasdaq gaining 1.21% to 21169.42 points [3] - Oil prices fell due to OPEC's production increase, with West Texas Intermediate crude oil down 1.37% to $64.27 per barrel and Brent crude oil down 1.29% to $66.77 per barrel [3] - International precious metal futures showed mixed results, with COMEX gold futures down 0.08% to $3431.8 per ounce and COMEX silver futures up 0.3% to $37.935 per ounce [3] Group 4: Bond Market and Currency Movements - U.S. Treasury yields were mixed, with the 10-year yield rising by 1.77 basis points to 4.226% while the 2-year yield fell by 1.26 basis points to 3.708% [4] - The U.S. dollar index decreased by 0.55% to 98.22, with most non-U.S. currencies appreciating against the dollar [4] - The onshore Chinese yuan closed at 7.1900 against the dollar, down 24 basis points from the previous trading day, while the offshore yuan rose by 38 basis points to 7.1848 [4]