海外高频 | 特朗普提名米兰为美联储理事（申万宏观·赵伟团队）

Group 1: Market Performance - Developed market indices showed a rebound, with Nasdaq up 3.9%, DAX up 3.1%, and S&P 500 up 2.4% [2][7] - Emerging market indices mostly increased, with the Ho Chi Minh index rising 6.0% and the Cairo CASE 30 index up 4.7% [2] - The Hang Seng Index and related indices also saw gains, with the Hang Seng Index up 1.4% and the Hang Seng Tech Index up 1.2% [12] Group 2: Commodity Prices - WTI crude oil prices fell 7.8% to $63.9 per barrel, while Brent crude dropped 8.4% to $66.4 per barrel [30] - Coking coal prices increased by 12.3% to 1227 yuan per ton, indicating a strong demand in the sector [30] - Precious metals saw gains, with COMEX gold rising 1.3% to $3403.5 per ounce and COMEX silver up 4.4% to $38.4 per ounce [34] Group 3: Economic Indicators - The ISM Services PMI for July in the U.S. was reported at 50.1, below the market expectation of 51.5, indicating a slowdown in the services sector [44] - Germany's industrial production for June decreased by 1.9%, worse than the expected decline of 0.5%, reflecting economic challenges [47] Group 4: Trade Policies - The U.S. announced a 100% tariff on all imported semiconductor chips, effective August 7, with exemptions for companies that establish or commit to establishing manufacturing in the U.S. [36] - Additionally, a 25% tariff on Indian goods was imposed, totaling 50%, effective August 28, due to geopolitical tensions [36]