Group 1 - European stocks experienced a significant decline, with the French CAC 40 index dropping over 2% following the announcement of a confidence vote by the French Prime Minister on September 8, leading to a 9 basis points increase in the yield of French 10-year government bonds [1][5] - The U.S. long-term Treasury bonds faced selling pressure, resulting in a steepening yield curve, as concerns over the independence of the Federal Reserve intensified due to President Trump's dismissal of Fed Governor Lisa Cook [1][2][3] - Global market tensions are rising, with Wall Street's initial optimism regarding potential Fed rate cuts fading, as traders prepare for possibly unfavorable inflation data later in the week [4] Group 2 - The political crisis in France is impacting market sentiment, with the announcement of a confidence vote causing a drop in bond prices to their lowest since March [5] - The core Personal Consumption Expenditures (PCE) price index is expected to show a year-on-year increase of 2.9%, marking the fastest annual growth in five months, which could further influence market dynamics [5] - The U.S. dollar index fell by 0.1%, while the euro rose by 0.2% to 1.1638 USD, indicating fluctuations in currency markets amid the ongoing geopolitical and economic uncertainties [4]
特朗普罢免联储理事动摇市场,欧股跌幅扩大,法股跌超2%,美元回吐跌幅
Hua Er Jie Jian Wen·2025-08-26 11:45