国际金融市场早知道：9月4日

Group 1: Economic Developments - Brazilian President Lula plans to convene a special summit of BRICS leaders on September 8 to discuss U.S. trade policies [1] - The Federal Reserve's Beige Book indicates that economic activity across most regions of the U.S. has remained unchanged, with consumer spending flat or declining due to wages not keeping pace with rising prices [1] - The Federal Reserve's Waller suggests that interest rate cuts should begin this month, with multiple reductions expected in the coming months depending on future economic data [1][2] Group 2: Monetary Policy Insights - The Bank of Japan's Governor Ueda stated that if economic growth and prices align with expectations, the central bank will consider raising interest rates [2] - Federal Reserve's Kashkari mentioned that there is room to lower short-term interest rates, although he did not specify when policy easing would occur [2] - The Federal Reserve's Bostic believes that a soft labor market warrants some policy easing, suggesting a rate cut in 2025 may be appropriate [1][2] Group 3: Market Performance - The Dow Jones Industrial Average fell by 0.05% to 45,271.23 points, while the S&P 500 rose by 0.51% to 6,448.26 points, and the Nasdaq Composite increased by 1.02% to 21,497.73 points [6] - COMEX gold futures rose by 0.77% to $3,619.70 per ounce, and silver futures increased by 0.52% to $41.81 per ounce [6] - U.S. crude oil futures dropped by 2.77% to $63.77 per barrel, while Brent crude fell by 2.53% to $67.39 per barrel [6] Group 4: Global Economic Indicators - Japan's new fiscal year budget request reached a record 122.4 trillion yen, a 4.1% increase from the previous year, with debt financing needs at a historical high of 32.4 trillion yen [2] - The U.S. July job openings fell to 7.181 million, the lowest in 10 months, significantly below the expected 7.382 million [2] - Eurozone's August composite PMI slightly increased to 51, while the services PMI dropped to 50.5, indicating mixed economic signals [2]