【UNFX周评】金融市场一周评述 ：宽松预期主导下，风险与避险资产的联袂狂欢

Global Financial Market Overview - The global financial market experienced a unique rally where both risk and safe-haven assets rose simultaneously, driven by weak labor market data from the U.S. that paved the way for a potential interest rate cut by the Federal Reserve [1][3] - The expectation of the Fed shifting to a more accommodative monetary policy significantly boosted global stock indices [1][3] Stock Market Performance - U.S. stock markets, particularly the S&P 500 and Nasdaq, were the biggest beneficiaries of the positive sentiment, with the S&P 500 rising approximately 1.6% for the week, marking its best weekly performance of the month and reaching historical highs [4] - European stock markets also saw gains, albeit more modestly, influenced by the positive sentiment from U.S. markets and the European Central Bank's decision to maintain interest rates [4] - The Nikkei 225 index in Japan performed exceptionally well, reaching a new historical high, supported by favorable global risk sentiment and a weaker yen benefiting export-oriented companies [4] Commodity Market Insights - Gold emerged as a standout performer, reaching historical highs due to expectations of Fed rate cuts, a weaker dollar, and declining real yields, supported by ongoing central bank purchases and geopolitical uncertainties [4] - The oil market experienced mixed signals, with prices fluctuating due to concerns over economic slowdown and OPEC+ production increases, while a weaker dollar and ongoing geopolitical tensions provided some support [4]