美股周一收盘点评：全球各大中央银行本周决定利率政策，市场严阵以待

Group 1: Federal Reserve and Market Reactions - The Federal Reserve meeting may act as a catalyst for a short-term strengthening of the US dollar, especially given its recent consolidation since early July [1] - Concerns arise that the meeting could trigger a "news sell-off" due to heightened market bubbles, potentially limiting upside and exacerbating downside trading [1] - The US 60/40 stock/bond portfolio has achieved its highest percentile return since April 8, indicating a fatigue in current stock and fixed income levels [1] Group 2: Market Performance - The US stock market is rising, led by technology stocks, with the Nasdaq index experiencing its best single-day gain in nearly two years [2] - The Stoxx Europe 600 index closed up 0.4%, with consumer goods and banking stocks performing well, while healthcare stocks lagged [2] Group 3: Bond Market Trends - US bond yields have decreased ahead of the Federal Reserve meeting [3] - European sovereign bond yields also fell, with strong demand for corporate bonds [4] - Investment-grade corporate bonds are at their highest level of technical overbought conditions since early 2020 [5] Group 4: Currency and Commodity Movements - The US dollar is declining, with Deutsche Bank noting that overseas investors are significantly reducing their dollar exposure while purchasing US stocks and bonds [6] - Gold prices are reaching new historical highs as the Federal Reserve is expected to lower interest rates [6] - Oil prices continue to rise as traders consider further sanctions on Russian oil in response to anticipated oversupply later this year [6]