全球视角 | 美联储降息情绪引爆全球，金价又又又创新高

Group 1 - The optimistic sentiment in the capital market is driven by expectations of a Federal Reserve interest rate cut, overshadowing various uncertainties including tariffs [2][8] - The Nikkei 225 index has reached a historical high, marking its fourth consecutive day of gains, with a peak of over 45,000 points [4][5] - The overall Asia-Pacific stock indices have risen to a four-year high, with the MSCI Asia-Pacific index recording a 0.5% increase [8][9] Group 2 - The automotive sector, particularly Toyota, has significantly contributed to the rise in the Tokyo Stock Exchange index, despite the implementation of tariffs on Japanese products by the U.S. [5][6] - The U.S.-Japan trade agreement includes Japan's commitment to establish a $550 billion investment fund, which is crucial for economic relations but faces funding issues [6] - The gold price has surged past $3,700 per ounce, with a year-to-date increase of 40%, driven by expectations of a Federal Reserve rate cut and a weakening dollar [9][10]