国际金融市场早知道：9月25日

Group 1: Trade and Economic Policies - The United States has finalized a tariff agreement with the European Union, imposing a 15% tariff on EU automobiles and parts starting August 1, while certain pharmaceuticals, aircraft, and metals will be exempt from tariffs starting September 1 [1] - U.S. Treasury Secretary Becerra expressed dissatisfaction with Federal Reserve Chairman Powell for not establishing a clear agenda for interest rate cuts, advocating for a reduction of 100-150 basis points by year-end [1] Group 2: Monetary Policy and Economic Indicators - Federal Reserve official Daly fully supports the recent interest rate cut and suggests that further policy adjustments may be necessary to restore price stability while supporting the labor market [1] - Bank of England Governor Bailey indicated that there is still room for interest rate cuts, depending on the trajectory of inflation and current signs of labor market weakness [1] Group 3: Housing Market - In August, new home sales in the U.S. reached an annualized total of 800,000 units, significantly exceeding the expected 650,000 units, marking a 20.5% month-over-month increase, the fastest growth since early 2022 [1] - The inventory of unsold new homes fell to 490,000 units, the lowest level this year [1] Group 4: Global Market Dynamics - The Dow Jones Industrial Average decreased by 0.37% to 46,121.28 points, while the S&P 500 and Nasdaq Composite also saw declines of 0.28% and 0.33%, respectively [4] - COMEX gold and silver futures dropped by 1.24% and 1.11%, respectively [5] Group 5: Commodity Prices - U.S. crude oil futures rose by 2.21% to $64.81 per barrel, and Brent crude oil futures increased by 1.93% to $68.26 per barrel [6]