国际金融市场早知道：9月26日

Market Insights - The China Foreign Exchange Trading Center will optimize the "Swap Connect" operational mechanism by establishing a dynamic adjustment mechanism for quote providers and expanding the pool of quote providers. Additionally, the daily net limit will be raised to 45 billion RMB starting October 13. As of the end of August, 82 overseas investors from 15 countries and regions have completed over 15,000 RMB interest rate swap transactions with a nominal principal of 8.15 trillion RMB [1] - The International Financial Association reported that the global debt reached a historical high of 337.7 trillion USD by the end of the second quarter. Emerging market debt increased by 3.4 trillion USD to over 109 trillion USD, also a record high. The repayment scale for bonds and loans in emerging markets is expected to reach nearly 3.2 trillion USD for the remainder of the year, marking a historical peak [1] - Nine major European banks, including ING and UniCredit, announced plans to establish a new company to launch a euro-denominated stablecoin, aiming to create a European alternative to the currently US-dominated stablecoin market [1] Economic Indicators - The final annualized GDP growth rate for the US in the second quarter was revised up to 3.8%, significantly higher than the previous estimate of 3.3%, marking the fastest growth in nearly two years. Real personal consumption expenditures increased by 2.5%, and final sales rose by 7.5% [3] - The final PCE price index for the US in the second quarter increased by 2.1% quarter-on-quarter and year-on-year, while the core PCE price index rose by 2.6% quarter-on-quarter and 2.7% year-on-year [3] - Initial jobless claims in the US decreased by 14,000 to 218,000, the lowest level since mid-July, and significantly below the market expectation of 235,000 [3] Durable Goods and Housing Market - In August, US durable goods orders increased by 2.9% month-on-month, with July's final value revised to -2.7%. Excluding defense orders, the increase was 1.9%, and excluding transportation orders, the increase was 0.4% [4] - Seasonally adjusted, US existing home sales in August slightly decreased by 0.2% from July to an annualized rate of 4 million units, with the median home price rising by 2% year-on-year to 422,600 USD, marking the 26th consecutive month of year-on-year increases [4] Global Market Dynamics - The Dow Jones Industrial Average fell by 0.38% to 45,947.32 points, the S&P 500 dropped by 0.5% to 6,604.72 points, and the Nasdaq Composite decreased by 0.5% to 22,384.7 points [5] - COMEX gold futures rose by 0.33% to 3,780.5 USD per ounce, while COMEX silver futures increased by 2.89% to 45.47 USD per ounce [5] - US oil futures rose by 0.35% to 65.22 USD per barrel, and Brent crude oil futures increased by 0.5% to 68.8 USD per barrel [5] - The 2-year US Treasury yield rose by 4.50 basis points to 3.653%, while the 10-year yield increased by 1.93 basis points to 4.168% [5] - The US dollar index increased by 0.60% to 98.47, with the euro and pound both declining against the dollar [5]