Group 1: Economic Policies and Stimulus - The U.S. announced a trade framework agreement with Argentina, Ecuador, Guatemala, and El Salvador to lower food tariffs, aiming to alleviate rising food prices due to tariffs and supply shocks [45][47] - Japan's government introduced a comprehensive economic stimulus plan worth 21.3 trillion yen, focusing on short-term subsidies, crisis management investments, and defense spending to boost GDP [64] Group 2: Market Performance - Major equity markets experienced declines, with the Hang Seng Technology Index down 7.2% and the Nasdaq down 2.7% [3][12] - The S&P 500 sectors showed mixed results, with communication services, healthcare, and consumer staples rising by 3.0%, 1.8%, and 0.8% respectively, while information technology and consumer discretionary fell by 4.7% and 3.3% [8] Group 3: Employment Data - The U.S. added 119,000 non-farm jobs in September, exceeding market expectations, but the unemployment rate rose to 4.4% [73]
海外高频 | 特朗普下调食品关税，高市早苗推出财政刺激草案 （申万宏观·赵伟团队）
Sou Hu Cai Jing·2025-11-23 10:55