国际金融市场早知道：11月26日

Group 1: AI and Innovation - The U.S. government has officially launched the "Genesis Mission" plan to accelerate AI innovation, authorizing the Department of Energy to coordinate national R&D resources and integrate advanced AI tools [1] Group 2: Economic Indicators - The U.S. budget deficit surged to $284 billion in October due to a 43-day federal government shutdown, highlighting the severe impact on fiscal operations [1] - The U.S. Consumer Price Index (CPI) showed a rebound in September, while retail sales growth significantly slowed, indicating a weakening consumer spending momentum [2] - The ADP report indicated a sharp decline in private sector employment, with an average weekly job loss of 13,500 over the past four weeks, accelerating from a previous rate of 2,500 [2] - The consumer confidence index dropped by 6.8 points to 88.7 in November, marking the largest monthly decline in seven months, reflecting rising public concerns about job prospects and the overall economy [2] Group 3: Real Estate Market - The National Association of Realtors reported a 1.9% month-over-month increase in the pending home sales index for October, reaching a near one-year high, indicating a rebound in housing demand [3] - However, the FHFA house price index remained flat in September, and the year-over-year growth rate of the S&P/Case-Shiller 20-City Index slowed to 1.4%, suggesting weakening price momentum in the housing market [3] Group 4: Market Dynamics - The Dow Jones Industrial Average rose by 1.43% to 47,112.45 points, while the S&P 500 and Nasdaq Composite increased by 0.91% and 0.67%, respectively, indicating positive market sentiment [4] - Gold and silver futures saw increases of 0.78% and 1.50%, respectively, while oil prices for both WTI and Brent crude fell by 1.24% and 1.2% [5] - U.S. Treasury yields across various maturities declined, with the 2-year yield down by 3.62 basis points to 3.459% [5] - The U.S. dollar index decreased by 0.39%, with notable movements in currency pairs against the euro, pound, and yen [5]