国际金融市场早知道：11月27日

Economic Overview - The Federal Reserve's Beige Book indicates that economic activity is generally stable, with most of the 12 districts reporting flat conditions, two showing slight declines, and only one district experiencing slight growth. However, some respondents warned of increased risks of economic slowdown in the coming months [1][2] UK Fiscal Developments - The UK's Office for Budget Responsibility unexpectedly leaked the autumn fiscal report, revealing that fiscal buffer space has doubled to £22 billion. The report confirms the freezing of the personal tax threshold, an increase in dividend tax, and plans to introduce a "mansion tax" and an electric vehicle "mileage tax," sparking widespread discussion [1] Canadian Trade Policy - Canadian Prime Minister Carney announced a significant reduction in steel import quotas from 50% to 20% for non-free trade partner countries starting in 2024, along with a 25% global tariff on specific steel derivatives to protect domestic industries [1] Japanese Monetary Policy - Reports suggest that the Bank of Japan is preparing for a potential interest rate hike as early as December, driven by increasing pressure from yen depreciation and diminishing political resistance, leading to a resurgence of hawkish rhetoric [1] South Korean Currency Market - South Korean Finance Minister Kyungho emphasized a strict approach to speculative activities in the currency market and ruled out the possibility of restarting a foreign exchange swap agreement with the U.S. to maintain market stability [2] U.S. Economic Indicators - U.S. durable goods orders increased by 0.5% month-on-month in September, a slowdown from the previous 3% growth. However, core capital goods orders, excluding defense and aircraft, surged by 0.9%, significantly exceeding the market expectation of 0.3%, indicating strong business investment sentiment [2] - As of the week ending November 23, initial jobless claims in the U.S. decreased by 6,000 to 216,000, the lowest level since mid-April, and below the expected 225,000. Continuing claims rose slightly to 1.96 million, still at historical lows, reflecting resilience in the labor market [2] Australian Inflation Data - Australia's October Consumer Price Index (CPI) rose by 3.8% year-on-year, surpassing the expected 3.6%. The trimmed mean inflation rate increased to 3.3%, remaining above the Reserve Bank of Australia's target range of 2%-3%, intensifying pressure for potential interest rate hikes [2]