Group 1 - The Federal Reserve's latest Beige Book indicates a further decline in overall consumer spending in the U.S. and signs of weakness in the job market, with AI technology applications suppressing hiring demand and tariff policies increasing costs for U.S. manufacturing and retail sectors [1] - Economic data reflects a slowdown in consumer spending growth, raising concerns about the job market, leading to heightened expectations for a 25 basis point rate cut by the Federal Reserve in December, with over 90% probability according to the interest rate swap market [1] - U.S. technology stocks, including popular chip and AI concept stocks, rebounded on the news, with major indices closing higher: Dow Jones up 0.67%, S&P 500 up 0.69%, and Nasdaq up 0.82% [1] Group 2 - In Europe, the rising expectations for a Federal Reserve rate cut and potential peace talks regarding the Russia-Ukraine conflict have boosted market risk appetite, leading to gains in retail, banking, and defense stocks, with all major European indices closing higher: UK up 0.85%, France up 0.88%, and Germany up 1.11% [3] Group 3 - The U.S. Energy Information Administration reported a significant increase in daily crude oil imports by 1.05 million barrels, reaching a two-month high, indicating a rebound in oil consumption demand ahead of the holiday season, which contributed to a rise in international oil prices [5] - As of the close, light crude oil futures for January delivery were priced at $58.65 per barrel, up 1.21%, while Brent crude oil futures for January delivery closed at $63.13 per barrel, up 1.04% [5] Group 4 - The market's anticipation of a Federal Reserve rate cut in December, along with the leading "dovish" candidates for the next Fed chair, has led to a favorable outlook for continued monetary easing, resulting in a decline in U.S. Treasury yields and the dollar index, which in turn significantly boosted international gold prices [8] - As of the close, December gold futures were priced at $4,202.3 per ounce, reflecting a 1.50% increase [8]
涨了!大涨了!全线上涨!!
Sou Hu Cai Jing·2025-11-27 14:20