12月开局避险情绪升温，欧股低开，美股期货下挫，日元上涨，银铜齐创新高，比特币大跌

Group 1 - Global stock markets and cryptocurrencies experienced declines on the first trading day of December, with heightened risk aversion among investors [1] - European stocks opened lower, with the Euro Stoxx 50 index down 0.3%, and major indices like the DAX and FTSE 100 also showing declines [3] - Bitcoin fell by 6% to below $86,000, while Ethereum dropped over 7% [1][3] Group 2 - The focus this week is on upcoming U.S. economic data, which will provide critical insights into economic momentum and influence Federal Reserve policy decisions [2] - Market expectations indicate a strong likelihood of a 25 basis point rate cut by the Federal Reserve this month, following comments from New York Fed President John Williams [2] - Key data releases include Cyber Monday sales, November ADP private employment data, and ISM manufacturing and services surveys [2] Group 3 - The Bank of Japan's increasing inclination towards interest rate hikes is drawing market attention, with a 64% probability of a rate increase at the December 19 policy meeting [8] - The potential leadership change at the Federal Reserve adds another layer of uncertainty, with Kevin Hassett being considered as a possible successor to current Chair Jerome Powell [11] - The overall risk-off sentiment has led to mixed performances across global asset classes, with the MSCI All Country World Index experiencing a slight decline after seven months of gains [12]