欧美日股市齐涨，央行加息几成定局，日本长债收益率一度创新高，金银高位回落

Core Insights - Recent US economic data has underperformed expectations, reinforcing market expectations for a Federal Reserve interest rate cut, which has boosted global risk appetite [1] - The focus is shifting towards the Bank of Japan, with expectations of a rate hike in December due to hawkish signals from Governor Kazuo Ueda [1][11] Market Performance - US stock index futures rose collectively, with the S&P 500 futures up 0.05%, Nasdaq 100 futures flat, and Dow Jones futures up 0.13% [2][3] - European stock indices opened higher, with the Euro Stoxx 50 up 0.6%, DAX up 0.7%, and FTSE 100 up 0.2% [3] - The Nikkei 225 index closed up 2.3%, driven by gains in technology and semiconductor stocks [2] Bond Market Dynamics - US 10-year Treasury yield rose by 2 basis points to 4.08%, while Japan's 30-year bond yield reached a historic high of 3.445% [3][6] - The demand for Japan's 30-year bonds was strong, with a bid-to-cover ratio of 4.04, the highest since 2019, indicating robust investor interest despite fiscal concerns [6] Currency Movements - The Japanese yen strengthened against the US dollar amid expectations of a rate hike [11] - The Indian rupee weakened, hitting a historical low of 90.4175 against the dollar, as market sentiment remains subdued due to stalled trade agreement processes with the US [14] Commodity Trends - Gold prices fell by 0.2% to $4194.37 per ounce, while silver dropped over 1.7% to $57.46 per ounce [3][17] - WTI crude oil prices increased by over 0.3% to $59.33 per barrel [3]