Group 1: Market Overview - The U.S. CPI data exceeded expectations, leading to a mixed performance in the stock market, with the Dow Jones down 0.67%, while the Nasdaq rose 0.48% and the S&P 500 increased by 0.10% [1] - European stock indices showed strength, with the FTSE 100 up 2.57%, DAX 30 up 1.07%, and CAC 40 up 0.57% [1] - Investors are assessing new economic data to gauge the U.S. economic performance and potential timing for the Federal Reserve's next interest rate cut [1] Group 2: U.S. Economic Data - The U.S. labor market shows signs of weakness, with inflation declining but data quality being questioned [2] - The upcoming Q3 GDP estimate is considered crucial among the economic data to be released in the next two weeks [2] - A report from BNP Paribas indicates that while the U.S. economy's fundamentals appear sound, risks remain, with concerns about job market prospects and significant layoffs announced by several companies [2] Group 3: Commodity Prices - International crude oil prices continue to trend downward due to oversupply expectations and easing geopolitical tensions, with WTI crude down 1.06% to $60.47 per barrel and Brent crude down 1.36% to $56.66 per barrel [3] - Gold prices reached a new historical high, with COMEX gold futures up 1.43% to $4361.40 per ounce, driven partly by high inflation eroding the value of fiat currencies [3] Group 4: Central Bank Actions - The European Central Bank (ECB) maintained its benchmark interest rate, with a slight upward adjustment in inflation expectations and economic growth forecasts [5] - The Bank of England cut its benchmark interest rate by 25 basis points to 3.75%, with a close vote among committee members indicating a potential for further easing [5] Group 5: Upcoming Economic Events - Key economic data releases are scheduled for the upcoming week, including U.S. new home starts, durable goods orders, and consumer confidence index [6]
下周外盘看点丨美国三季度经济表现如何,乌克兰“和平计划”能否现转机
Di Yi Cai Jing Zi Xun·2025-12-21 04:08