国际金融市场早知道：1月29日

Group 1 - The Federal Reserve maintains the benchmark interest rate at 3.50% to 3.75%, ending a series of three consecutive rate cuts since last September. This decision aligns with market expectations but reveals internal dissent, as two members voted against it, advocating for a 25 basis point cut [1] - Fed Chairman Powell emphasizes that the current interest rate is at the upper end of the "neutral zone," indicating neither tightening nor significant easing. He reiterates that decisions will be strictly data-driven, suggesting that if inflation related to tariffs continues to decline, it may indicate a potential for policy relaxation [1] - U.S. Treasury Secretary Yellen supports a strong dollar policy, denying any intervention in the foreign exchange market to sell dollars and buy yen. She asserts that capital will flow in when policies are appropriate [1] Group 2 - The German government lowers its 2026 economic growth forecast from 1.3% to 1%, highlighting ongoing external pressures on Europe's largest economy due to underwhelming infrastructure investment and high tariffs affecting exports [2] - SpaceX, owned by Musk, plans to launch its initial public offering (IPO) in mid-June, targeting a valuation of approximately $1.5 trillion and aiming to raise up to $50 billion, potentially becoming one of the largest tech company listings in history [2] - The Bank of Thailand introduces restrictions on gold trading to address the strengthening of the Thai baht, requiring traders with annual transactions exceeding 10 billion baht to report and setting a daily online trading limit of 50 million baht [2] Group 3 - The Dow Jones Industrial Average rises by 0.02% to 49,015.6 points, while the S&P 500 index decreases by 0.01% to 6,978.03 points, and the Nasdaq Composite Index increases by 0.17% to 23,857.45 points [3] - COMEX gold futures increase by 6.46% to $5,411 per ounce, and COMEX silver futures rise by 10.06% to $116.62 per ounce [4] Group 4 - The main contract for U.S. oil rises by 1.78% to $63.5 per barrel, while the main contract for Brent oil increases by 1.56% to $67.63 per barrel [5] - The 2-year U.S. Treasury yield remains unchanged at 3.5964%, the 3-year yield decreases by 0.56 basis points to 3.640%, the 5-year yield increases by 25.90 basis points to 3.828%, the 10-year yield rises by 0.20 basis points to 4.243%, and the 30-year yield decreases by 0.31 basis points to 4.855% [5] Group 5 - The U.S. dollar index increases by 0.63% to 96.35, with the euro declining by 0.70% against the dollar to 1.1953, and the British pound decreasing by 0.28% to 1.3809. The Australian dollar rises by 0.42% to 0.7041, while the dollar strengthens by 0.81% against the yen to 153.4200 [6]