国际金融市场早知道：2月4日

Group 1: Government and Monetary Policy - The U.S. Congress passed a funding bill to resolve the partial government shutdown that began on January 31 [1] - Federal Reserve Governor Milan stated that the Fed needs to lower interest rates by more than 100 basis points this year, while Richmond Fed President Barkin emphasized the need for cautious monetary policy until inflation returns to target [1] - The Reserve Bank of Australia raised interest rates by 25 basis points to 3.85%, marking its first rate hike in 2023 and becoming the first major developed economy to raise rates since 2026 [1] Group 2: Real Estate and Economic Measures - South Korean President Lee Jae-myung announced that the government will take all necessary measures to curb real estate speculation, urging multiple property owners to sell before the expiration of a high capital gains tax exemption policy in May [1] Group 3: Market Dynamics - U.S. stock indices closed lower, with the Dow Jones down 0.34% at 49,240.99 points, the S&P 500 down 0.84% at 6,917.81 points, and the Nasdaq down 1.43% at 23,255.19 points [3] - International precious metal futures saw gains, with COMEX gold futures up 6.83% at $4,970.50 per ounce and COMEX silver futures up 10.27% at $84.92 per ounce [3] Group 4: Oil and Bond Market - U.S. oil futures rose by 2.83% to $63.90 per barrel, while Brent oil futures increased by 2.55% to $67.99 per barrel [4] - U.S. Treasury yields showed mixed results, with the 2-year yield up 0.01 basis points at 3.570% and the 10-year yield down 0.59 basis points at 4.266% [4] - The U.S. dollar index fell by 0.22% to 97.39, with most non-U.S. currencies appreciating against the dollar [4]