国际金融市场早知道：2月6日

Monetary Policy Updates - The European Central Bank (ECB) has kept the benchmark interest rate unchanged, marking the fifth consecutive pause since June of the previous year, without providing clear guidance on future policy direction, reinforcing market expectations for stable monetary policy in the near term [1][6] - The Bank of England (BoE) maintained its benchmark interest rate at 3.75%, with four out of nine monetary policy committee members voting in favor of a 25 basis point cut, signaling a dovish stance, and the BoE Governor indicated potential for further rate cuts this year [1][7] - The Bank of Mexico has held its overnight rate steady at 7%, with expectations that inflation will reach the target of 3% by the second quarter of 2027 [3][9] Employment and Economic Indicators - In January, the number of Challenger job cuts in the U.S. surged to 108,400, with only about 5,300 new job openings, marking the worst performance for this period in 17 years. Additionally, job vacancies fell sharply to 6.54 million, the lowest since 2020, while initial jobless claims unexpectedly rose by 22,000 to 231,000 [2][7] - Eurozone retail sales year-on-year growth for December 2025 was recorded at 1.3%, below the expected 1.6%, with the previous value revised from 2.3% to 2.4%. The month-on-month retail sales for December showed a decline of 0.5%, against an expectation of a 0.2% decrease [2][9] Gold Market Insights - The World Gold Council reported that global gold ETFs attracted a record inflow of $18.7 billion in January, raising total assets under management to $669 billion, a historical high, with gold ETF holdings reaching 4,145 tons, also a new record [3][9] Market Performance - U.S. major stock indices closed lower, with the Dow Jones down 1.2% at 48,908.72 points, the S&P 500 down 1.23% at 6,798.4 points, and the Nasdaq down 1.59% at 22,540.59 points [4][9] - International precious metal futures generally declined, with COMEX gold futures down 3.08% at $4,798.10 per ounce and COMEX silver futures down 16.64% at $70.35 per ounce [4][9] Oil and Bond Market Trends - U.S. oil futures fell by 3.1% to $63.12 per barrel, while Brent crude oil futures dropped by 2.98% to $67.39 per barrel [5][10] - U.S. Treasury yields collectively decreased, with the 2-year yield down 9.04 basis points to 3.457%, the 3-year yield down 10.73 basis points to 3.522%, and the 10-year yield down 9.34 basis points to 4.180% [6][10] - The U.S. dollar index rose by 0.34% to 97.96, while most non-U.S. currencies declined, including the euro down 0.22% to 1.1779 and the British pound down 0.89% to 1.3532 [6][10]