宏观日报

Market Performance - The three major U.S. stock indices all closed higher, with the Dow Jones up 1.85% at 40,954.48 points, and both the Dow and S&P 500 reaching historical closing highs[2] - The Nasdaq increased by 0.2% to 18,509.34 points, while the TAMAMA Technology Index fell by 0.68%[2] - Major gainers included UnitedHealth Group, which rose by 6.49%, and Caterpillar, which increased by 4.28%[2] Economic Indicators - The IMF maintained its global economic growth forecast at 3.2% for 2024 and 3.3% for 2025, with China's growth forecast raised to 5%[5] - U.S. economic growth forecast was slightly downgraded to 2.6%, while the Eurozone's forecast was adjusted up to 0.9%[5] - U.S. retail sales for June were flat, better than the expected decline of 0.3%, with core retail sales rising by 0.4%[6] Bond and Currency Markets - U.S. Treasury yields fell across the board, with the 10-year yield down 7.4 basis points to 4.162%[4] - The U.S. dollar index decreased by 0.03% to 104.23, with mixed performances among non-U.S. currencies[5] - The British 10-year bond yield dropped by 5.2 basis points to 4.047%[16] Commodity Prices - International gold futures rose by 1.84% to $2,473.6 per ounce, while silver futures increased by 1.77% to $31.485 per ounce[3] - U.S. oil prices fell, with the August contract down 1.33% to $80.82 per barrel[15] - LME copper futures decreased by 1.45% to $9,664 per ton, while LME nickel rose by 0.23% to $16,740 per ton[15]