财达证券：晨会纪要-20240913

Summary of Key Points Core Insights - The report highlights significant economic indicators, including a rise in U.S. mortgage rates to 6.20% and an increase in household net worth by $276.02 billion in Q2 2024, down from a previous increase of $511.70 billion [1][2] - The Federal Reserve reported a $0.7 trillion increase in stock market value and a $1.8 trillion rise in domestic real estate value during the same quarter [1] - Gold prices reached a historical high of $2,560 per ounce, indicating strong demand and market volatility [1] - Oil prices surged over 3% due to disruptions in U.S. oil production caused by storms, with WTI crude oil rising more than 2.4% [1] Economic Indicators - U.S. mortgage rates increased to 6.20% [1] - Household net worth in the U.S. rose by $276.02 billion in Q2 2024, compared to a previous increase of $511.70 billion [1] - The Federal Reserve noted a $0.7 trillion increase in stock market capitalization and a $1.8 trillion increase in real estate values in Q2 2024 [1] Commodity Prices - Gold reached a record high of $2,560 per ounce, reflecting heightened investor interest [1] - Oil prices increased by over 3%, influenced by production disruptions due to storms [1] - WTI crude oil prices rose more than 2.4% [1] Market Activity - The report mentions the overnight reverse repurchase agreement (RRP) usage by the Federal Reserve, which increased to $294.464 billion from $279.215 billion in the previous trading day [1] - The onshore RMB against the U.S. dollar was reported at 7.1173, appreciating by 19 points from the previous night [1] - U.S. money market assets continue to reach historical highs, indicating strong liquidity in the financial system [1]