海外经济与政策周报：黎以局势升级

Group 1: Middle East Situation - The escalation of the Israel-Lebanon conflict has intensified, with Israel conducting airstrikes against Hezbollah targets, marking a shift from defensive to offensive operations[6] - Lebanon's economic crisis is severe, with a CPI increase of 1.97% month-on-month and 35.37% year-on-year as of July[6] - Trade between China and Lebanon saw a total import-export value of $1.55 billion from January to August, a decrease of 7.7% year-on-year, with China's exports to Lebanon accounting for only 0.06% of total exports[6] Group 2: U.S. Economic Indicators - The Federal Reserve cut the federal funds rate by 50 basis points to a range of 4.75% to 5.00%, indicating a shift to a more accommodative monetary policy[8] - U.S. existing home sales fell to an annualized rate of 3.86 million in August, a 2.5% decrease month-on-month, marking the lowest level in nearly 10 months[10] - Retail sales in the U.S. increased by 0.1% month-on-month in August, reflecting a slight recovery in consumer demand[12] Group 3: Global Economic Trends - The European Commission's new team reflects a focus on "de-risking" in defense and technology sectors, with the UK maintaining its interest rate at 5%[15] - Japan's CPI rose by 3.0% year-on-year in August, with exports growing at a slower rate of 5.6% compared to the previous 10.2%[17] - The global liquidity environment is improving, with the Chicago Fed's adjusted national financial conditions index at -0.53, indicating a more accommodative financial landscape[25]