海外市场周观察：大选风云与降息浪潮

Group 1 - The report highlights the significant impact of the recent U.S. elections and the Federal Reserve's interest rate cut, with the Russell 2000 index rising by 5.84% following Trump's victory and proposed tax reforms [1][16] - The Federal Reserve announced a 25 basis points rate cut to a range of 4.50%-4.75%, marking the second consecutive cut, and indicated a cautious approach to future monetary policy under the new administration [1][18] - Economic indicators show resilience, with the ISM non-manufacturing PMI for October at 56, above previous values and expectations, and an increase in wholesale sales month-on-month [17][18] Group 2 - The report notes that the U.S. labor market remains strong, with initial jobless claims rising slightly to 221,000 and continuing claims at 1.892 million, indicating ongoing employment stability [17][18] - The market anticipates a 64.6% probability of another 25 basis points rate cut in December, reflecting expectations of continued accommodative monetary policy [22][18] - Global equity markets showed mixed performance, with the Shenzhen Component Index leading gains at 6.75%, while the UK FTSE 100 experienced a decline of 1.28% [29][33]