海外市场周观察：美股历史新高背后的经济博弈

Group 1 - The S&P 500 and Nasdaq indices reached historical highs this week, driven by interest rate cut expectations and strong economic data, with the S&P 500 increasing by 0.96% and Nasdaq by 3.34% [1][9] - The consumer discretionary sector rose by 4.57%, and the information technology sector increased by 4.22%, indicating strong performance in these areas [1][9] - The U.S. non-farm payrolls added 227,000 jobs in November, surpassing the previous value of 36,000 and the expected 200,000, while the unemployment rate rose to 4.2% from 4.1% [10][11] Group 2 - The ISM manufacturing PMI for November was reported at 48.4, higher than the previous value of 46.5 and the expected 47.5, while the ISM non-manufacturing index was at 52.1, lower than the previous 56 and expected 55.5 [10][11] - The Michigan consumer sentiment index for December was 74, exceeding the previous value of 71.8 and the expected 73 [10][11] - The market anticipates an 86% probability of a 25 basis point rate cut by the Federal Reserve in December [11][22] Group 3 - Global major asset classes showed mixed performance, with the German DAX rising by 3.86%, Nasdaq by 3.34%, and CBOT soybean oil by 3.17%, while IPE crude oil fell by 2.59% [2][35] - The U.S. equity markets displayed varied results, with the consumer discretionary sector leading gains, while the energy sector faced declines [40][45] - The foreign exchange market saw the ruble appreciating by 2.05% against the yuan, while the Korean won depreciated by 1.46% [48]