海外宏观周报：特朗普上任，日本加息

Group 1: U.S. Economic Policy - Trump was inaugurated as the 47th President of the U.S. on January 20, 2025, signing 60 presidential actions by January 24, 2025[6] - U.S. December existing home sales reached an annualized 4.24 million, exceeding expectations of 4.20 million, marking a 2.2% month-over-month increase[9] - The January Markit Manufacturing PMI was 50.1, above the expected 49.8, indicating expansion, while the Services PMI fell significantly to 52.8, below the expected 56.5[10] Group 2: Global Market Trends - Global stock markets mostly rose, with the S&P 500, Dow Jones, and Nasdaq increasing by 1.7%, 2.2%, and 1.7% respectively[19] - The Eurozone's composite PMI for January was 50.2, surpassing the expected 49.7, indicating better-than-expected economic activity[15] - Japan's central bank raised its policy rate from 0.25% to 0.5%, with the core CPI for December surpassing 3%[17] Group 3: Commodity and Currency Movements - Brent and WTI crude oil prices fell by 2.8% and 4.1%, closing at $78.5 and $74.7 per barrel respectively[25] - The U.S. dollar index dropped 1.74% to 107.48, the lowest since December 18, 2024, with significant gains in non-U.S. currencies like the euro and pound[27] - Gold prices rose by 2.3% to $2776.8 per ounce, driven by a weaker dollar and cautious tariff actions from Trump[25]