海外动态跟踪报告：春节假期海外市场的新动向

Group 1: U.S. Economic Policy - The Federal Reserve paused interest rate cuts, maintaining the target range at 4.25% to 4.5%[8] - The U.S. GDP growth for Q4 2024 was 2.3%, below the expected 2.6%[15] - The core PCE inflation rate for December was recorded at 2.8%, in line with expectations[17] Group 2: Trade and Tariff Policies - The U.S. will impose a 25% tariff on goods from Mexico and Canada, and a 10% tariff on Chinese goods starting February[12] - Trump's new policies include 14 presidential actions, focusing on tariffs and inflation control[14] Group 3: Market Reactions - U.S. stock indices experienced slight declines, with the Dow Jones down 0.31% and the S&P 500 down 0.47%[10] - Nvidia's stock plummeted 17% on January 27, resulting in a market cap loss of approximately $600 billion[35] Group 4: Inflation and Consumer Confidence - The consumer confidence index for January fell to 104.1, below the expected 105.6[23] - Personal consumption expenditures rose by 0.7% in December, exceeding the expected 0.5%[20] Group 5: Global Economic Trends - The European Central Bank cut rates by 25 basis points, marking the fifth cut since June 2024[30] - Japan's central bank remains cautious about future rate hikes, citing stable inflation expectations[32]