2025年春节期间全球资产表现及海外要闻速览

Asset Performance - Precious metals, Hong Kong stocks, and VIX led global asset performance during the Spring Festival period, while Bitcoin and Nikkei 225 experienced significant declines[4] - The Indian SENSEX 30, gold, and German DAX also showed notable increases during this period[4] Economic Policies - The U.S. implemented a new round of tariffs, imposing a 25% tariff on imports from Canada and Mexico, and a 10% tariff on imports from China, effective February 4, 2025[24] - The tariffs are expected to have a short-term impact on the market, similar to previous trade tensions, but the effects may weaken over time[28] Central Bank Actions - The Federal Reserve maintained its policy rate at 4.25-4.50%, with market expectations for two rate cuts by the end of 2026[36] - The European Central Bank (ECB) cut rates by 25 basis points to 2.75%, with expectations for three more cuts in 2025[41] - The Bank of Japan raised its policy rate by 25 basis points to 0.5%, the highest level since 2008, with one more expected increase in 2025[42] Economic Data - The U.S. GDP growth for Q4 2024 was an annualized 2.3%, below the expected 2.6% and down from 3.1% in Q3 2024[44] - The U.S. January ISM Manufacturing PMI returned to expansion at 50.9, indicating improvements in demand and output[49]