海外宏观周报：美联储理事任命风波延续-20250901

Group 1: U.S. Economic Policy - The Trump administration announced a plan to impose a 50% tariff on Indian products and indicated high tariffs on imported furniture[1] - U.S. new home sales in July fell 0.6% to an annualized rate of 652,000, exceeding market expectations of 630,000[1] - The U.S. Q2 GDP annualized growth rate was revised to 3.3%, higher than the expected 3.1%[1] - The core PCE price index for July rose 2.9% year-on-year, the highest since February 2025, matching expectations[1] - The probability of a 25 basis point rate cut in September increased from 75% to 86.4%[1] Group 2: European Economic Policy - The Eurozone economic sentiment index fell to 95.2 in August, down from 95.7 in July, breaking previous market expectations for a slight recovery[1] - The European Commission proposed legislative measures to implement tariff reductions on U.S. industrial goods and ensure U.S. tariff reductions on EU automobiles[1] Group 3: Global Market Performance - Global stock markets showed mixed performance, with most Asian markets rising while European and U.S. markets faced pressure[1] - The 10-year U.S. Treasury yield fell by 3 basis points to 4.23%, while 20-30 year yields rose, indicating inflation concerns[1] - Gold prices increased due to rising concerns over the credibility of the U.S. dollar amid the Federal Reserve appointment controversy[1]