海外经济政策跟踪：金银铜续创新高，人民币汇率破7

Group 1: Market Performance - Precious metals like gold, silver, and copper have reached new highs due to multiple factors including supply constraints and geopolitical risks[1] - Major stock indices saw increases: Nikkei 225 up 2.5%, Shanghai Composite up 1.9%, Emerging Markets up 1.7%, S&P 500 up 1.4%, Developed Markets up 1.1%, and Hang Seng up 0.5%[7] - Commodity prices rose broadly: COMEX copper up 6.7%, London gold up 4.4%, S&P-Goldman Commodity Index up 1.6%[7] Group 2: Economic Indicators - The US GDP grew by 2.33% year-on-year and 4.30% quarter-on-quarter in Q3, marking the fastest growth in two years[11] - US industrial output increased by 2.29% year-on-year and 0.22% month-on-month in November, exceeding expectations[13] - Eurozone consumer confidence fell to -14.6 in December, the lowest in three months, down from -14.2[20] Group 3: Policy Developments - The US has postponed additional tariffs on Chinese semiconductors to stabilize trade relations[24] - The US Treasury Secretary hinted at significant changes to the Federal Reserve's policy framework, advocating for a more flexible inflation target[24] - Japan plans to implement a record initial budget of 122.3 trillion yen for FY2026, a 6.3% increase from FY2025[27]