环球市场动态

Group 1 - The European Central Bank (ECB) lowered interest rates by 25 basis points to 3.75%, aligning with market expectations, while raising inflation forecasts for this year and next [12][19][22] - The probability of a second rate cut by the end of the year is approximately 75%, with expectations for further cuts in October and December [12][19] - The report highlights a strong performance in the software sector, with expectations for revenue growth driven by AI contributions, despite recent valuation corrections [24] Group 2 - The report notes that the Mexican peso fell by 2.6% due to the ruling party's commitment to reform proposals [9] - In the Asian markets, the Taiwan stock market saw the largest increase, with a rise of 1.94% to 21,902 points, while other regional indices also experienced gains [53] - The report indicates that the coal industry is expected to see improved demand in the second half of 2024, driven by seasonal increases and policy effects [52]