Wind万得·2025-05-27 22:47Group 1 - The U.S. has postponed the decision to impose high tariffs on the EU, signaling a de-escalation in trade tensions, which has positively impacted financial markets [1] - The U.S. stock market saw significant gains, with the Dow Jones up 1.78%, S&P 500 up 2.05%, and Nasdaq up 2.47%, indicating a rise in investor risk appetite [1] - The U.S. dollar index rose by 0.5% to 99.49, reflecting a shift in capital flows towards the dollar, while gold and silver prices fell [4][5] Group 2 - The U.S. consumer confidence index for May exceeded expectations, with improved outlooks on the economy, job market, and household income, closely linked to optimism about trade negotiations [7] - The technology sector was a major driver of the market rebound, with Tesla shares rising nearly 7% and other tech giants like Nvidia and AMD also performing strongly [9] - Over 95% of S&P 500 companies have reported earnings, with nearly 78% exceeding market expectations, indicating robust corporate profitability [9] Group 3 - The upcoming Federal Reserve meeting minutes and the core Personal Consumption Expenditures (PCE) price index data for April are key focus areas for the market, as they may provide insights into the Fed's policy direction amid high inflation and economic slowdown [11] - Minneapolis Fed President Kashkari supports maintaining current interest rates until clearer signals emerge regarding the global trade situation, highlighting the dual effects of tariffs on inflation and economic activity [11]