海外高频 | 美方宣布已与中国签署正式贸易协议（申万宏观·赵伟团队）

Group 1 - The article highlights that the S&P 500 and Nasdaq indices reached new highs, while the US dollar index weakened significantly, dropping by 1.5% to 97.26 [1][2] - The US and China signed a formal trade agreement, which includes China lifting its ban on rare earth exports and the US canceling export bans on ethane, chip software, and jet engines [1][64] - The Federal Reserve officials expressed divided views on interest rate cuts, with some supporting a cut in July while others advocated for a wait-and-see approach [1][70] Group 2 - The article reports that major developed market indices, including the Nikkei 225 and Nasdaq, saw significant increases of 4.6% and 4.2% respectively [2] - Emerging market indices also showed positive performance, with the Cairo CASE30 index rising by 9.1% [2] - The article notes that the majority of sectors in the S&P 500 experienced gains, particularly communication services, information technology, and consumer discretionary, which rose by 6.2%, 4.7%, and 4.4% respectively [8] Group 3 - The article mentions that the 10-year US Treasury yield fell by 9 basis points to 4.3%, while yields in other developed countries showed mixed results [20] - Emerging market 10-year Treasury yields displayed varied movements, with Vietnam's yield rising by 2 basis points to 3.3% [26] - The article indicates that the US dollar index's decline led to appreciation of other currencies, including the British pound and euro, which rose by 2.0% and 1.7% respectively [32] Group 4 - The article states that WTI crude oil prices fell by 11.3% to $65.5 per barrel, while other commodities like焦煤 (coking coal) increased by 6.6% to 848 yuan per ton [46] - The performance of base metals was generally positive, with LME copper rising by 2.1% to $9,855 per ton [53] - The article also notes that inflation expectations decreased by 4 basis points to 2.3% [57]