海外高频 | 特朗普提名米兰为美联储理事（申万宏观·赵伟团队）

Group 1 - Developed markets' stock indices experienced a rebound, with the Nasdaq index rising by 3.9%, and the S&P 500 increasing by 2.4% [2][3] - Emerging market indices mostly saw gains, with the Ho Chi Minh index up by 6.0% and the Cairo CASE 30 up by 4.7%, while the Indian SENSEX fell by 0.9% [3][11] - The Hang Seng Index and related indices all rose, with the Hang Seng Index increasing by 1.4% and the Hang Seng Tech Index by 1.2% [11] Group 2 - The majority of sectors in the S&P 500 saw increases, particularly Information Technology, Consumer Discretionary, and Communication Services, which rose by 4.3%, 3.8%, and 3.3% respectively [6] - In the Eurozone, sectors such as Financials, Materials, and Industrials also saw gains, with increases of 5.8%, 3.5%, and 2.8% respectively [6] Group 3 - The prices of major commodities showed mixed results, with WTI crude oil falling by 7.8% to $63.9 per barrel, while coking coal prices rose by 12.3% to 1,227 yuan per ton [26][30] - Precious metals prices increased, with COMEX gold rising by 1.3% to $3,403.5 per ounce and COMEX silver up by 4.4% to $38.4 per ounce [30][31] Group 4 - The U.S. announced new tariffs on semiconductor imports, imposing a 100% tariff on all imported semiconductor chips, effective August 7, while also increasing tariffs on Indian goods by 25% [32][34] - The U.S. Treasury held several bond auctions, with the 10-year Treasury yield at 4.26%, indicating weaker demand for long-term bonds [34] Group 5 - The U.S. ISM Services PMI for July was reported at 50.1, below the market expectation of 51.5, indicating a potential slowdown in the services sector [40] - Upcoming U.S. CPI data is anticipated, with consensus predicting a core CPI increase of 0.3% for July, which may influence future Federal Reserve rate decisions [43][44] Group 6 - Germany's industrial production for June fell by 1.9%, significantly below the expected decline of 0.5%, suggesting ongoing economic challenges [46]