海外高频 | 特朗普解雇理事库克，金银价格共振大涨（申万宏观·赵伟团队）

Group 1 - The article discusses the rapid appreciation of the Renminbi and the simultaneous surge in gold and silver prices, with COMEX gold rising by 3.0% to $3475.5 per ounce and COMEX silver increasing by 6.7% to $40.3 per ounce [2][39] - The S&P 500 index fell by 0.1%, while the French CAC40 dropped by 3.3%, indicating a decline in developed market indices [2][3] - Emerging market indices showed mixed results, with Brazil's IBOVESPA rising by 2.5% and India's SENSEX30 falling by 1.8% [3][11] Group 2 - The article highlights the impact of political events in France, where Prime Minister Borne's proposed €44 billion austerity plan led to a significant drop in the CAC 40 index and a spike in bond yields, raising concerns about the government's stability [47] - The U.S. Treasury auction results indicate strong demand for short-term and floating rate bonds, with the 6-month bond showing a bid-to-cover ratio of 3.36, reflecting robust investor interest [51][52] Group 3 - The article notes that the U.S. fiscal deficit for the year 2025 has reached $1.14 trillion, with total expenditures of $5.31 trillion and tax revenues of $3.29 trillion, indicating a significant increase in fiscal spending compared to the previous year [54][56] - The article mentions that the Federal Reserve's recent actions, including the dismissal of Governor Cook by Trump, have led to fluctuations in stock and bond markets, with a potential shift in the balance of power within the Fed [63][73] Group 4 - The article reports that the U.S. PCE price index for July matched market expectations at 2.6%, while core PCE inflation was at 2.9%, indicating stable inflationary pressures [81] - Initial jobless claims in the U.S. were reported at 229,000, lower than market expectations, suggesting a resilient labor market [84]