Group 1 - The article discusses the decline in equity assets and commodities, with major indices such as the Hang Seng Technology Index down 7.2% and the Nasdaq down 2.7% [2][3] - The US 10-year Treasury yield decreased by 8.0 basis points to 4.06%, while the US dollar index rose by 0.9% to 100.15 [2][15] - The article highlights the mixed performance of emerging market indices, with Istanbul's National 30 Index up 4.2% and the Ho Chi Minh Index up 1.2%, while the Korean Composite Index and Brazilian IBOVESPA Index fell by 3.9% and 1.9% respectively [3][11] Group 2 - The article notes that the US announced a trade framework agreement with Argentina, Ecuador, Guatemala, and El Salvador to lower food tariffs, particularly on products like coffee and bananas [49] - Japan's government introduced a comprehensive economic stimulus plan amounting to 21.3 trillion yen, aimed at boosting GDP through various subsidies and investments [66] Group 3 - The article reports that the US cumulative fiscal deficit for 2025 reached $1.64 trillion, with total expenditures of $7.22 trillion and tax revenues of $4.44 trillion [56][57] - The article mentions that the market anticipates a nearly 70% probability of a Federal Reserve rate cut in December, influenced by recent dovish comments from the New York Fed President [71][72]
海外高频 | 特朗普下调食品关税，高市早苗推出财政刺激草案 （申万宏观·赵伟团队）
申万宏源宏观·2025-11-23 10:51