Group 1 - The article discusses the decline in equity assets and commodities, with major indices such as the Hang Seng Technology Index down by 7.2% and the Nasdaq down by 2.7% [2][3][11] - The S&P 500 sectors showed mixed performance, with communication services, healthcare, and consumer staples rising by 3.0%, 1.8%, and 0.8% respectively, while information technology, consumer discretionary, and energy sectors fell by 4.7%, 3.3%, and 3.1% [6][11] - The 10-year U.S. Treasury yield decreased by 8.0 basis points to 4.06%, while the dollar index increased by 0.9% to 100.15, indicating a stronger dollar against other currencies [15][23] Group 2 - The U.S. announced a trade framework agreement with Argentina, Ecuador, Guatemala, and El Salvador to lower food tariffs, aiming to alleviate rising food prices due to tariffs and supply shocks [49][50] - Japan's government approved a comprehensive economic stimulus plan worth 21.3 trillion yen, focusing on short-term subsidies, crisis management investments, and defense spending to boost GDP [66] - The U.S. cumulative fiscal deficit for 2025 reached $1.64 trillion, with total expenditures of $7.22 trillion and tax revenues of $4.44 trillion, indicating a significant fiscal imbalance [56][57]
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）
赵伟宏观探索·2025-11-25 04:27