中国7月官方制造业PMI为49.3，预期49.7，前值49.7；非制造业PMI为50.1，预期50.3，前值50.5；综合PMI为50.2，前值50.7。 https://t.co/nHn2KnFYUy ...

Economic Data Review - U.S. durable goods orders in June fell by 9.3% month-on-month, the largest decline since April 2020[1] - July manufacturing PMI in the U.S. dropped to 49.5, the lowest since December 2024[7] - Eurozone manufacturing PMI in July reached 49.8, the highest since July 2022[7] U.S. Economic Indicators - The WEI index for the U.S. decreased to 2.22% from 2.34% in the previous week[10] - The Redbook retail sales year-on-year growth in the U.S. fell to 5.1%, down from 5.2%[12] - The 30-year mortgage rate in the U.S. decreased to 6.74% from 6.75% the previous week[15] Financial Conditions - Bloomberg financial conditions index for the U.S. rose to 0.644 from 0.549 a week earlier[29] - The offshore dollar liquidity improved, with the 3-month basis swap for JPY/USD at -22.3589bp, up from -24.6876bp a week prior[31] - The 10-year bond yield spread between the U.S. and Eurozone narrowed to 167.7bp from 168.3bp[33]

Market Insights - President Trump visited the Federal Reserve and described the discussions with Chairman Powell on interest rates as "very productive," indicating a close observation of the committee's rate-setting process [1] - The European Central Bank (ECB) paused its interest rate cuts for the first time since June 2024, highlighting trade disputes as a major source of policy uncertainty [1] - The EU member states voted to impose counter-tariffs on $93 billion worth of U.S. products, which will automatically take effect if trade negotiations fail by August 7 [1] Economic Indicators - The U.S. manufacturing PMI fell to 49.5, the lowest since December 2024, while the services PMI rose to 55.2, marking the highest since December 2024 [2] - The Eurozone's manufacturing PMI reached 49.8, the highest since July 2022, with the services PMI unexpectedly rising to 51.2, pushing the composite PMI to 51, above market expectations [2] - South Korea's GDP grew by 0.6% quarter-on-quarter in Q2, driven by a recovery in consumption and improved exports [2] Commodity and Currency Markets - COMEX gold futures fell by 0.77% to $3,371.3 per ounce, while silver futures decreased by 0.55% to $39.285 per ounce [4] - U.S. oil futures rose by 1.39% to $66.16 per barrel, and Brent crude increased by 0.96% to $68.48 per barrel [5] - The U.S. dollar index increased by 0.29% to 97.49, with various currency pairs showing mixed performance against the dollar [5][6]

Group 1 - The preliminary value of the S&P Global Manufacturing PMI for July in the U.S. is 49.5, which is below the expected 52.7 and the previous value of 52.9 [1]

Group 1 - The UK's July composite PMI preliminary value recorded at 51.0, marking a two-month low [1] - The services PMI index preliminary value recorded at 51.2, also a two-month low [1] - The manufacturing output PMI preliminary value recorded at 50.0, reaching a nine-month high [1] - The manufacturing PMI recorded at 48.2, indicating a six-month high [1]

英国7月制造业PMI初值 48.2，预期48，前值47.7。 ...

欧元区7月制造业PMI初值 49.8，预期49.7，前值49.5。 ...

欧元区7月制造业PMI初值将于十分钟后公布。 ...

Group 1 - The preliminary manufacturing PMI for Germany in July is 49.2, which is below the expected 49.5 and an increase from the previous value of 49 [1] - The preliminary composite PMI for July is reported at 50.3, lower than the expected 50.7 and slightly above the previous value of 50.4 [1]

德国7月制造业PMI初值 49.2，预期 49.5，前值 49。 ...