Core Insights - The consumer confidence index in the U.S. for August is reported at 58.2, marking a decline of approximately 6% from July, and is the first decrease in four months [1] - The current economic conditions index fell from 68.0 in July to 61.7, while the consumer expectations index dropped from 57.7 to 55.9, which is also lower than the 72.1 recorded in August of the previous year [1] - A significant 43% of respondents indicated that high prices are affecting their standard of living, an increase from 39% in July, representing the highest level in nearly five months [1] Economic Environment - The trade environment continues to pose threats to various aspects of the economy, despite consumers no longer fearing catastrophic scenarios following the tariff announcements in April [1] - The percentage of respondents mentioning tariffs or taxes as negative factors for car purchases rose from 57% in July to nearly 62% in August, the highest level since May [1] - Respondents generally expect high price pressures to persist for an extended period [1] Labor Market Expectations - Following a slight improvement in July, expectations for the U.S. labor market worsened in August, with approximately 63% of respondents anticipating an increase in the unemployment rate over the next year, up from 37% in the same period last year [1]

Core Insights - The final consumer confidence index for August in the U.S. is reported at 58.2, marking a decline of approximately 6% from July, and is the first decrease in four months [1] - The current economic conditions index fell from 68.0 in July to 61.7, while the consumer expectations index dropped from 57.7 to 55.9, which is also lower than the 72.1 recorded in August of the previous year [1] - A significant 43% of respondents indicated that high prices are affecting their living standards, an increase from 39% in July, representing the highest level in nearly five months [1] - Approximately 63% of respondents expect the unemployment rate to rise over the next year, up from 37% in the same period last year, indicating a deterioration in labor market expectations [1]

每经AI快讯，8月29日，美国8月密歇根大学消费者信心指数终值为58.2，预估58.6，前值58.6。 ...

Core Insights - The American consumer confidence index decreased from a revised 98.7 in July to 97.4 in August, indicating growing concerns about employment and income overshadowing optimism about the current and future business environment [1] Group 1: Consumer Confidence - The assessment index for current business and employment market conditions fell by 1.6 points to 131.2 [1] - The consumer expectations index, reflecting short-term income prospects and business conditions, dropped by 1.2 points to 74.8, significantly below the recession warning threshold of 80 [1] Group 2: Employment and Income Outlook - Consumer evaluations of current employment conditions have declined for the eighth consecutive month, while expectations for current business conditions have improved, somewhat offsetting the decline in the current index [1] - There is a slight increase in consumer pessimism regarding future employment conditions and a decrease in optimism about future income [1] Group 3: Inflation and Tariff Concerns - Consumers are increasingly concerned about tariffs, which are linked to worries about rising prices [1] - The average inflation expectation for the next 12 months rose to 6.2% in August, up from 5.7% in July, but still below the peak of 7.0% in April [1]

Group 1 - The consumer confidence index in the U.S. for August is reported at 97.4, showing a slight decline of 1.3 from July's revised data [1] - The present situation index, which assesses consumers' views on current business and labor market conditions, is at 131.2, down 1.6 from July [1] - The expectations index, reflecting consumers' short-term outlook on income, business, and labor market conditions, stands at 74.8, a decrease of 1.2 from July [1] Group 2 - The consumer confidence index for individuals under 35 has decreased, while those aged 35 to 55 remained stable, and the index for those over 55 has increased [1] - Concerns regarding tariffs have risen among consumers, with worries that tariffs may lead to increased prices and inflation rates [2] - The average inflation expectation for the next 12 months has increased to 6.2% in August, up from 5.7% in July, although it remains below the peak of 7% in April [2]

据美国世界大型企业联合会26日发布的数据，截至20日，8月美国消费者信心指数下降1.3点至97.4。其 中，消费者对当前商业和就业市场条件的评估指数下降1.6点至131.2。反映短期收入前景、商业和就业 市场环境的消费者预期指数下降1.2点至74.8，继续低于通常显示将出现经济衰退的临界点80。 （文章来源：央视新闻） ...

Economic Indicators - Durable Goods Orders for July decreased by -2.8%, an improvement from the consensus estimate of -4.0% and the previous month's -9.4%, which was the lowest since April 2020 [2] - Excluding Transportation orders, Durable Goods Orders increased by +1.1%, the highest since September of the previous year [3] - Shipments of Durable Goods showed a +0.7% increase, marking the strongest performance of 2025 so far [3] Housing Market - Case-Shiller Home Prices for June rose by +2.1%, which is 20 basis points below expectations and down from +2.8% in May, representing the lowest level since July 2023 [4] - Year-over-year Housing Wealth increased by +1.9%, which is below the inflation rate of +2.7% in June [4] - New York City saw a +7.0% increase in housing value over the past year, while Tampa, San Francisco, and Dallas experienced declines of -2.4%, -2.0%, and -1.0% respectively [5] Company News - Eli Lilly reported a -10.5% average reduction in body weight from its phase-3 testing of a new weight loss pill, with shares up +2.5% following the announcement [6] - The Bank of Montreal (BMO) exceeded earnings expectations by +9.9%, reporting $2.33 per share compared to the consensus of $2.12, while The Bank of Nova Scotia (BNS) reported a +7% earnings beat at $1.37 per share versus the expected $1.28 [7]

【风险提示】根据外汇管理相关规定，买卖外汇应在银行等国家规定的交易场所进行。私自买卖外汇、 变相买卖外汇、倒买倒卖外汇或者非法介绍买卖外汇数额较大的，由外汇管理机关依法予以行政处罚； 构成犯罪的，依法追究刑事责任。 （责任编辑：王治强 HF013） 每经AI快讯，8月26日，法国8月消费者信心指数降至87，预期为89。 每日经济新闻 ...

报告导读： 本周鲍威尔在杰克逊霍尔央行年会上表态超预期转鸽，美国资产价格演绎降息 交易，美元走弱， 10 年期美债利率回落，美股反弹。我们认为 9 月美联储可能开启降 息，但是预防式基调和通胀影响下，速度不会太快，预计年内最多降息 2 次。欧央行方 面，通胀已不再是关注焦点， 9 月或按兵不动。 全球大类资产表现： 本周（ 2025.8.18-2025.8.22 ）， 全球大类资产价格中，主要经济体股市多数上涨。 其中，上证综指上涨 3.5% ，恒生指数上涨 0.3% ，标普 500 上涨 0.3% ，日经 225 指数下跌 1.7% ，发达市场股票指数上涨 0.4% ，优于新兴市场涨幅（ 0% ）。 大宗商品价格涨跌互现， 其中， IPE 布油期货上涨 2.5% ，标普 - 高盛商品指数上涨 2.1% ，伦敦金现上涨 1.1% ，南华商品指数下跌 0.4% 。 债市方 面， 10 年期美债收益率较前一周回落 7BP 至 4.26% 。美元指数较前一周下降 0.12% ，报收 97.72 ，日元升值 0.15% ，美元兑日元收 146.94 。 美国经济： 制造业景气度有所回升。 8 月美国 Markit 制 ...

黄金上周逆袭，U型反转调整后，再次上演绝地反击，整体逆袭70美金，多头强势归来，下个目标想着3400挺进。 我们7月和8月，整体策略持续稳健获利。 | | | | | 【8位数黄金团队】1标准手跟单情况 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 間期 | 时间 | 品种 | 方向 | 进场 | 止损 | 止盈 | 平台 | 净收获 | 净盈亏 | | | 6月19日 金 | | ਡੇ | 3348 | 3343 | 3378 | 3378 | 30 | 3000 | | 6月 | 6月26日 金 | | 2 | 3347 | 3353 | 3318 | 3321 | 25 | 2500 | | | 6月27日 金 | | ਵੇ | 3271 | 3266 | 3290 | 3279 | 6 | 600 | | | 6月30日 金 | | 22 | 3297 | 3300 | 3275 | 3276 | 20 | 2000 | | | 7月3日 金 | | 후 | 3339 | 3345 | 3300 ...