每经AI快讯，1月3日，墨西哥12月制造业指数为46.2，非制造业指数为49.5。 ...

转自：新华财经 【资讯导读】 •特朗普呼吁新任美联储主席"择机降息" •意大利通过争议预算案 拟将央行黄金"国有化" •美国Q3 GDP增速创两年新高 初值达4.3%远超预期 【市场资讯】 •美国总统特朗普发文表示，希望下一任美联储主席在经济与市场表现强劲时果断降息，而非因通胀担 忧过早收紧政策。他批评当前市场逻辑扭曲——"好消息反成利空"，强调低利率有助于推高股市、刺激 经济并缓解住房负担，并称股市繁荣或可带动美国GDP年增幅达10%至20%。 •意大利参议院通过2026年预算案，其中包含一项将央行持有的2453吨黄金"归全体国民所有"的修正条 款。此举已遭欧洲央行两次警告，批评者担忧黄金储备或被用于填补财政缺口，威胁央行独立性与金融 稳定。 •美国第三季度实际GDP年化季环比初值录得4.3%，显著高于市场预期的3.3%，为2023年以来最快增 速，显示经济韧性依然强劲。 •美国第三季度核心PCE物价指数年化季率初值上涨2.9%，与预期一致，较第二季度终值2.6%有所回 升；整体PCE物价指数初值上涨2.8%，亦符合预期，表明通胀仍处于温和上行通道。 •受运输设备需求疲软拖累，美国10月耐用品订单环比下降2 ...

（文章来源：新华财经） 纽约联储最新数据显示，12月制造业指数大幅下滑至-3.9，远低于预期的10.0，结束连续两个月扩张。 当前商业活动小幅收缩，出货量减弱、投入品供应趋紧。 ...

Group 1 - The long-term support level for the monthly chart is at 3230, indicating a bullish outlook for long-term investors [1] - The weekly chart shows a support level at 3900, suggesting a medium-term bullish sentiment [1] - The daily chart indicates a bearish trend with a support level at 4090, which may signal short-term selling opportunities [1] Group 2 - The monthly chart for oil indicates a resistance level at 63.40, reflecting a long-term bearish outlook [3] - The weekly chart shows a resistance level at 60.30, suggesting a medium-term bearish sentiment [3] - The daily chart indicates a resistance level at 59.30, reinforcing the bearish trend [3] Group 3 - Key economic data to watch includes Germany's Q3 GDP final value at 15:00, UK CBI retail sales at 19:00, and Alibaba's earnings call at 20:30 [5] - Additional important U.S. economic indicators include September retail sales at 21:30, PPI year-on-year and month-on-month at 21:30, and FHFA house price index at 22:00 [5] - The report also highlights the importance of the consumer confidence index and Richmond Fed manufacturing index, both scheduled for 23:00 [5]

Group 1 - The October consumer confidence index from the Conference Board is reported at 94.6, which is an improvement from the previous month's revised figure of 95.6, marking the best level since August [1][2] - The present situation index is at 129.3, significantly better than the expected 125.4, and has been upgraded from a previous reading of 127.5, also the highest since August [2] - The expectations index has decreased to 71.5 from last month's 73.4, marking the weakest level since June when it was just under 70 [2] Group 2 - The Richmond Fed's manufacturing index for October is reported at -4, which is less negative than expected, while the services index comes in at -1, the strongest read since August [2][3] - The market is observing a consistent trend with the 10-year note potentially closing between 3.95% and 4.03% for the 13th consecutive session [3]

Group 1 - The US dollar continues to rebound, with the AUD/USD exchange rate slightly declining to 0.6609, down 0.05%, indicating low trading activity ahead of significant upcoming events [1] - US Treasury yields have collectively risen, with the 10-year yield increasing by 3.2 basis points to 4.108%, marking the first consecutive rise since early September and the largest two-day increase in a month [1] - A report from the US Labor Department showed that initial jobless claims fell by 33,000 to 231,000, significantly below economists' expectations of 240,000, reversing the previous week's surge [1] - The Philadelphia Fed manufacturing index for September rose to 23.2, well above the expected 2.5 and the previous value of -0.3, indicating a strong recovery in factory output despite a decline in price indicators [1] Group 2 - The Reserve Bank of Australia (RBA) Chairman will speak in the House of Representatives on Monday, and the August CPI data will be released on Wednesday, which is the last CPI data before the RBA's interest rate decision on September 30 [2] - The short-term support area for the AUD/USD exchange rate is near the lower Bollinger Band around 0.6590-95, with resistance levels at 0.69435 [2]

Group 1 - The most actively traded gold futures for December 2025 fell by 0.04% to $3,381.70 per ounce, with a cumulative decline of 3.14% for the week [1] - Economic data released on the same day showed mixed results, leading to minimal changes in gold prices [1] - The U.S. Department of Commerce reported a 0.5% month-over-month increase in retail sales for July, marking the second consecutive month of significant growth, with a year-over-year increase of 3.9%, surpassing the expected 3.5% [1] Group 2 - The New York Federal Reserve reported that the manufacturing index for New York State rose to 11.9 in August from 5.5 in July, significantly exceeding expectations of a decline to 0.0, indicating further expansion in manufacturing activity [1] - The University of Michigan's preliminary consumer confidence index for August was reported at 58.6, down from 61.7 in July and below expectations of 62 [1] Group 3 - Silver futures for September delivery fell by 0.13% to $38.02 per ounce, with a cumulative decline of 1.35% for the week [2]

Group 1 - The Reserve Bank of Australia will release the minutes from the July monetary policy meeting at 09:30 [1] - A press conference regarding the foreign exchange income and expenditure data for the first half of the year will be held by the State Council Information Office at 15:00 [1] - Bank of England Governor Bailey and other officials will deliver speeches at 17:15 [1] Group 2 - Federal Reserve Chairman Powell will give a welcome address at a regulatory meeting at 20:30 [1] - The Richmond Fed Manufacturing Index for July will be released at 22:00 [1] - Federal Reserve Governor Bowman will host a fireside chat at 01:00 the next day [1] - The last trading of NY crude oil August futures will be completed at 02:30 the next day [1] - API crude oil inventory data for the week ending July 18 will be released at 04:30 the next day [1]

Group 1 - The Summer Davos Forum is scheduled to take place [1] - NATO heads of state and government will hold a summit [1] - Germany's IFO Business Climate Index for June will be released at 16:00 [3] Group 2 - The UK CBI Industrial Order Expectations for June will be announced at 18:00 [4] - The US current account for Q1 and Canada's CPI for May will be reported at 20:30 [5] - The US FHFA House Price Index for April and the S&P/CS 20-City Composite Home Price Index for April will be released at 21:00 [6] Group 3 - ECB President Lagarde will deliver a speech at 21:00 [6] - Federal Reserve's Harker will discuss monetary policy at 21:15 [7] - The US Consumer Confidence Index and Richmond Fed Manufacturing Index for June will be published at 22:00 [8] Group 4 - Fed Chair Powell will present the semi-annual monetary policy report at 22:00 [8] - Bank of England Governor Bailey will attend the House of Lords Economic Affairs Committee meeting at 22:00 [8] - Fed's Harker will participate in a panel discussion at 22:15 [9] Group 5 - Fed's Williams will speak the following day at 00:30 [10] - API crude oil inventory data for the week ending June 20 will be released at 04:30 [11]

Group 1 - The Summer Davos Forum is scheduled to take place, which may influence global economic discussions and investment sentiments [1] - NATO heads of state and government will hold a summit, potentially impacting defense and geopolitical investment strategies [1] - Key economic indicators will be released, including Germany's IFO Business Climate Index and the UK's CBI Industrial Orders Balance, which could affect market forecasts and sector performance [1] Group 2 - The U.S. will release its first-quarter current account data, which is crucial for understanding trade balances and foreign investment flows [1] - The U.S. will also publish the FHFA House Price Index and the S&P/CS 20-City Composite Home Price Index, providing insights into the real estate market trends [1] - The European Central Bank President Lagarde will deliver a speech, which may provide guidance on monetary policy and its implications for the Eurozone economy [1]