Group 1 - LME copper prices rose by $56.5, or 0.59%, closing at $9,687.0 per ton on August 4, supported by supply concerns but limited by global economic worries [1][2] - LME copper has rebounded by 20% since hitting a 16-month low in April, but has retreated from over $10,000 in early July [3] - A mining accident in Chile's El Teniente mine, which produced 356,000 tons of copper last year, has halted operations, raising supply concerns [3] Group 2 - Mitsubishi Materials is considering reducing copper concentrate processing at its Onahama smelting and refining plant, indicating potential supply issues in Japan [3] - Recent U.S. employment data showed weaker-than-expected job growth, with only 73,000 new jobs added in July, raising concerns about economic growth [3] - The U.S. unemployment rate slightly increased to 4.2%, with significant downward revisions to previous months' job growth figures [3]

Group 1: Economic Policies - The U.S. plans to implement tariffs on Mexico and Canada as scheduled on March 4, with further tariffs on EU goods expected soon[3] - The Federal Reserve officials express concerns about inflation risks and economic growth, suggesting a cautious approach to interest rate adjustments[4] - Japan's central bank is closely monitoring U.S. policies and their potential impact on global and domestic economies[15] Group 2: Market Performance - U.S. stock indices showed mixed results, with the S&P 500 down 1.0%, while the Dow Jones increased by 1.0% and the Nasdaq fell by 3.5%[17] - The 2-year U.S. Treasury yield dropped by 20 basis points to 3.99%, and the 10-year yield fell by 18 basis points to 4.24%[21] - The dollar index rose by 0.86% to 107.56, while the euro and pound fell by 0.79% and 0.42% respectively against the dollar[25] Group 3: Economic Indicators - U.S. new home sales in January were annualized at 657,000, below the expected 680,000, marking a 10.5% month-over-month decline[6] - The PCE price index in January rose by 2.5% year-over-year, aligning with expectations, but personal consumption expenditures weakened[6] - Durable goods orders in January increased by 3.4% year-over-year, significantly higher than the previous -3.5%[8]