【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 澳新银行研究部分析师在一份研究报告中称，在决策者发表偏宽松言论后，对降息的预期正在升温。美 联储理事克里斯托弗·沃勒表示，劳动力市场足够疲软，有理由在12月再次降息。与此同时，纽约联邦 储备银行行长约翰·威廉斯表示，他仍然认为有进一步降息的空间。 每日经济新闻 11月26日，受降息预期升温催化，金价震荡攀升，黄金期货价格盘中一度突破4200美元，创近两周新 高，截至收盘，COMEX黄金期货涨0.45%报4196.10美元/盎司，截至亚市收盘，黄金ETF华夏 （518850）跌0.04%，黄金股ETF（159562）跌0.19%。 消息面上，美联储发布褐皮书显示，根据美联储12个辖区中的大部分报告，自上次报告以来，经济活动 基本持平；不过有2个辖区指出经济小幅下滑，1个辖区报告经济小幅增长。整体前景基本未变，部分人 士指出未来几个月经济活动放缓的风险加大。美国 ...

Core Insights - Brazil's federal tax revenue for August amounted to 2087.9 billion reais, marking a year-on-year decline of approximately 1.5% when adjusted for inflation [1] Group 1: Tax Revenue Performance - The tax revenue figure for August 2023 ranks as the second highest for the same month since 1995, only slightly lower than the 2119.7 billion reais recorded in August 2024 [1] - The decline in tax revenue is attributed to a slowdown in economic activity, particularly in industrial production, consumption, and retail sectors [1] Group 2: External Factors Impacting Revenue - The postponement of federal tax payments by companies in Rio Grande do Sul due to flooding in May 2024 contributed to an inflated tax revenue figure in August 2022, affecting year-on-year comparisons [1]

Economic Overview - The U.S. economy is experiencing a slight slowdown, attributed to tariffs and high uncertainty, as indicated by the Federal Reserve's Beige Book [1] - The U.S. private sector added only 37,000 jobs in May, marking the lowest growth since March 2023, suggesting a potential loss of economic momentum [2] - The non-manufacturing PMI in the U.S. fell to 49.9, indicating a contraction in service sector activity for the first time since June 2024 [2] Fiscal Policy and Budget - The Congressional Budget Office estimates that the Trump tax reform and spending bill could increase the U.S. budget deficit by over $2.42 trillion over the next decade, reducing revenues by $3.67 trillion while cutting spending by $1.25 trillion [1] Monetary Policy - The Bank of Canada maintained its interest rate at 2.75% for the second consecutive time, indicating potential future rate cuts if economic weakness persists [2] - The European Central Bank approved Bulgaria's application to adopt the euro by January 1, 2026, making it the 21st member of the Eurozone [1] Market Dynamics - The Dow Jones Industrial Average fell by 0.22%, while the S&P 500 and Nasdaq Composite saw slight increases of 0.01% and 0.32%, respectively [4] - Gold futures rose by 0.60% to $3,397.40 per ounce, while oil prices for both WTI and Brent crude fell by approximately 1% [4] Bond Market - U.S. Treasury yields declined across various maturities, with the 2-year yield down by 8.25 basis points to 3.862% and the 30-year yield down by 10.76 basis points to 4.877% [5] Currency Market - The U.S. dollar index decreased by 0.47%, while the euro and British pound appreciated against the dollar [5]