罗德里格斯说，尽管面临单边强制措施，委内瑞拉仍显示出经济结构的韧性与恢复能力。她强调，委内 瑞拉保持对石油和天然气储备的主权控制，这一方针至今仍是本国经济模式的重要支柱。 新华财经加拉加斯12月4日电（记者缪培源田睿）委内瑞拉副总统罗德里格斯4日表示，尽管长期面临外 部制裁压力，委内瑞拉经济仍保持区域领先增长势头。 罗德里格斯当天在向委全国代表大会提交2026年预算案时说，委内瑞拉今年迄今为止国内生产总值 （GDP）累计增速已达到8.5%，高于联合国拉丁美洲和加勒比经济委员会10月对该国的6%全年增长预 测。 委内瑞拉央行此前公布的数据显示，今年一至三季度经济同比增速分别为9.32%、6.65%和8.71%。 罗德里格斯提交的预算案显示，委2026年预算总额超5万亿玻利瓦尔（约合197亿美元），其中近78%将 用于社会项目。 （文章来源：新华社） ...

Core Insights - The UK government's budget proposal is viewed as the last obstacle before the Bank of England can consider interest rate cuts [1] - The budget has a dual impact on inflation; increased taxation may suppress demand and contribute to deflation, while rising business costs could lead to higher prices, creating a "second wave" of inflation [1] - Conditions for a potential interest rate cut in December are gradually forming, but the Bank of England will first assess the impact of the budget proposal before approving further monetary easing [1]

Market Dynamics - The stock market momentum has weakened, with indices like Nasdaq dropping over 2% and European markets declining approximately 1% [1] - President Trump signed a bill approved by Congress, effectively ending the government shutdown, but the market seems to have already priced in this outcome [1] - The primary concern now is whether upcoming official data will support or oppose the Federal Reserve's further easing policies, particularly the expected rate cut in December [1] - Fed Chair Powell indicated that a third risk management rate cut is not guaranteed, yet the market maintains a high certainty (about 70%) for this outcome [1] Interest Rate Outlook - The probability of a rate cut in December has fallen below 50% for the first time, as indicated by ICMarkets [3] - Minneapolis Fed's Kashkari expressed a wait-and-see attitude towards a December rate cut, opposing the October cut due to strong economic fundamentals and high inflation [3] - Cleveland Fed's Harmack reiterated support for pausing rate cuts next month, emphasizing that inflation concerns outweigh labor market worries [3] - The 30-year Treasury auction saw a tail of $25 billion, with long-end performance being weak, while U.S. Treasury yields generally rose by 2.2 to 5 basis points [3] Currency Movements - The euro to dollar exchange rate rebounded due to interest rate influences but faced resistance near 1.1630 due to U.S. risk aversion [4] - The dollar/yen momentum encountered resistance at the 155 mark, indicating a loss of support for the dollar index [4] - The Chinese yuan appreciated to 7.096 against the dollar, marking its strongest level since October 2024, although weaker-than-expected monthly data limited further appreciation [4] - The euro to pound exchange rate rose to approximately 0.885, the highest since April 2023, amid speculation regarding the UK budget and tax rate adjustments [4] Employment and Economic Reports - The monthly employment report from KPMG and REC indicated the first growth in temporary worker paychecks in 16 months, while permanent job recruitment trends have slowed for the fourth consecutive month [5] - Despite economic weakness and uncertainty surrounding the government budget, employers remain cautious about new hiring [5] - A joint statement from the U.S. government and four Latin American countries announced a reduction in tariffs on various domestically produced goods, including bananas, coffee, and beef, aimed at alleviating the cost of living crisis [5]

法国总理勒科尔尼呼吁与议员举行闭门对话，以推动预算案通过。但社会党领袖表示，该党不会认可当 前版本的预算案。政府需安抚社会党成员，因为后者已威胁称，若预算法案中未显著提高对富人的征税 力度，将通过不信任动议迫使勒科尔尼下台。 ...

美国总统特朗普：（就预算案）我对我在众议院的共和党朋友们说，保持团结，投赞成票。 ...

特朗普认为欧盟的提议不如其他提议。 特朗普50%关税威胁是对欧盟（谈判）节奏的回应。 美国财长贝森特：4月2日实施的90天暂停（关税措施）是基于善意谈判。 预计参议院不会对预算案做出太大修改。 ...

美国财长贝森特：预计参议院不会对预算案做出太大修改。 ...