Group 1 - The market anticipates that the Federal Reserve will lower interest rates by 64 basis points by the end of the year, an increase from the previous expectation of 51 basis points [1] - Risk assets have risen due to the interest rate cut expectations, with U.S. Treasury yields and the dollar index declining, while European and U.S. stock index futures have seen slight increases [1] - The S&P 500 futures rose by approximately 0.38%, while the Nasdaq 100 futures increased by about 0.5% [10][11] Group 2 - European stocks mostly saw slight increases, with the German DAX up by 0.47% and the French CAC 40 up by 0.38% [2] - The Nikkei 225 index in Japan rose by 1.6%, while the South Korean KOSPI fell by 0.9% [3] Group 3 - The benchmark 10-year U.S. Treasury yield fell by over 2 basis points [4] - The U.S. dollar index decreased by approximately 0.4%, reaching its lowest level since April 2022 [5] - The onshore and offshore Chinese yuan rose above 7.16 against the dollar, marking a new high in over seven months [6][16] Group 4 - Spot gold prices surpassed $3,350 per ounce, while spot silver saw a short-term increase of over 1% [7][19] - Crude oil prices, including WTI and Brent, rose by about 0.3% [8][21] Group 5 - Bitcoin increased by approximately 1.4%, and Ethereum rose by about 1.8% [9] - Micron Technology's strong earnings report indicated robust demand for AI-related chips, leading to gains in tech stocks such as Micron, AMD, and Nvidia [10][11] Group 6 - NATO leaders agreed to increase defense spending to 5% of GDP, which is expected to benefit defense contractors and lead to a significant rise in military orders [12] - The Australian drone defense company DroneShield saw its stock rise over 7%, with a cumulative increase of about 200% this year [12] Group 7 - The Asian currencies are experiencing inflows, with the Asian currency index reaching an eight-month high, as fund managers believe there is still room for appreciation [13] - The Chinese yuan has appreciated by approximately 0.37% against the dollar this year, with the offshore yuan rising over 2.3% [16]