北京时间10月10日深夜，美股三大指数直线跳水。截至收盘，道指大跌1.9%，纳指暴跌3.56%，标普 500指数暴跌2.71%。欧洲多国股市尾盘亦全线跳水，截至收盘，欧洲斯托克50指数跌1.75%，德国 DAX30指数、法国CAC40指数、意大利富时MIB指数均跌超1%。油价急挫，WTI原油暴跌超4.24%，逼 近年内低点；布伦特原油暴跌4.62%。 （编辑：朱紫云 审核：何莎莎 校对：燕郁霞） 中经记者 郝亚娟 夏欣 上海 北京报道 全球金融市场全线重挫，"避险之王"黄金大涨。截至10月11日10时，COMEX黄金期货价格最高触及 4038.6美元/盎司。 ...

勒科尔尼在电视讲话中坦言："我无法履行总理职务，因为条件没有得到满足。"他还称，法国议会中的 其他政党未能作出必要妥协："我已准备好作出妥协，但每个政党都期待其他政党全盘接受其议程。" 勒科尔尼是马克龙在过去两年内任命的第五位总理，同时也成为自1958年第五共和国成立以来任期最短 的总理。事实上，自2024年法国提前举行大选后未能产生拥有绝对多数的政党后，法国政治运作长期陷 入瘫痪状态。 沙夫里克认为："政治问题意味着法国所面临的任何问题都将难以得到解决。" 据央视新闻，当地时间10月6日，法国总理勒科尔尼向总统马克龙递交辞呈，马克龙已接受辞呈。 就在前一晚，勒科尔尼刚刚完成其内阁部长成员的任命工作。此时，距离马克龙任命勒科尔尼为新任法 国总理的9月9日尚不足一个月。 原本计划于当地时间周二（10月7日）提交部长会议审议的法国国家预算草案，也因此打乱了时间表， 引发市场波动。截至第一财经记者发稿时，法国CAC40指数下跌1.5%，欧元兑美元汇率下挫0.66%。此 外，法国30年期政府债券收益率一度冲高至4.441%，创下一个月新高，之后略有回落。 是什么引发强烈反弹 对外经济贸易大学法国经济研究中心主任、巴黎 ...

Group 1 - The core viewpoint of the article highlights the weakening U.S. employment data, which has led to an increase in expectations for interest rate cuts by the Federal Reserve [2][54][62] - The S&P 500 index rose by 0.3%, while the Hang Seng Index increased by 1.4% during the week [2][3] - The U.S. 10-year Treasury yield fell by 13.0 basis points to 4.1%, and the dollar index decreased by 0.1% to 97.74 [2][3] Group 2 - The article notes that the U.S. added only 22,000 jobs in August, significantly below the expected 75,000, with the unemployment rate rising to 4.3% [62][73] - The ADP reported an increase of 54,000 jobs in August, also below the expected 68,000 [62] - Job openings in July were reported at 7.181 million, lower than the expected 7.382 million, indicating a weakening demand in the labor market [62] Group 3 - The article discusses the performance of various sectors, with communication services, consumer discretionary, and healthcare sectors showing increases of 5.1%, 1.6%, and 0.3% respectively in the S&P 500 [7] - In the Hang Seng Index, healthcare, materials, and consumer discretionary sectors rose by 7.1%, 6.6%, and 3.6% respectively [10] - Conversely, energy, financials, and utilities sectors in the S&P 500 saw declines of 3.5%, 1.7%, and 1.1% respectively [7] Group 4 - The article highlights that the market is now shifting from rate cut expectations to recession trading due to the disappointing employment data [72] - The Federal Reserve's expectation for a 50 basis point rate cut in September has increased following the weak employment figures [54][62] - The article emphasizes the importance of upcoming CPI data and the potential for further adjustments in employment figures [54][62]

Market Overview - US stock market was closed on September 1 due to Labor Day holiday [1] - European major indices saw slight increases, with Germany's DAX up 0.57%, France's CAC40 up 0.05%, and UK's FTSE 100 up 0.1% [1] Commodity Prices - International precious metals futures generally rose, with COMEX gold futures up 0.84% at $3545.8 per ounce and COMEX silver futures up 2.46% at $41.725 per ounce [1] - US crude oil main contract increased by 0.94% to $64.61 per barrel, while Brent crude oil main contract rose by 1.01% to $68.16 per barrel [1] Currency and Metal Markets - At the New York close, the US dollar index fell by 0.18% to 97.68, and the offshore RMB against the US dollar decreased by 131 basis points to 7.1351 [1] - Most London base metals saw price increases, with LME lead up 0.80% at $2007.00 per ton, LME zinc up 0.50% at $2833.00 per ton, and LME nickel up 0.35% at $15475.00 per ton; however, LME copper fell by 0.27% to $9875.00 per ton [1] Bond Market - Eurozone bond yields generally increased, with the UK 10-year government bond yield rising by 3 basis points to 4.750%, France's by 2.5 basis points to 3.534%, Germany's by 2.2 basis points to 2.744%, Italy's by 2.2 basis points to 3.606%, and Spain's by 2.1 basis points to 3.349% [1]

Group 1 - Major European stock indices opened mostly higher, with the German DAX30 index rising by 0.38% [1] - The UK FTSE 100 index experienced a slight decline of 0.1% [1] - The French CAC40 index increased by 0.26%, while the Euro Stoxx 50 index rose by 0.41% [1]

Core Viewpoint - Major European stock indices opened collectively higher following the agreement between the US and EU on a 15% tariff rate [1] Group 1: Stock Market Performance - The German DAX30 index rose by 1.07% [1] - The UK FTSE 100 index increased by 0.41% [1] - The French CAC40 index saw a gain of 0.7% [1] - The European Stoxx 50 index climbed by 1.22% [1]

Market Performance - The German DAX30 index opened on July 23 with an increase of 256.27 points, representing a rise of 1.07%, reaching 24283.44 points [1] - The UK FTSE 100 index opened on July 23 with an increase of 44.04 points, representing a rise of 0.49%, reaching 9067.85 points [1] - The French CAC40 index opened on July 23 with an increase of 91.97 points, representing a rise of 1.19%, reaching 7836.38 points [1] - The Euro Stoxx 50 index opened on July 23 with an increase of 49.77 points, representing a rise of 0.94%, reaching 5340.25 points [1] - The Spanish IBEX35 index opened on July 23 with a decrease of 37.45 points, representing a decline of 0.27%, reaching 13984.85 points [1] - The Italian FTSE MIB index opened on July 23 with an increase of 338.85 points, representing a rise of 0.84%, reaching 40504.00 points [1]

Core Viewpoint - The global capital markets are experiencing a rare and unusual phenomenon where both stock markets and commodities are rising simultaneously, despite the decline in oil and gold prices [1][4][7]. Group 1: Stock Market Performance - Major global stock indices have seen significant increases, with the US stock market reaching historical highs after a downturn earlier in the year [1][4]. - The Shanghai Composite Index has stabilized above 3400 points, marking a new high for the year [1]. - European indices such as France's CAC40, Germany's DAX, and the UK's FTSE 100 have also shown positive performance [1]. Group 2: Commodity Market Trends - Commodities like copper, aluminum, and lead have experienced price increases, with copper prices surpassing $5 and aluminum reaching a three-month high [6][25]. - In contrast, oil and gold prices have declined, with Brent crude falling from $79 to $66 and gold dropping from 3452 to 3289 [8][9]. Group 3: Underlying Factors - The rise in global stock markets is closely linked to the depreciation of the US dollar, which has fallen from 101 to 97 since May [14][13]. - The US government's intention to weaken the dollar is aimed at reducing debt pressure and encouraging capital repatriation [16][15]. - The expectation of increased US debt and monetary easing by the Federal Reserve is driving market sentiment [22][21]. Group 4: Capital Flow Dynamics - The disparity in commodity price movements is influenced by US purchasing behavior, with the US prioritizing the accumulation of certain commodities while neglecting others like oil and gold [28][27]. - The capital flow towards commodities that the US is willing to stockpile indicates a strategic approach to manage future costs amid a weaker dollar [24][25]. Group 5: Future Outlook - The upcoming month of July is critical, with potential further interest rate cuts and significant legislative actions expected [35][34]. - The overall market sentiment is characterized by uncertainty, particularly regarding the credibility of the dollar and US debt [39][40]. - Despite the current stock market rally, there are concerns that it may be a prelude to a downturn, necessitating caution and preparation for potential risks [41][42].

Group 1 - The German DAX index fell by 0.48% [1] - The UK FTSE 100 index decreased by 0.31% [1] - The Euro Stoxx 50 index declined by 0.44% [1] Group 2 - The French CAC 40 index opened down by 0.55% [2]

Market Performance Summary - The German DAX30 index closed down by 130.17 points, a decrease of 0.55%, ending at 23325.30 points [1] - The UK FTSE 100 index closed up by 9.44 points, an increase of 0.11%, ending at 8843.47 points [1] - The French CAC40 index closed down by 27.61 points, a decrease of 0.36%, ending at 7656.12 points [1] - The European Stoxx 50 index closed down by 20.23 points, a decrease of 0.38%, ending at 5268.45 points [1] - The Spanish IBEX35 index closed up by 6.61 points, an increase of 0.05%, ending at 13914.81 points [1] - The Italian FTSE MIB index closed up by 24.78 points, an increase of 0.06%, ending at 39412.00 points [1]