Summary of Important News from Yesterday and This Morning (2026-02-03)

1. The Korean stock market triggered a circuit breaker after a sharp decline.
2. SpaceX confirms merger with xAI.
3. The European Union considers banning the import of Russian metals such as copper and platinum.
4. France's National Assembly officially passes the 2026 fiscal budget.
5. Trump: Investigations into Federal Reserve Chair Powell should be carried out thoroughly.
6. ISM data shows that U.S. manufacturing returns to expansion territory after one year.
7. Trump plans to establish a $12 billion critical minerals strategic reserve called the "Vault Plan."
8. Due to partial government shutdown, the U.S. Bureau of Labor Statistics delays the employment report originally scheduled for Friday.
9. Federal Reserve's Bostic: The economy is resilient, and inflation remains high; no rate cuts expected in 2026.
10. It is reported that the Iranian president has ordered the start of a special negotiation on nuclear issues with the U.S.; U.S. envoy and Iranian foreign minister to meet in Turkey on the 6th.
11. Overnight Market — Precious metals continue to fall sharply, with spot gold and silver fluctuating by $480 and $16.6 respectively; international oil prices drop over 5%; U.S. stocks open lower but rebound, Dow up 1%; dollar up 0.6%; U.S. 2-year Treasury yields down about 4 basis points.
12. Trump: Reached a trade agreement with India, reducing tariffs from 25% to 18%; India will lower trade barriers and purchase over $500 billion worth of U.S. products; India will stop buying Russian oil and purchase U.S. oil, possibly buying Venezuelan oil as well. White House: Cancels the 25% tariffs imposed on India for buying Russian oil.
#加密市场回调 #美联储人事与宏观政策影响