【真灼财经】鲍威尔警惕通胀；中国促外央行黄金入保税仓

Group 1 - Federal Reserve Chairman Powell reiterated the need to remain vigilant about inflation, indicating that there is no risk-free path ahead for the Fed, with short-term inflation risks skewed to the upside and employment risks skewed to the downside [1][4]. - U.S. stock markets declined after three consecutive days of record closing highs, as Powell emphasized the need to balance inflation concerns with a weakening job market [2][4]. - The Chicago Fed President suggested that further rate cuts should be approached with caution, while Fed Governor Bowman advocated for decisive action to support the labor market [4]. Group 2 - The S&P PMI data indicated that U.S. business activity expanded at the slowest pace in three months in September, with cooling demand limiting companies' ability to raise prices and offset tariffs [4]. - The OECD noted that the global economy has shown stronger resilience than expected in recent months, but it will still face significant impacts from Trump's tariffs [5]. - JPMorgan CEO Dimon commented on the unexpected new regulations regarding H-1B visa application fees, predicting a potential reduction of up to 5,500 immigrant work permits per month [5]. Group 3 - Oil prices increased by over $1 per barrel due to stalled negotiations regarding the resumption of oil exports from the Iraqi Kurdish region, alleviating some investor concerns about global supply surplus [2][9]. - Gold prices reached record highs driven by geopolitical uncertainties and China's push for foreign central banks to store gold domestically [2][9]. - Micron Technology reported a strong quarterly revenue outlook, boosted by the surge in demand for high-end storage chips driven by artificial intelligence computing investments [6]. Group 4 - Cathie Wood's fund resumed building a position in Alibaba (BABA.US) after four years, with the total value of these shares amounting to approximately $16.3 million [7]. - China is reportedly promoting the storage of foreign central banks' gold reserves in domestic bonded warehouses to enhance its position in the international gold market [7]. - The Hong Kong-listed company Aobo Holdings plans to issue dim sum bonds to raise at least 1 billion RMB, with the three-year bonds potentially being marketed as early as next month [8].