每日机构分析：9月29日

Group 1: Eurozone Inflation and Central Bank Policies - Pantheon Macroeconomics suggests that inflation in the Eurozone may be higher than expected, with economists predicting a rate of 2.2%, but the actual figure could be around 2.4% due to low base effects in France and Spain, putting pressure on the European Central Bank's hopes for rate cuts by year-end [1] - Standard Chartered Bank maintains its view that the Reserve Bank of Australia will keep the cash rate at 3.60% in the upcoming meeting, but unexpected economic data and rising CPI could increase the risk of pausing rate cuts in Q4 [1] - Nomura forecasts increased volatility in the USD/JPY exchange rate, with attention on the Bank of Japan's upcoming Tankan survey and U.S. government shutdown developments affecting market sentiment [1] Group 2: Japan's Inflation and Economic Measures - Capital Economics indicates that Tokyo's lower-than-expected CPI exaggerates the speed of inflation slowdown across Japan, with overall inflation expected to drop by about 0.7 percentage points due to measures like free childcare [2] - The nationwide inflation rate, excluding fresh food and energy, is projected to decrease from 3.3% to 3.1% [2] - Capital Economics maintains that the Bank of Japan will resume tightening policies in the October meeting despite the recent CPI data [2] Group 3: Emerging Markets and Trade Uncertainty - Asian currencies and emerging market stocks rose as the dollar fell, but uncertainty surrounding a potential U.S. government shutdown could limit the gains [2] - Galaxy Securities notes that Singapore's manufacturing outlook is weak due to trade uncertainties, with factory output declining by 7.8% year-on-year, particularly in the electronics and biopharmaceutical sectors [2] - Indian bond traders are hopeful for a dovish signal from the Reserve Bank of India to revive market sentiment, with potential rate cuts expected to lower 10-year bond yields [3]