金价，爆发！重要信号，事关美联储降息

Group 1 - The U.S. federal government has entered a shutdown for the first time in nearly seven years, with some agencies ceasing operations. However, investors believe this shutdown will be a short-term event and will not significantly harm the U.S. economy [1] - President Trump announced an agreement with Pfizer to voluntarily lower drug prices in the U.S., which is seen as a way for Pfizer to avoid stricter drug pricing policies and tariff threats, positively impacting the pharmaceutical sector. Pfizer's stock rose nearly 6.8% [1] - Major pharmaceutical companies' stocks generally increased, contributing to a collective rise in the three major U.S. stock indices, with the S&P 500 reaching a record closing high [1] Group 2 - The ISM Manufacturing PMI for September was reported at 49.1, indicating a contraction for the seventh consecutive month, with new orders declining and manufacturing activity shrinking across 11 industries [3] - The ADP reported a decrease of 32,000 jobs in the private sector for September, marking the largest decline since March 2023, with previous month's data also revised downwards. This unexpected weakness in employment data has heightened market expectations for further interest rate cuts by the Federal Reserve [5] Group 3 - In Europe, the EU plans to raise steel import tariffs to support local producers against U.S. trade barriers, leading to a rise in European steel stocks. Healthcare stocks in Europe also benefited from the positive sentiment in U.S. markets, with AstraZeneca, Merck, Roche, and Novo Nordisk seeing significant stock price increases [7] - All major European stock indices closed higher, with the FTSE 100 up 1.03%, CAC 40 up 0.90%, and DAX up 0.98% [7] Group 4 - U.S. crude oil inventories increased more than expected, contributing to a bearish outlook on oil prices amid weak demand. As a result, international oil prices fell, with WTI crude closing at $61.78 per barrel, down 0.95%, and Brent crude at $65.35 per barrel, down 1.03% [9] - The uncertainty from the U.S. government shutdown has heightened investor risk aversion, leading to a decline in the dollar index and bolstering expectations for further rate cuts by the Federal Reserve, which has positively impacted gold prices. Gold futures reached a new closing high of $3,897.5 per ounce, up 0.63% [11]