Market Overview - US stock index futures showed mixed performance, with Dow futures down 0.02%, S&P 500 futures up 0.25%, and Nasdaq futures up 0.49% [1] - European indices also experienced gains, with Germany's DAX up 1.27%, UK's FTSE 100 up 0.04%, France's CAC40 up 1.41%, and the Euro Stoxx 50 up 1.52% [2] Employment Data - The ADP report indicated a surprising decrease of 32,000 jobs in September, contrasting with Wall Street's expectation of an increase of 45,000, signaling a significant deterioration in the US job market [3] - This unexpected data has led investors to anticipate two more rate cuts by the Federal Reserve before the end of the year [3] Manufacturing Sector - The US manufacturing PMI for September recorded at 49.1, indicating a contraction for the seventh consecutive month, although it improved from August's 48.7 [4] - The output index returned to expansion at 51, while the new orders index fell to 48.9, and the export orders index dropped to 43, reflecting weak external demand [4] Layoffs and Employment Trends - In September, US employers announced 54,064 layoffs, a decrease of 37% from August and a 26% drop from the previous year [5] - Year-to-date layoffs reached 946,426, the highest since the pandemic, and 55% higher than the same period last year [5] Federal Reserve and Economic Data - The government shutdown has complicated the Federal Reserve's ability to interpret economic data, according to FOMC member Goolsbee [6] - Concerns about inflation in the service sector were reiterated, indicating persistent price pressures [6] Trade and Tariffs - The EU plans to increase steel import tariffs to 50% to protect its domestic steel industry, aligning its tariffs with those of the US [6] Investment Insights - Goldman Sachs remains bullish on gold, citing strong interest from private investors, with expectations for gold prices to reach $4,300 per ounce by the end of next year [7] - AMD is reportedly in talks with Intel for potential chip manufacturing collaboration, which could significantly impact Intel's contract manufacturing business [8] Corporate Transactions - Berkshire Hathaway announced a $9.7 billion acquisition of Occidental Petroleum's chemical division, marking a significant transaction ahead of CEO Warren Buffett's planned transition [8] - Stellantis reported a 6% increase in third-quarter vehicle sales in the US, reaching 324,825 units, with Jeep and Chrysler brands showing notable growth [9]
美股前瞻 | 三大股指期货涨跌不一 美国9月份裁员人数下降，年初至今裁员总数高于2024年全年
智通财经网·2025-10-02 12:19