美股本周引领亚洲股市冲高，美联储10月或再迎降息

Group 1 - The U.S. government shutdown has delayed the release of key economic data, including the non-farm payrolls, leading to a strong expectation of a rate cut by the Federal Reserve in October [2][4] - The S&P 500 index closed the week with a 0.81% increase, continuing a slow upward trend since September, which has also positively impacted Asian markets, particularly the Korean KOSPI index, which saw an almost 11% increase for the month [3][8] - Analysts note that despite a lack of new data, the market is almost certain that the Federal Reserve will cut rates on October 30, with previous expectations of strong employment data now diminished [3][5] Group 2 - The second quarter GDP growth in the U.S. was revised upward from 3.3% to 3.8%, marking the fastest growth since the third quarter of 2023, with consumer spending also increasing from 1.6% to 2.5% [4][5] - The Federal Reserve's recent decision to cut rates by 25 basis points to a range of 4.00%-4.25% indicates a potential for two more rate cuts within the year, with Goldman Sachs predicting cumulative cuts of three times by 2025 [5][6] - The resilience of the U.S. economy has surprised many, with the MAP index for measuring economic surprises reaching its highest level since January, and the Atlanta Fed's GDP tracking for the third quarter at 3.8% [6][7] Group 3 - The strong performance of U.S. stocks, particularly in September, which is typically a weak month, has been attributed to the AI wave, with several Wall Street firms projecting the S&P 500 index to exceed 7000 points [6][7] - The ongoing demand for AI-related investments is driving the Korean stock market higher, with significant news surrounding companies like SK Hynix and Samsung [8][9] - The upcoming Japanese leadership election could significantly impact fiscal and monetary policies, influencing asset prices in the yen market, with potential candidates showing varying political stances [9][10]