吴说本周宏观指标与分析：美联储、欧央行会议纪要

Core Insights - The U.S. non-farm payroll report for September has not been released due to the government shutdown, with the ADP employment number showing a decrease of 32,000, the largest drop since March 2023, against an expectation of a 50,000 increase and a previous value of 54,000 [1] - Market participants are increasing bets on two further interest rate cuts by the Federal Reserve within the year [1] - The Bank of Japan's monetary policy meeting summary indicated that two members proposed a rate hike [1] - China's official manufacturing PMI for September rose to 49.8 [1] - The Bank of Canada’s meeting minutes suggest that inflation risks have diminished, shifting the policy focus towards addressing economic weakness [1] Upcoming Events & Indicators - On October 6, OpenAI will hold the 2025 Developer Conference in San Francisco [2] - On October 8, the Reserve Bank of New Zealand will announce its interest rate decision, and Federal Reserve Governor Barr will speak [2] - On October 9, the Federal Reserve will release the minutes from its monetary policy meeting, and the European Central Bank will publish the September monetary policy meeting minutes [2] - On October 10, the U.S. will report the preliminary one-year inflation expectations for October and the preliminary consumer confidence index from the University of Michigan [2]