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本周外盘看点丨美国政府停摆何时休,美联储将发布会议纪要
Di Yi Cai Jing·2025-10-06 03:05

Market Overview - The U.S. government shutdown has led to a delay in the release of official economic data, including the September employment report, which was originally scheduled for October 3 [3] - The S&P 500 index rose by 1.09%, the Dow Jones by 1.10%, and the Nasdaq by 1.32% over the past week, while European indices also performed well, with the FTSE 100 up 2.22% and the DAX 30 up 2.69% [1] Federal Reserve and Interest Rates - Investors are anticipating a 97% probability of a 25 basis point rate cut by the Federal Reserve in October and an 85% probability of another cut in December [4] - The upcoming Federal Reserve meeting minutes and speeches from officials, including Chairman Powell, are expected to provide insights into future monetary policy [3][4] Gold and Oil Prices - International gold prices have reached a new high, closing at $3,880.80 per ounce, marking a 2.77% increase for the week, driven by concerns over the prolonged government shutdown and expectations of interest rate cuts [6] - In contrast, international oil prices have dropped significantly, with WTI crude oil falling 7.36% to $60.88 per barrel, influenced by OPEC+ production increases and seasonal demand declines [6] European Economic Indicators - The European Central Bank (ECB) is set to release the minutes from its September meeting, with inflation in the Eurozone rising from 2.0% to 2.2% [7] - The upcoming budget announcement from the UK government is anticipated to be a significant indicator, with concerns over the economic outlook reflected in the low demand for UK 10-year government bonds [7][8] Upcoming Economic Data Releases - Key economic data releases this week include the Michigan Consumer Confidence Index and various manufacturing and trade data from Germany and the Eurozone [9]