邦达亚洲:经济数据表现疲软 欧元刷新6周低位

Group 1: Federal Reserve Meeting Minutes - The Federal Reserve lowered the benchmark interest rate by 0.25 percentage points to a range of 4% to 4.25% during the September meeting, marking the first rate cut of the year [1] - Most officials expressed a willingness for further rate cuts in the remaining months of the year, while also remaining cautious due to inflation risks [1] - A minority of officials were hesitant about the rate cut, suggesting that maintaining the current rate could have been justified [1] Group 2: French Political Instability - French Prime Minister Sébastien Lecornu's sudden resignation has caused political turmoil, leading to uncertainty among investors and governments regarding budget deficits and political crises [2] - Concerns are rising that this instability could threaten the broader Eurozone economy, with some diplomats indicating that France's situation could jeopardize the entire Eurozone [2] - The crisis has significantly impacted investor confidence in France, which is the second-largest economy in the EU, amidst slow economic growth and high borrowing costs [2] Group 3: Currency Market Movements - The US Dollar Index rose, reaching a nine-week high, supported by increased risk aversion and weak economic data from Germany [3] - The Euro experienced a downward trend, hitting a six-week low, influenced by the strengthening US Dollar and concerns over political uncertainty in France [4] - The British Pound also declined slightly, affected by the rising US Dollar and weak employment data from the UK, alongside expectations of another rate cut by the Bank of England [5]