美股周三收盘点评：三季度财报开启

Group 1 - Current market environment is favorable for risk assets, with a "risk-on" sentiment prevailing [1] - Emerging markets' stocks and currencies have risen due to strong corporate earnings and a weaker dollar [2] - Japanese stock market rebounded, driven by optimistic earnings and expectations of Fed rate cuts [3] Group 2 - European stock markets increased, supported by better-than-expected performances from LVMH and ASML, indicating strong high-end consumer demand [3] - U.S. stocks closed higher but below the day's peak, as investors weighed trade dynamics against corporate earnings [4] Group 3 - Traders are positioning in the SOFR options market, betting on a 50 basis point rate cut by the Fed before year-end, differing from current consensus [5] - UK gilt yields fell due to weak employment data and rate cut expectations, marking the largest four-day drop since April [6] Group 4 - The dollar weakened slightly against major currencies, influenced by changing trade rhetoric [7] - Gold and silver prices continued to rise, with Powell hinting at another rate cut in the upcoming Fed meeting [8]