美联储十月降息重大转折！10月19日，今日凌晨的四大消息正式来袭！

Group 1: Impact of Trump's H-1B Visa Policy - The new H-1B visa regulation increases application fees for high-skilled foreign workers to $100,000 from a few thousand dollars, significantly raising employment costs for companies, particularly small businesses and startups [1] - The policy contradicts the goal of boosting U.S. manufacturing, which requires more high-skilled workers, thus potentially leading to a talent drain to competing countries [1] Group 2: U.S. Defense Department's Cobalt Procurement Cancellation - The U.S. Defense Department canceled a $500 million cobalt procurement tender, which was intended to secure over 7,000 tons of alloy-grade cobalt for strategic reserves, marking the largest scale since the 1990s [3] - The cancellation highlights vulnerabilities in the U.S. supply chain for critical resources, as the country relies heavily on overseas suppliers, particularly from the Democratic Republic of Congo [3] Group 3: Federal Reserve's Interest Rate Decision - Ahead of the October 28-29 meeting, Federal Reserve officials are discussing potential interest rate cuts, with a consensus leaning towards a 25 basis point reduction, while some suggest a more aggressive 50 basis point cut [4] - The possibility of halting balance sheet reduction could signal increased liquidity in the market, positively impacting risk assets [4] Group 4: Overall Market Implications - The combination of these three developments suggests a reassessment of investment strategies in technology and resource sectors, as investors may reposition their portfolios in response to the changing landscape [4] - The uncertainty in U.S. policies and resource procurement may accelerate competition among global economies for talent and resources, potentially reshaping global supply chains [4]