Group 1 - The Federal Reserve remains highly sensitive to inflation fluctuations, with ongoing price pressures from tariffs and immigration policies complicating anti-inflation trends [1] - The U.S. September CPI report is expected to show a year-on-year increase of 3.1%, marking a 16-month high, which will test the Fed's monetary policy direction [2] - Japan's rising inflation, with the consumer price index accelerating to 2.9% in September, opens the door for a potential interest rate hike by the Bank of Japan in December [3] Group 2 - South Korea's GDP growth is projected to accelerate in Q3, with a median forecast of 1.0% quarter-on-quarter growth and 1.5% year-on-year growth, driven by government cash subsidies and strong exports [3] - The Malaysian ringgit is expected to trade around 4.20 against the U.S. dollar, with potential upward movement due to anticipated Fed rate cuts [4] - Russia's central bank may halt or slow its rate-cutting cycle due to inflation risks exacerbated by attacks on oil refineries and upcoming tax increases [5]
每日机构分析：10月24日
Sou Hu Cai Jing·2025-10-24 08:08