Group 1 - The upcoming US September CPI data is a key focus for the market, with expectations of a 0.3% month-on-month increase and a 3.1% year-on-year growth, making it significant due to delays caused by the government shutdown [1] - Gold prices have seen a short-term adjustment after reaching new highs, with a drop below $4100, influenced by profit-taking, a rebound in the dollar, and reduced demand post-Diwali in India [2] - The US-China high-level talks are set to resume, with discussions expected to focus on rare earths, technology exports, and investment restrictions, which is viewed positively by the market despite existing differences [3] Group 2 - The US dollar index remains strong above the 99 mark, supported by safe-haven flows and liquidity, while the euro and pound struggle to gain momentum [4] - US stock futures have seen a slight increase, particularly in the tech sector, with Intel rising nearly 8% pre-market, indicating a reassessment of corporate earnings cycles [5] - The ongoing US government shutdown, now the second longest in history, continues to pose risks, alongside global sanctions and geopolitical tensions affecting market sentiment [6] Group 3 - CPI and trade negotiation outcomes are expected to be the main drivers of the market this week, with potential implications for risk and safe-haven assets depending on the inflation data and negotiation results [7]
【UNforex财经事件】CPI与贸易消息并行 市场谨慎中寻方向
Sou Hu Cai Jing·2025-10-24 11:24