Group 1 - The U.S. Consumer Price Index (CPI) for September is set to be released, with expectations for core CPI to rise by 0.3% month-on-month and remain at 3.1% year-on-year, making it a crucial indicator ahead of the Federal Reserve's meeting in late October [1] - If inflation continues to cool, market expectations for two rate cuts this year may increase; conversely, a higher-than-expected CPI could lead to significant short-term volatility and reignite rate hike bets [1][2] - Gold prices fell below $4100 during European trading, influenced by a rebound in the dollar, improved risk appetite, and a decrease in physical demand following India's festival season; however, medium-term support for gold remains due to U.S. fiscal deadlock and global geopolitical risks [1] Group 2 - The U.S. dollar index has maintained a high level around 99, benefiting from capital inflows and safe-haven buying ahead of the CPI data release; the euro is consolidating around 1.16, while the pound has struggled to break above 1.33 despite a brief rebound [2] - U.S. stock futures showed moderate gains, with the Dow Jones futures up approximately 0.16% and the S&P 500 futures rising by 0.26%, driven by positive earnings expectations, particularly in tech stocks like Intel [2] - The ongoing U.S. government shutdown, now the second-longest in history, continues to pose risks, while geopolitical tensions globally are affecting market sentiment; investors are advised to closely monitor the CPI release and subsequent Federal Reserve comments for insights into risk appetite [2][3]
【UNforex财经事件】通胀与贸易共振 黄金震荡回调 市场静待CPI信号
Sou Hu Cai Jing·2025-10-24 13:59