今夜，利好！大涨，创新高！

Core Viewpoint - US stock markets surged to new highs, driven by unexpectedly low inflation data, which bolstered investor optimism regarding potential interest rate cuts by the Federal Reserve [2][3]. Economic Indicators - The Dow Jones Industrial Average rose over 500 points, while the Nasdaq and S&P 500 increased by more than 1% [2]. - The September Consumer Price Index (CPI) showed a month-on-month increase of 0.3% and a year-on-year increase of 3%, both lower than Dow Jones' forecasts of 0.4% and 3.1% respectively [2]. - Core CPI, excluding food and energy, rose 0.2% month-on-month and 3% year-on-year, also below expectations [2]. Federal Reserve Outlook - Analysts expect the Federal Reserve to proceed with planned interest rate cuts in the upcoming meeting, with a possibility of another cut in December [3]. - Market traders are betting on a cumulative reduction of 120 basis points in the next 12 months, bringing the benchmark borrowing rate down to 2.9%, below the neutral level of 3% [3]. Consumer Sentiment - Consumer confidence fell to a five-month low in October, with a final index value of 53.6, down from 55.1 in September [6]. - Consumers expect a long-term inflation rate of 3.9% over the next 5 to 10 years, slightly up from 3.7% the previous month [6]. - The current conditions index dropped to its lowest level since August 2022, indicating persistent concerns over high prices and inflation [7].