Group 1: Economic Indicators - The U.S. Consumer Price Index (CPI) rose by 3% year-on-year in September, marking the highest level since June 2024, and a month-on-month increase of 0.3%, which was lower than the expected 0.4% [1] - The CPI report is significant as it is the only official economic data released during the U.S. federal government shutdown, which has lasted four weeks [1] - The White House indicated that inflation data might not be released next month due to the government shutdown, emphasizing the potential disastrous consequences of missing economic data [1] Group 2: Market Reactions - Following the release of the CPI data, major U.S. stock index futures saw an increase, with the Dow Jones futures rising by 1.02%, S&P 500 futures by 0.77%, and Nasdaq 100 futures by 1.04% [1] - Traders have increased bets on the Federal Reserve potentially lowering interest rates two more times within the year [2] Group 3: Geopolitical Developments - A special representative from Russia confirmed arrival in the U.S. to continue dialogue, emphasizing the importance of understanding and respecting Russia's national interests [4] - The U.S. military is deploying the "Ford" aircraft carrier strike group to Latin American waters, aimed at combating transnational crime and drug terrorism [6][7] Group 4: Economic Forecasts - The International Monetary Fund (IMF) raised its economic growth forecast for the Asia-Pacific region to 4.5% for 2025, an increase of 0.6 percentage points from previous predictions [10] - The IMF noted that Asia will remain a crucial engine for global growth, contributing approximately 60% to global growth over the next two years [11] Group 5: Stock Market Trends - The A-share market has shown renewed upward momentum, with major indices reaching new highs, driven by policy direction and easing U.S.-China trade tensions [13] - Analysts suggest that the market's upward trend is supported by government policies aimed at boosting consumption and investment, particularly in technology and advanced manufacturing sectors [13][14] - Small-cap stocks are outperforming large-cap stocks, reflecting a shift in market risk appetite, influenced by expectations of further interest rate cuts by the Federal Reserve [16][17]
突发,美军部署航母打击群!俄总统特别代表抵美!美重磅经济数据发布!A股,重新向上!
Qi Huo Ri Bao·2025-10-25 00:14