吴说本周宏观指标与分析:美日欧央行利率决议、美国 PCE
Sou Hu Cai Jing·2025-10-26 23:57

Core Insights - The US September CPI was slightly below expectations at 3%, leading traders to increase bets on two more 25 basis point rate cuts by the Federal Reserve this year [1] - The upcoming week will focus on key interest rate decisions from the Federal Reserve, Bank of Japan, and European Central Bank, as well as the US September core PCE data [1] Economic Indicators - The US September unadjusted CPI year-on-year rate was 3%, with expectations at 3.10% and a previous value of 2.90% [1] - The US September unadjusted core CPI year-on-year rate was also 3%, matching expectations and the previous value of 3.10% [1] - China's third-quarter GDP year-on-year growth was reported at 4.8%, slightly above the forecast of 4.7% but below the previous value of 5.2% [1] - The University of Michigan's consumer confidence index for October was finalized at 53.6, below expectations of 55 and the previous value of 55 [1] Upcoming Events - Key events include the Federal Reserve's FOMC rate decision and press conference on October 30, along with the release of the US third-quarter GDP and core PCE data on the same day [2] - President Trump is scheduled to visit South Korea and Japan, with significant economic discussions expected [2]