国际金融市场早知道：10月27日

Group 1 - IMF calls for ASEAN countries to strengthen macroeconomic fundamentals, reduce bureaucratic red tape, and maintain a vibrant private sector to ensure healthy credit market development [1] - The U.S. government is pushing regulatory agencies to expedite approval processes for the growing data center industry, limiting project review timelines to 60 days, down from an average wait time of over 5 years [1] - The U.S. and Vietnam have reached a reciprocal trade framework, maintaining a 20% tariff while addressing agricultural market access barriers [2] - The U.S. and Thailand have issued a joint statement maintaining a 19% tariff on Thailand, while Thailand will eliminate tariffs on approximately 99% of U.S. goods [2] Group 2 - The U.S. has signed trade and key mineral agreements with Malaysia, upgrading their relationship to a comprehensive strategic partnership, and has also signed a trade agreement with Cambodia [3] - India is reportedly very close to finalizing a free trade agreement with the U.S., with final details being adjusted [4] - Japan's Prime Minister emphasizes addressing rising prices as a priority, proposing responsible fiscal policies to support industries like AI and provide subsidies to alleviate burdens on low- and middle-income groups [4] - The European credit rating agency Scope Ratings has downgraded the U.S. credit rating to AA- due to deteriorating public finances and weakened governance standards [4] Group 3 - U.S. manufacturing, services, and composite PMIs for October have rebounded, performing better than expected [5] - The final consumer confidence index for October in the U.S. has dropped to 53.6, with the current conditions index hitting a new low since August 2022 [6] - The Eurozone's October manufacturing PMI has risen to 50, with the services sector reaching a 14-month high and the composite PMI increasing to 52.2 [7] - Japan's core CPI for September has increased by 2.9%, marking the first acceleration in four months [8]