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STARTRADER:美联储议息会议能否成为市场的转折点?
Sou Hu Cai Jing·2025-10-29 09:58

Group 1 - The Federal Open Market Committee (FOMC) is expected to lower interest rates by 25 basis points, with market focus on Chairman Powell's forward guidance [2] - In Norway, private consumption has significantly increased this year, supported by high real wage growth, low unemployment, and declining mortgage rates, although a slight month-on-month decrease of about 0.3% in September is noted [2] - In Sweden, GDP indicators for September and Q3 are cautiously interpreted, with expectations of a 0.7% quarter-on-quarter growth and 1.6% year-on-year growth, indicating a potential recovery after a prolonged stagnation [2] Group 2 - In the Eurozone, the European Central Bank's (ECB) bank lending survey indicates a slight tightening of corporate loan standards in Q3, driven by increased risk perception, while household loan demand remains strong [5] - In the US, consumer confidence improved slightly in October, with the index rising to 94.6, although overall confidence continues to decline amid ongoing uncertainty [5] - China's detailed outline for the 2026-2030 Five-Year Plan emphasizes the critical role of consumption in driving economic growth, contrasting with the previously milder language of the initial draft [5] Group 3 - The Swedish central bank's business survey results were weaker than expected, indicating a deterioration in the current economic situation and outlook, with significant declines in corporate pricing plans [6] - The overall stock market showed a slight increase, primarily driven by the "Magnificent Seven" tech stocks, which rose by approximately 1.3%, while the broader market sentiment remains weak [7] - The euro/dollar exchange rate continues to fluctuate between 1.16 and 1.17, with a slight increase to 1.1630, as the market awaits the FOMC meeting [8]