Market Overview - The US government shutdown continues, marking the longest in history, causing concerns over economic data delays and impacting investor sentiment [1][2] - Major US stock indices fell, with the Dow down 1.21%, Nasdaq down 3.04%, and S&P 500 down 1.63% [1] - European indices also declined, with the FTSE 100 down 0.36%, DAX 30 down 1.62%, and CAC 40 down 2.10% [1] Economic Data and Federal Reserve - The ongoing government shutdown is expected to result in a lack of key economic data releases, including October inflation figures [2] - The Federal Reserve recently cut the benchmark interest rate by 25 basis points, but future rate cuts remain uncertain [2] - Mixed signals from unofficial data, with the ISM non-manufacturing index and ADP private sector employment data exceeding expectations, while layoffs reached over 150,000, the highest for October since 2003 [2] Corporate Earnings - The earnings season is in full swing, with notable companies such as Cisco, Applied Materials, and Disney set to report [2] - Chinese companies like Tencent, JD.com, and NetEase are also expected to release their earnings this week [2] Commodity Prices - Oil prices fell due to concerns over oversupply and slowing US demand, with WTI crude down 2.02% to $59.75 per barrel and Brent crude down 1.76% to $63.63 per barrel [4] - Gold prices rose, surpassing $4,000 per ounce, driven by increased demand for safe-haven assets amid the government shutdown [5] European Economic Indicators - The European Central Bank is expected to maintain interest rates until Q4 2026, with officials satisfied with current levels despite temporary inflation dips [6] - Key economic data from the Eurozone includes the ZEW economic sentiment index and GDP figures, which are anticipated to reflect cautious optimism [6] UK Economic Outlook - The Bank of England held the benchmark interest rate at 4.0%, with a close vote indicating potential future cuts if inflation continues to decline [7] - Upcoming employment and GDP data will be crucial for assessing the likelihood of rate cuts in December or February [7] Upcoming Events - A busy week ahead with significant economic data releases and corporate earnings reports scheduled [8] - Notable earnings include Barrick Gold, Four Seasons, and Tyson Foods, along with key economic indicators from various countries [8]
全美9日航班取消量超2000架次,延误航班超7000架次;日本禽流感疫情蔓延
Di Yi Cai Jing Zi Xun·2025-11-10 00:48