刚刚，直线跳水！“美联储，重大变化”！特朗普，再次买入

Group 1: Trump's Bond Purchases - Donald Trump has continued to purchase municipal and corporate bonds, with at least $82 million in bonds acquired this fall [1] - The corporate bonds purchased include those from companies like Netflix, UnitedHealth Group, Boeing, Meta, Home Depot, and Broadcom, as well as bonds issued by Goldman Sachs and Morgan Stanley [1] - The purchases were disclosed by the U.S. Office of Government Ethics after the government shutdown ended [1] Group 2: Federal Reserve's Interest Rate Outlook - The probability of a 25 basis point rate cut by the Federal Reserve in December has dropped below 50%, currently at 44.4% [2] - Analysts note increasing internal divisions within the Federal Reserve, adding uncertainty to the upcoming December meeting [3] - Market expectations for a December rate cut have decreased from 70% to 42%, influenced more by voting tendencies within the FOMC than by economic data [3] Group 3: Cryptocurrency Market Trends - Bitcoin has experienced a significant drop, falling from around $100,000 to below $93,000, marking a 2.18% decrease [4] - Over 150,000 traders have been liquidated in the cryptocurrency market within the past 24 hours [5] - The market is under pressure from significant selling and corporate hedging demands, with a rising correlation between Bitcoin and traditional assets [6] Group 4: Polyester Industry Performance - The polyester industry chain has shown strong performance, driven by macroeconomic recovery, stable cost support, and robust fundamentals [7] - Key factors include stable international oil prices and coordinated production cuts by leading PTA companies, which have improved industry sentiment [7] - The demand for polyester products is expected to remain strong, with a focus on export growth as domestic orders decline [9] Group 5: Future Outlook for Polyester Industry - Analysts emphasize that future price increases in the polyester industry will depend on cost factors and improvements in domestic and foreign trade orders [10] - Current market conditions suggest limited downside risk for polyester prices, with expectations of a valuation recovery in the coming year [10] - The supply-demand balance is expected to tighten, particularly with no new upstream capacity for PX, supporting price increases [10]