Juno markets 外匯：美联储决议在即，市场聚焦即将发布的PCE数据

Group 1 - The US stock market is experiencing significant volatility, nearing historical highs, but concerns over inflation and deteriorating consumer confidence are causing investor uncertainty ahead of the Federal Reserve's final policy meeting of the year [1] - Consumer confidence index has declined for three consecutive months, with over 40% of respondents expressing pessimism about the economic outlook for the next six months [3] - The ADP private sector employment report indicates a substantial drop in new job additions, with a 12% increase in job seekers and a slight rise in the unemployment rate, reigniting discussions about recession risks [3] Group 2 - Despite the negative consumer sentiment, retail performance shows resilience, with Dollar General reporting a 4.3% year-over-year increase in same-store sales, driven by strong demand for food and daily necessities [3] - High-end department store Macy's also reported strong holiday season pre-sale data, with luxury goods sales increasing by 7.1%, indicating that high-income consumers' spending power remains intact [3] - Economists surveyed by The Wall Street Journal expect the overall PCE monthly rate for September to be 0.3%, with core PCE at 0.2%, and annual rates projected to hold at 2.9% for overall PCE and drop to 2.8% for core PCE [3]