海外市场周观察：经济较为稳定，市场表现强劲

Group 1 - The US stock market performed strongly, with the S&P 500 and Dow Jones indices reaching historical highs, while small-cap stocks underperformed [1][10] - Economic data showed stability, with Q2 GDP final value at 3%, exceeding market expectations of 2.9%, and August core PCE year-on-year rising to 2.7% from 2.6% [1][10] - Labor market resilience was noted, with initial jobless claims decreasing to 218,000 from 222,000, indicating a strong labor market [1][10] Group 2 - Major global asset classes showed mixed performance, with the Shenzhen Composite Index rising by 17.83%, followed by the Hang Seng Index at 13.00% and the Shanghai Composite Index at 12.81% [22][26] - In the commodities market, NYMEX light crude oil saw a decline of 4.36%, while CBOT soybeans increased by 5.18% [34][22] - The foreign exchange market saw the Thai Baht appreciating by 1.59% against the RMB, while the Euro depreciated by 0.66% [31][22] Group 3 - The Federal Reserve officials expressed concerns about the labor market and indicated a potential 50 basis point rate cut in November, with a market probability of 49.8% for a 75 basis point cut by year-end [1][10][14] - The resilience of the labor market and stable economic conditions suggest that future rate cuts may be cautious, depending on upcoming employment data [1][10]