Group 1 - The report highlights strong economic data from the US, with ISM manufacturing and non-manufacturing PMIs indicating steady growth, and September non-farm payrolls significantly exceeding market expectations [1][9] - The unemployment rate in the US decreased to 4.1%, below expectations, while average hourly earnings increased by 4% year-on-year, marking the highest growth since March [1][9] - The report notes that geopolitical tensions in the Middle East have led to rising oil prices, which could pose inflationary risks, prompting a more cautious approach from the Federal Reserve regarding future interest rate cuts [1][9] Group 2 - The report tracks global major asset performance, with the Shenzhen Component Index showing the highest increase at +10.67%, followed by the Hang Seng Index at +10.20% and NYMEX light crude oil at +8.46% [2][28] - Conversely, the report indicates that the French CAC40 index experienced the largest decline at -3.21%, along with the Korean Composite Index at -3.02% and the Nikkei 225 at -3.00% [2][28] - The report emphasizes the mixed performance of global equity markets, with significant gains in some indices while others faced notable declines [28][32]
海外市场周观察：美国经济数据强劲，中东紧张局势推高油价
Huafu Securities·2024-10-08 03:34