一周综评与展望：落实增量政策，推动高质量发展

Group 1: Economic Policies and Measures - The National Development and Reform Commission emphasized the implementation of a package of incremental policies to boost economic growth and improve structural quality[1] - Key policies include expanding the scope of local government special bonds, issuing long-term special treasury bonds, and supporting the real estate market by lowering mortgage rates and relaxing purchase restrictions[1] - The Ministry of Finance plans to enhance counter-cyclical fiscal policy, focusing on local government debt risk resolution and supporting key groups to increase overall consumption capacity[1] Group 2: Inflation Data and Economic Indicators - In September, the U.S. CPI increased by 2.4% year-on-year, slightly above the expected 2.3%, while the core CPI rose by 3.3%[1] - The inflation data indicates persistent upward pressure, complicating the Federal Reserve's decision on interest rate cuts[1] - The decline in CPI was primarily driven by falling energy prices, while food and core goods prices remained stable[1] Group 3: Risk Factors - Potential risks include geopolitical tensions, economic data falling short of expectations, and significant fluctuations in overseas markets[2]