全球经济观察第14期：政府关门迫在眉睫

Global Asset Prices - Gold prices continue to rise, with WTI crude oil and Brent crude oil increasing by 2.7% and 2.5% respectively this week[6] - The S&P 500, Dow Jones, and Nasdaq indices fell by 0.9%, 0.8%, and 0.7% respectively[6] - The 10-year U.S. Treasury yield increased by 6 basis points (bp) this week[6] Major Central Bank Policies - Federal Reserve officials express differing views on monetary policy, with concerns about inflation from some members and calls for quicker rate cuts from others[8] - Powell indicated that recent data shows economic growth is slowing and employment risks are increasing, but maintains a neutral stance on future policy[8] U.S. Economic Dynamics - New home sales surged by 20.5% month-over-month in August, the largest increase since August 2022, attributed to lower mortgage rates and increased sales incentives[12] - The U.S. GDP growth for Q2 was revised up to 3.8%, primarily due to a significant increase in personal consumption expenditures[12] - The PCE price index rose by 0.1 percentage points to 2.7% year-over-year in August, indicating stable inflation pressures[13] Other Regional Economic Dynamics - Eurozone manufacturing PMI fell to 49.5%, while the services PMI rose to 51.4%, indicating a mixed economic outlook[27] - Japan's manufacturing PMI dropped to 48.4%, the lowest since March, while the services PMI remained robust at 53%[27] Upcoming Focus - Key upcoming data includes the U.S. ADP employment report and non-farm payrolls for September[34]