全球经济观察第17期：美国成屋销售回暖

Global Asset Prices - Gold prices decreased by 3.2% this week[6] - Major global stock markets saw gains, with the S&P 500, Dow Jones, and Nasdaq increasing by 1.9%, 2.2%, and 2.3% respectively[6] - WTI and Brent crude oil prices rose by 8.4% and 8.1% respectively this week[6] Central Bank Monetary Policies - September inflation data reinforced expectations for two interest rate cuts in the US this year[8] - The Federal Reserve introduced a "streamlined main account" allowing non-bank entities to access its payment channels[8] - The European Central Bank requires an additional €150 billion annually for energy security and sustainability investments[8] US Economic Dynamics - The US government remains shut down after the Senate's 12th rejection of a temporary funding bill[10] - In September, US existing home sales increased by 1.5% month-on-month and saw a significant year-on-year rebound, with inventory rising by 14%[11] - The core CPI in September fell to 3.0% year-on-year, down 0.1 percentage points from the previous month[10] Other Regional Economic Dynamics - France's credit rating was downgraded from "AA-" to "A+" due to high public finance uncertainty[22] - Sanctions against Russia have intensified, with the US adding major oil exporters to its SDN list[22] - Fumio Kishida was confirmed as Japan's Prime Minister, advocating for monetary easing and large-scale economic stimulus[23]