美国数据真空期或将持续：海外市场周观察（1020-1026）

Group 1 - The report highlights a significant short-term pullback in gold prices, attributed to easing geopolitical tensions and fully priced expectations of two interest rate cuts by the Federal Reserve this year, leading to profit-taking pressure after substantial prior gains [1][7][30] - The U.S. inflation data released by the Labor Department showed a year-on-year CPI increase of 3.0% for September, which was below market expectations of 3.1%, and a core CPI increase of 3.0%, also lower than expected [1][8][30] - The report notes that the economic data vacuum due to the government shutdown may persist, affecting the release of future inflation data [1][7] Group 2 - In the global equity markets, the report indicates mixed performance, with the South Korean index showing the highest gain at +5.14%, followed by the Shenzhen Composite Index at +4.73% and the Hang Seng Index at +3.62% [2][34] - The report details that the energy sector in the U.S. stock market saw a rise of +2.90%, while the consumer staples sector experienced a decline of -0.59% [41] - In the Hong Kong market, the energy sector also led gains at +5.26%, while the healthcare sector fell by -0.74% [41]