一周重磅日程：又逢中国黄金周，美国政府“闹关门”，非农数据“说不准”

Economic Indicators - The U.S. non-farm payroll report for September is crucial for assessing future interest rate paths, especially after the Fed's recent rate cut of 25 basis points [5][6] - The report is expected to confirm concerns raised by Fed Chair Powell regarding "substantial risks" in the job market, as the previous month's job addition was only 22,000, far below expectations [6][7] - The ISM manufacturing PMI for September will be released on October 1, with the previous month's index at 48.7, indicating contraction for six consecutive months [8][11] Key Events - The U.S. federal government funding is set to expire on September 30, with a potential government shutdown on October 1 if Congress does not act [16][17] - The Korean government has implemented a temporary visa waiver policy for Chinese group tourists starting September 29, lasting until June of the following year [25] - U-tree Technology plans to submit its IPO application between October and December 2025, marking a significant move in the domestic robotics sector [21] Market Implications - A government shutdown could delay the release of key economic data, including the non-farm payroll and CPI, increasing market uncertainty [17] - The upcoming Japanese Liberal Democratic Party presidential election on October 4 may lead to heightened political uncertainty, impacting market sentiment [22][24]