十一&中秋假期海外六大要闻

Core Viewpoint - The article discusses significant global events during the National Day and Mid-Autumn Festival holidays, highlighting the performance of major asset prices, including a notable rise in gold prices and the implications of the U.S. government shutdown [2][4]. Group 1: Overseas Asset Performance - During the holiday period, global stock indices saw comprehensive gains, with the Nikkei 225, KOSPI, and European stocks leading the increases, rising by 6.7%, 3.6%, and 2.2% respectively [15][16]. - Global 10-year government bond yields increased, with yields for French, British, American, Japanese, and Italian bonds rising by 3.2bps, 2.1bps, 2.0bps, 1.5bps, and 0.6bps respectively [16]. - Precious metals experienced significant price increases, while oil prices declined, with spot silver and gold rising by 5.2% and 3.2% respectively, and Brent and WTI crude oil prices falling by 2.3% and 1.1% [16]. - The Japanese yen depreciated significantly, dropping by 1.6% against major currencies during the same period [16]. Group 2: Key Events - The U.S. federal government experienced a shutdown for the first time in seven years due to a failure to pass a temporary funding bill, affecting numerous federal employees and halting economic data releases [6][27]. - High-profile political changes occurred in Japan, with former Minister of Economic Security, Sanae Takaichi, winning the Liberal Democratic Party leadership election, potentially becoming Japan's first female Prime Minister [7][31]. - Gold prices surged, with COMEX gold futures reaching $4000 per ounce for the first time, driven by factors such as expectations of Federal Reserve rate cuts and geopolitical uncertainties [4][34]. - OPEC+ announced a modest production increase of 137,000 barrels per day for November, reflecting a compromise between Saudi Arabia and Russia amid a backdrop of global economic stability [9][41]. - French Prime Minister Le Cornu resigned after less than a month in office, highlighting political instability in France, which has led to increased borrowing costs and concerns over fiscal reforms [10][43]. - The U.S. Federal Reserve faces challenges in determining interest rate paths due to the government shutdown, which has delayed key economic data releases [12][46].