深夜，暴涨！美联储，重磅发声！

Core Viewpoint - Recent statements from Federal Reserve officials indicate a strong signal towards potential interest rate cuts, with discussions around a possible 50 basis points reduction if economic data aligns with expectations [2][3][4]. Group 1: Federal Reserve Officials' Statements - Federal Reserve Governor Stephen Miran advocates for a more aggressive monetary policy, suggesting a 50 basis points cut if future economic data meets expectations [3]. - Miran believes the current monetary policy is overly restrictive and that the neutral policy rate is significantly lower than the current level [3]. - Federal Reserve Governor Lisa Cook supports the recent rate cut decision and is open to further reductions, although no decision has been made regarding December's potential cuts [4][6]. Group 2: Economic Data and Market Reactions - The ISM manufacturing PMI for October was reported at 48.7, below the expected 49.5, indicating a contraction in factory activity for the eighth consecutive month [10][11]. - The report highlighted that 12 manufacturing sectors experienced contraction, primarily in textiles, apparel, and furniture, while six sectors, including basic metals and transportation equipment, reported growth [11]. - The prices paid index dropped to 58, the lowest level since the beginning of the year, suggesting a decrease in inflationary pressures [11][12]. Group 3: Stock Market Performance - In the stock market, Amazon's stock surged nearly 6% after announcing a $38 billion deal with OpenAI, marking a new historical high [2][14]. - The S&P 500 index closed up 0.17%, while the Dow Jones Industrial Average fell by 0.48%, indicating a mixed performance among major indices [14][15]. - There are concerns about market breadth, as over 400 stocks declined despite the S&P 500 closing in the green, suggesting potential underlying weaknesses [16].