SWHY(SZ:000166) 赵伟宏观探索·2025-11-13 17:18Group 1: Major Assets & Overseas Events & Data - Global stock indices mostly declined, with the S&P 500 down 1.6% and the Nasdaq down 3.0% [2][3] - The US government ended its shutdown after a bipartisan agreement, affecting 670,000 federal employees [52] - The US ADP employment data for October showed an increase of 42,000 jobs, surpassing the market expectation of 30,000 [65] Group 2: Employment and Economic Indicators - The ISM manufacturing PMI for October fell to 48.7, while the services PMI rose to 52.4, indicating mixed signals in the economy [61] - The US high-frequency job vacancy numbers and retail index showed a decline, suggesting a slight cooling in consumer activity [67] Group 3: Currency and Commodity Markets - The US dollar index decreased by 0.2% to 99.55, while major currencies like the euro and yen appreciated against the dollar [25][32] - WTI crude oil prices fell by 2.0% to $59.8 per barrel, and most commodity prices declined during the week [36][41]