全线大涨！美联储，降息大消息！

Core Viewpoint - The article discusses the sudden shift in expectations regarding the Federal Reserve's interest rate cuts, driven by dovish comments from key officials, which have positively impacted the U.S. stock market [1][2]. Group 1: Federal Reserve's Dovish Signals - New York Fed President John Williams indicated that there is room for further rate cuts as the labor market cools, leading to a significant increase in the probability of a 25 basis point cut in December to nearly 70% from 39.1% the previous day [2][5]. - The market's response to Williams' comments was a rally in U.S. stocks, with the Nasdaq rising over 2% at one point [3][6]. - Other Fed officials, including Vice Chair Jefferson and Governor Milan, echoed the sentiment, suggesting that the current economic conditions warrant a cautious approach to interest rates [6][7]. Group 2: Stock Market Reactions - Following the dovish comments, major U.S. stock indices rebounded, with the Dow Jones up 1.08%, S&P 500 up 0.98%, and Nasdaq up 0.88% [3]. - Notable movements included a significant rise in large tech stocks, with Google up over 3% and Apple nearly 2%, while Nvidia and Oracle saw declines [4][5]. - The Nasdaq Golden Dragon China Index also saw a 1.23% increase, indicating a positive sentiment towards Chinese stocks listed in the U.S. [4]. Group 3: Economic Data and Implications - The article highlights the cancellation of the October Consumer Price Index (CPI) report due to data collection issues, which may impact the Fed's decision-making process in December [8][9]. - The absence of key economic indicators, such as the November non-farm payroll report, raises concerns about the Fed's ability to assess the economic landscape before its next meeting [9].