智通财经APP获悉，周五，美国密歇根大学最新数据显示，10月美国消费者信心连续第三个月恶化，反 映出在政府关门阴影下、通胀回升与就业增长放缓的双重压力中，经济信心进一步动摇。整体指数较市 场预期略好，但仍明显低于今年初及特朗普重新入主白宫前的水平。 根据负责任联邦预算委员会的分析，2018年底至2019年初的上一次35天政府关门期间，美国消费者信心 指数曾大幅下滑逾7点，而此前三次关门期间也均出现不同程度下降。 目前，美国政府关门已进入第10天，国会两党七次投票均未能通过拨款法案，僵局毫无缓解迹象。此时 美国经济正处于微妙时刻：招聘速度明显放缓、经济衰退忧虑上升，而通胀仍未被完全控制。美联储主 席鲍威尔上月曾表示，决策者正试图在"动荡时期"中引导经济，面对的是一个"充满挑战的局面"。 数据显示，消费者信心指数在10月继续下降，延续自特朗普上任后重新出现的下滑趋势。今年的最低点 接近2021年通胀高峰期时的低位。调查还显示，未来一年的通胀预期从9月的4.7%略降至4.6%，但仍远 高于当前2.9%的实际通胀水平；长期通胀预期与上月持平。 此次消费者信心数据受到格外关注，因为政府关门导致美国官方就业和通胀等关键经 ...

U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 150 points on Friday.Following the market opening Friday, the Dow traded up 0.39% to 46,542.50 while the NASDAQ rose 0.29% to 23,090.45. The S&P 500 also rose, gaining, 0.26% to 6,752.41.Check This Out: Top 2 Tech & Telecom Stocks That May Implode This MonthLeading and Lagging SectorsConsumer staples shares jumped by 0.7% on Friday.In trading on Friday, energy stocks fell by 1%.Top HeadlineThe University of Michigan consumer ...

新华财经北京10月9日电（崔凯）自当地时间10月1日起，美国联邦政府正式进入"停摆"状态，成为近七 年来首次全面暂停非必要运作的重大公共事件。据路透社报道，此次停摆已导致约75万名联邦雇员被迫 停薪休假，仅军队、边境巡逻等关键岗位人员维持无薪工作。由于国会两党在《平价医疗法案》 （ACA）补贴等核心议题上僵持不下，参议院多次否决临时拨款法案，致使公共服务体系陷入瘫痪， 并对宏观经济构成实质性冲击。 停摆拖累经济增长，GDP反弹势头恐难维系 经济学家警告，政府停摆将直接抑制国内生产总值（GDP）增速。"让政府陷入停滞并拉低经济产出并 非合理选择，劳动者收入与消费能力已受到切实影响，"一位分析人士指出。数据显示，美国第二季度 GDP年化增长率达3.8%，亚特兰大联储的"GDPNow"模型此前预测第三季度将维持相近增幅。然而，若 停摆持续，这一强劲增长势头或将逆转。 高盛经济学家龙尼·沃克（Ronnie Walker）与亚历克·菲利普斯（Alec Phillips）进一步指出，若停摆延续 至10月15日——即军方常规发薪日——仍未解决，将引发重大政治与社会压力，可能成为促成两党妥协 的关键节点。 关键经济数据停摆， ...

来源：凯基证券 来源：市场资讯 周二美股收低，标普 500 指数下跌 0.4%。政府停摆源于国会预算争议已进入第三天，导致就业报告等 关键经济数据延迟发布，市场不确定性加剧。虽然股市短期内未受重大冲击，标普五百指数在非衰退期 内的历史表现显示平均回报仍维持正向，但若停摆延长，可能引发债务上限危机，放大通胀压力并削弱 消费者信心。 （来源：真灼财经） 港股通因国内公众假期而暂停。 大市点评 ...

智通财经APP获悉，周二，纽约联储最新月度调查显示，美国消费者对未来一年通胀的预期明显上升， 尤其是低收入与教育程度较低的群体感受到更强烈的物价压力。 美联储官员正密切关注消费者通胀预期变化，以判断近期关税政策是否仅导致一次性价格上升，还是将 引发更持久的通胀冲击。上月，美联储将利率下调0.25个百分点，并显示出多数官员倾向于今年内再降 息两次。然而，一些决策者仍对进一步宽松持谨慎态度，理由是核心通胀率仍高于2%的目标约一个百 分点。 纽约联储指出，消费者信心持续走弱，反映出高通胀与就业市场放缓的双重压力。调查显示，消费者对 劳动力市场的预期继续恶化，未来12个月内失业的可能性上升，对全美失业率上升的预期增强。不过， 9月份消费者对"未来三个月内找到工作"的信心略有回升，此前8月该指标录得历史最大单月跌幅。 在个人财务状况方面，调查呈现分化。认为"目前状况较去年改善"的受访者比例上升，但预计"未来一 年财务状况将恶化"的受访者也同步增加，显示美国消费者在经济前景上的信心依然脆弱。 调查结果显示，消费者对未来一年物价上涨的预期从8月的3.2%升至9月的3.4%，创下近数月新高。其 中，年收入低于5万美元的家庭， ...

Australian consumer confidence fell last week as the Reserve Bank of Australia left interest rates on hold and signaled that the inflation outlook might limit further cuts. ...

Group 1 - The FOMC will release the minutes from its mid-September meeting, which may provide insights into future monetary policy decisions [1] - The University of Michigan will release the results of its consumer survey, which is expected to reflect consumer sentiment and spending trends [1] - This week will also bring earnings reports from Constellation Brands, which could impact the beverage industry and investor sentiment [1]

Group 1 - The Ministry of Commerce of China firmly opposes Mexico's recent anti-dumping investigations against Chinese products, including float glass and PVC-coated fabrics, and will closely monitor the investigation's progress to protect the legitimate rights of Chinese enterprises [2] - In October, the total cross-regional personnel flow in China was 30,177.02 million, a month-on-month decrease of 10.1% but a year-on-year increase of 6.4% [2] - The China Railway Group reported that on October 2, 19.288 million passengers were sent by rail, with a forecast of 18.25 million for October 3, indicating sustained high passenger flow [2] Group 2 - The Ministry of Commerce estimates that China's digital consumer spending will reach 23.8 trillion yuan in 2024, accounting for 44.2% of total consumer spending that year [2] - The China Council for the Promotion of International Trade organized 2,249 business groups to visit 102 countries and regions in 2024, averaging six groups per day [2] - The National Healthcare Security Administration reported that there are over 230 anti-cancer drugs in the national medical insurance catalog, covering more than 20 common cancers [2] Group 3 - Morgan Stanley reported a net inflow of $4.6 billion from foreign investors into the Chinese stock market in September, the highest monthly figure since November 2024, driven mainly by $5.2 billion inflow from passive funds [2] - The report noted that since mid-July, U.S. funds have significantly flowed into the Chinese stock market, with European passive funds also beginning to invest [2] - Active funds increased their holdings primarily in capital goods and semiconductors, while reducing their positions in insurance, durable goods, and apparel [2]

Key Points Privately held Kalshi had record sports-betting volumes this past weekend. The venture-backed betting platform could become an increasing threat to existing sports-betting leaders. Tuesday's consumer sentiment reading also fell flat, harming any stock related to consumer spending. 10 stocks we like better than DraftKings › Shares of sports betting and iGaming giant DraftKings (NASDAQ: DKNG) fell 10.2% on Tuesday as of 12:32 p.m. ET. DraftKings didn't have any company-specific news tod ...

（原标题：随着消费者信心的急剧下降，泰经济衰退势头进一步加剧） 总体而言，波恩猜表示泰国的经济稳定性依然良好。这一情况从8月份的通胀数据中可见一斑：当 时整体通胀率为-0.79%，核心通胀率为0.81%。截至7月底，泰国公共债务占国内生产总值的比例为 64.5%，仍符合《国家财政与金融纪律法》所规定的财政纪律框架要求。外部稳定性也依然强劲，足以 抵御全球经济波动带来的风险。这一点的体现是国际储备水平——截至8月底，国际储备规模已高达 2674亿美元。 据曼谷邮报9月30日报道,根据泰国财政政策办公室的数据，8月份泰国的经济依然表现疲软：私人消费 放缓，农民收入下降，同时由于美国征收关税的影响，出口也出现了疲软趋势。泰国消费促进局局长波 恩猜在周一表示，与去年同期相比，8月份的私人消费出现了放缓趋势，尤其是在耐用品消费方面。8月 份实际农业收入同比下降了10.8%；与此同时，消费者信心指数也从上个月的51.7点跌至50.1点。这些 现象反映了经济复苏的步伐缓慢、生活成本居高不下，以及人们对地缘政治紧张局势的担忧。与去年同 期相比，民间投资保持稳定。从资本货物进口数据来看，8月份民间在机械设备领域的投资同比增长了 ...