Japan’s inflation rose in October, keeping the Bank of Japan on track for an interest rate hike in coming months as Prime Minister Sanae Takaichi prepares an economic package aiming to soothe discontent over rising costs of living https://t.co/tP0W5RnGJr ...

Credit stress is expected to rise next year as more borrowers grapple with the effects of inflation, higher interest costs and a weakening consumer. But private credit might see the worst of it https://t.co/KNUk3uZDkQ ...

[music] Welcome to Meet the Press Now. I'm Kristen Welker in Washington where the White House is defending some extremely incendiary comments by the president today, criticizing a group of Democrats for their comments about the military and suggesting those Democrats actions are punishable by death. We'll have much more on all of that. and the firestorm and the reaction on Capitol Hill in just a moment. But it comes as the administration is confronting some dismal new poll numbers on how Americans feel abou ...

转自：新华财经 【资讯导读】 •上海黄金交易所强化风控应对市场波动 •新交所携手纳斯达克推"全球上市板" •美国9月就业数据喜忧参半 •美联储官员对12月降息持谨慎态度 【市场资讯】 •上海黄金交易所近日发布通知指出，当前市场面临多重不稳定因素，为防范潜在风险，要求各会员单 位完善应急预案，及时采取风控措施，并提醒投资者合理控制仓位、理性投资，共同维护市场平稳运 行。 •新加坡证券交易所与纳斯达克达成合作，计划于2026年中联合推出"全球上市板"。符合条件的公司 （市值超20亿新元）仅需一次申请，即可同步在新加坡和纽约两地上市，提升跨境融资效率。 •克利夫兰联储主席哈马克明确反对继续降息，强调高通胀仍未受控，主张维持更具限制性的货币政 策。 •芝加哥联储主席古尔斯比表示，对12月再次降息"感到不安"，指出通胀回落已显停滞甚至出现反弹迹 象。尽管经济整体强劲，但他警告不宜过早大幅降息，尤其在9月CPI仍高于2%目标的背景下。 •美国9月非农新增就业11.9万人，远超预期，但7月和8月合计下修3.3万人。同期失业率意外升至4.4%， 创2021年10月以来新高。 •美国上周初请失业金人数降至22万，而续请人数则攀 ...

Geopolitical and Energy Market Dynamics - The U.S. sanctions threaten to leave 48 million barrels of Russian crude oil stranded at sea, as major buyers like India and China hesitate to purchase due to fears of secondary penalties, impacting global oil flows and pricing [3][9] - Former President Trump's proposal to open over 1 billion acres for offshore oil drilling off California, Florida, and Alaska is expected to face significant opposition from environmental groups and coastal leaders, indicating a potential political and environmental conflict [4][9] Economic Indicators and Market Performance - Japan's National Consumer Price Index (CPI) for October rose 3.0% year-over-year, slightly above the previous month's 2.9%, indicating a stable inflationary environment [5][9] - The Australian S&P/ASX 200 Index fell 1.9% to 8,393.90 in early trade, following a volatile session in the U.S., contributing to expectations of declining Asian stocks [6][9] Corporate and Regulatory Updates - GSK and AnaptysBio are involved in litigation over a 2014 license agreement concerning JEMPERLI and Dostarlimab, with both parties alleging material breaches [7][9] - OpenAI is partnering with Foxconn to design and manufacture hardware for data centers, marking a strategic move to enhance infrastructure capabilities [8][9] - The Star Entertainment Group has received regulatory approval for a strategic investment, with completion expected soon [10]

Group 1: Employment and Economic Growth - The September jobs report showed payrolls increased by 119,000, indicating stronger-than-expected job growth, although the unemployment rate rose to 4.4% [1][4] - There was notable growth in sectors such as education, healthcare, and construction, with construction employment surging as new factory projects begin [3][4][7] - GDP growth is projected at approximately 4.2% for the third quarter, up from 4% in the second quarter, suggesting a robust economic outlook prior to the government shutdown [4][11] Group 2: Labor Market Dynamics - An increase in labor force participation alongside a rise in the unemployment rate can indicate more individuals are actively seeking jobs, which is a positive sign for the economy [5][7] - The jobs report suggests that the economy is encouraging people to return to the workforce, particularly in construction and factory jobs [7][8] Group 3: Inflation and Consumer Sentiment - Wage growth was reported at 3.8%, outpacing the inflation rate of 3%, yet a significant portion of the population still perceives prices as too high [19][20] - A Fox News poll indicated that 76% of voters view the economy negatively, highlighting a disconnect between economic indicators and public sentiment [20] Group 4: Government Policy and Economic Measures - The administration is considering reducing tariffs on various agricultural products to improve affordability for consumers [20][26] - There is potential for a dividend of at least $2,000 for middle and lower-income brackets, which could help alleviate financial pressures but may also raise inflation concerns [27][28]

Core Viewpoint - US stock markets are experiencing a decline despite positive business news, indicating persistent investor concerns, particularly regarding AI valuations and economic uncertainty [3][4][5]. Market Performance - The S&P 500 fell by 1.6%, the Dow Jones Industrial Average dropped by 0.8%, and the Nasdaq decreased by over 2% [4]. - Nvidia's shares, which initially surged, fell by more than 3% [4]. AI Market Concerns - There are ongoing fears of an AI bubble, despite Nvidia's strong performance and reassurances from its CEO regarding AI valuations [6][7]. - Alphabet's CEO highlighted "irrationality" in the current AI boom, reflecting broader market apprehensions [7]. Economic Indicators - The recent job report showed an addition of 119,000 jobs in September, more than double analysts' expectations, but the unemployment rate increased from 4.3% to 4.4% [11]. - Analysts express uncertainty about the Federal Reserve's interest rate decisions, with mixed economic data complicating the outlook [10][11]. Investment Sentiment - Investors are cautious as they navigate economic uncertainties and potential inflation, which could affect interest rates [9][10]. - Analysts suggest that continued AI adoption and lower interest rates are crucial for sustaining stock market growth [12].

How is the central bank looking at this data. Let's bring in Ben Emmens, founder and chief investment officer at Fed Watch Advisors. Ben, it's good to have you.There is such a data vortex right now. How much stock should we put into the September report, the revisions from August and net net what that means for the Fed. >> Hi Lesie.Well, I I felt it was a bullish report because as you mentioned, this unemployment rate rising was really for the good reason. You know, the report showed there was about 475,000 ...

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Economic Sentiment - Voters' views of the economy have worsened, with 76% rating national economic conditions as "not so good" or "poor" [1] - 60% of voters rated their personal financial situations as "not good" or "poor" [2] - A majority of 61% disapprove of President Trump's handling of the economy, with only 38% expressing approval [2] Responsibility for Economic Conditions - A nearly two-to-one majority (62% to 32%) of voters believe Trump is more responsible for the current economy than Biden [5] - Democrats are significantly more likely to blame Trump compared to Republicans, with a 40-point difference [5] Economic Policy Impact - By a 31-point margin, more voters believe Trump's policies have hurt rather than helped them, similar to sentiments towards Biden's policies at the end of his term [7] - Voters are critical of tariffs, with 63% disapproving of the Trump administration's handling of them [10] Inflation and Cost of Living - A majority of 52% believe inflation is "not at all" under control, with only 18% saying it is completely or mostly under control [10] - Grocery costs are a significant concern, with 85% reporting increases compared to the previous year [11] - Utility bills and healthcare costs have risen for 78% and 67% of voters, respectively, while two-thirds reported increased housing costs [14] Gas Prices - Voters reported some relief in gas prices, with 54% indicating price increases and 30% noting decreases [14]