CPI Data Analysis - Headline CPI increased by 0.3%, slightly below expectations [1] - Core CPI, excluding food and energy, also increased by 0.2%, less than the anticipated 0.3% [1] - Year-over-year CPI stands at 3%, exceeding the previous reading of 2.9% [1][2] - Year-over-year CPI excluding food and energy is also at 3%, a slight decrease from the prior 3.1% [2] Market Reaction - Interest rates are declining while stocks are rising, attributed to the CPI figures being lower than expected [2] Fed Perspective - The current CPI figures are still above the Federal Reserve's target of 2% [2] - The market sentiment suggests a slowing labor market, potentially influencing future Fed rate cuts [4] - The current CPI data may not strongly indicate that the Fed is nearing its target [4]

Quantum Computing Sector - Quantum computing stocks are experiencing significant gains, with D-Wave up 14%, ION Q up 7%, and Regetti up 10% following a report that the Trump administration is considering equity stakes in quantum companies [1] - IBM has been a long-time player in the quantum computing space, although its shares fell 1.6% after initially dropping 6% due to a slowdown in its Red Hat hybrid cloud segment, not its quantum business [2][3] IBM's Performance - IBM's Red Hat segment saw a quarter-over-quarter decrease of approximately 2%, but CEO Arvin Krishna expressed confidence in a rebound, citing a 12% increase in the AI business to $9.4 billion [3] - Investors are beginning to recognize that the situation with IBM is not as dire as initially perceived, as the stock has recovered much of its losses [3] Market Sentiment and Economic Indicators - The market is currently optimistic, with a focus on upcoming earnings reports from major companies like Intel and Ford [5][6] - The Consumer Price Index (CPI) data, expected to show a year-over-year inflation rate of 3.1%, is anticipated to influence market sentiment, although it is considered old data [9][10] - There is a strong expectation of a rate cut by the Federal Reserve, with 99% odds for an announcement next Wednesday, which is reflected in increased call buying in small-cap stocks like the Russell 2000 [11][13]

Market Sentiment - Bullish investors are favored in the market, as historical trends suggest they often prevail over bearish sentiments [1] - The market is viewed as a collection of companies rather than a random assortment of assets, emphasizing the importance of company fundamentals [1] Government Shutdown Impact - Concerns regarding the government shutdown's effect on the market are noted, but historical data indicates that shutdowns typically do not significantly impact market performance [1] - Despite the ongoing shutdown, stock averages managed to close positively, indicating resilience in the market [1] Economic Indicators - The upcoming release of the consumer price index is highlighted, with a suggestion for investors to remain calm even if the numbers are higher than expected [2] - Fears surrounding U.S.-China tensions may be exaggerated, as there appears to be a compromise despite negative rhetoric from political leaders [2] Earnings Season Insights - The initial weeks of the earnings season have alleviated some investor concerns, with many companies already accounting for tariffs in their financial reports [3] - Major financial institutions reporting low default rates on loans, despite fears stemming from regional banks revealing poor loan performance [3] Historical Market Performance - The Dow Jones Industrial Average has significantly increased from 1,000 to approximately 46,000 since the phrase "get out now" was first popularized, illustrating the long-term upward trend in the market [4]

Market Trends - The dollar has started the quarter with increased strength [1] - Traders anticipate further bullish momentum in the dollar [1] Economic Indicators - US consumer-price data release is delayed until this week [1]

Economic Outlook - Thailand's consumer price index is projected to remain below 1% until early 2027 [1] - Monetary policy alone may be insufficient to address the low inflation issue in Thailand [1]

Core Insights - The Bureau of Labor Statistics (BLS) will release the Consumer Price Index (CPI) for September on October 24, despite the ongoing government shutdown, which has lasted for ten days [1][4] - The release of the CPI report is crucial for calculating Social Security payments, as it directly impacts the annual cost-of-living adjustment (COLA) [7][8] - The BLS has called back a limited number of furloughed employees to assist in the analysis of the already collected consumer price data [3][11] Economic Context - The government shutdown has led to a pause in all BLS operations, affecting the collection and analysis of economic data, including employment reports [4][11] - Economists and policymakers are closely monitoring employment data, particularly as some Federal Reserve officials cite a slowing labor market as a reason for potential interest rate cuts [5] Social Security Implications - The Social Security Administration is legally required to publish the COLA adjustment by November 1, which is based on the CPI data from the third quarter [8] - A projected 2.7% COLA increase for 2026 would raise average monthly payments for retirees by $54, to $2,062, following a 2.5% increase this year for over 72.5 million beneficiaries [10]

Economic Indicators - The Bureau of Labor Statistics will release the September consumer price index on October 24 [1] - This release is a rare exception during the government shutdown [1]

Economic Indicators - The Bureau of Labor Statistics will recall furloughed employees to release the September consumer-price index [1] - The September consumer-price index is a key inflation report [1]

Economic Indicators - Japan's core consumer price index increased by 3.3% in June, surpassing the US figure for the first time in eight years [1] - South Korea's consumer price index rose by 2.1% year on year in September, exceeding the 2% growth expected by economists [4] Market Performance - Asia-Pacific markets were anticipated to open mostly higher, influenced by gains on Wall Street amid expectations of a short-lived US government shutdown [2] - Japan's Nikkei 225 index futures were trading at 44,995, indicating a higher open compared to the previous close of 44,550.85 [2] - Australia's ASX/S&P 200 futures were at 8,932, suggesting a positive opening against the previous close of 8,845.7 [3] - Hong Kong's Hang Seng Index futures were trading lower at 26,840, compared to the previous close of 26,855.56 [3]

财税金融稳定增长。1-8月，一般公共预算收入302.99亿元，同比增长2.6%。税收总收入806.28亿元，下 降1.7%；其中国内税收596.89亿元，增幅与上年持平。8月末，金融机构本外币存款余额9657.99亿元， 增长1.1%；金融机构本外币贷款余额11295.21亿元，增长3.5%。 居民消费价格总体稳定。1-8月，居民消费价格指数（CPI）同比下降0.7%。消费品价格指数同比下降 0.6%。从八大类构成看，食品烟酒类下降0.3%，衣着类上涨6.7%，居住类下降1.0%，生活用品及服务 类下降0.8%，交通通信类下降3.5%，教育文化娱乐类下降1.3%，医疗保健类下降0.1%，其他用品及服 务类上涨2.7%。 采写 南都N视频记者 杨振华 固定资产投资有所下降。1-8月，固定资产投资同比下降22.9%。分行业看，文化、体育和娱乐业投资增 长79.4%，科学研究和技术服务业投资增长45.0%，公共管理、社会保障和社会组织投资增长2.1%；水 利、环境和公共设施管理业投资下降22.7%，卫生和社会工作投资下降20.7%，制造业投资下降12.3%， 交通运输、仓储和邮政业投资下降4.7%。新建商品房销售面 ...