综合自：央视新闻 责编：叶舒筠 文件还称，两个工作组有权采取执法行动并制定新规则，打击反竞争行为。此外，在该行政令发布日起 一年后，工作组需报告调查进展，并就是否采取适当的国会行动提出建议。 美国劳工部数据显示，美国消费者价格指数（CPI）同比涨幅从4月的2.3%持续走高至9月的3%。其中， 9月份牛肉、咖啡和茶饮价格同比上涨超10%。根据国际信用评级机构穆迪近期发布的报告，如今美国 家庭每月需要多花费208美元才能购买到与去年9月时相同的商品和服务。 特朗普11月要求司法部调查美国几家最大肉类加工企业，指责"外资控制的企业"通过潜在勾结、价格操 纵和价格垄断导致牛肉价格上涨。 （原标题：特朗普，最新签署！） 美国总统特朗普当地时间6日签署行政令，要求司法部和联邦贸易委员会分别成立食品供应链安全工作 组，负责调查价格垄断、反竞争行为，特别关注外资控制公司的情况。 白宫文件称："外资控制的公司越来越多涉足关键领域，推高了美国家庭的食品成本——这是工作组专 门负责调查的问题。" 校对：姚远 ...

美国"一元店"生意兴隆，吸引着各个收入阶层的消费者。 美国总统特朗普再次坚称全美范围内的物价都在下降。 当地时间3日，美国总统特朗普称，美国生活成本危机是民主党人炮制的"骗局"，是他们用来欺骗民众 的手段，因为物价上涨正日益成为共和党人的政治负担。 "几乎所有东西的价格都下降了。"特朗普表示："'生活成本'这个词是民主党的骗局。正是他们把物价推 高了。"他补充说："我认为'生活成本'是最大骗局。" 不过，最新出炉的数据却显示，美国"一元店"生意兴隆，吸引着各个收入阶层的消费者，因为美国民众 正努力应对生活成本上涨带来的压力。 美联储前高级经济学家、上海交通大学上海高级金融学院教授胡捷对第一财经记者表示，当前美国通胀 压力仍较大，如未来美联储不能如期降息，这也对特朗普的中期选举造成相当的压力。 通胀和特朗普民调 值得注意的是，生活成本压力在最近美国的地方选举中成为焦点：民主党在纽约州、新泽西州和弗吉尼 亚州的选举中获胜，他们的竞选活动都聚焦于这个问题。 就在本周，民主党在田纳西州的一次特别选举中也取得了超出预期的成绩，此前该党候选人重点强调了 物价上涨问题。 根据Real Clear Politics的最新民调 ...

Group 1 - The market is focusing on the prospects of the Federal Reserve's interest rate cuts, with investor concerns about global financial market liquidity tightening easing [1] - Major U.S. stock indices closed higher, with the Dow Jones up 0.39%, S&P 500 up 0.25%, and Nasdaq up 0.59% [1] - Boeing executives indicated plans to gradually increase production, expecting to achieve positive cash flow of billions of dollars by 2026, which led to a 10.15% surge in Boeing's stock price [1] Group 2 - Gold prices fell over 1.2% as investors took profits ahead of key U.S. inflation data, with February gold futures closing at $4220.8 per ounce, down 1.26% [3] - European stock indices showed mixed results, with the Eurozone's November CPI rising 2.2%, slightly above expectations, influencing cautious trading [7] - The German stock market rose by 0.51%, while the UK and French markets saw slight declines of 0.01% and 0.28%, respectively [7] Group 3 - International oil prices declined due to expectations of a supply surplus in the global crude oil market, with January light crude futures closing at $58.64 per barrel, down 1.15% [9] - February Brent crude futures also fell, closing at $62.45 per barrel, down 1.14% [9]

Core Insights - The Consumer Price Index (CPI) in Bosnia and Herzegovina increased by 0.4% month-on-month and 4.3% year-on-year as of October 2025 [1] Group 1: Month-on-Month Changes - Significant increase in housing and utilities costs by 2.0%, marking the highest monthly increase [1] - Clothing and footwear prices rose by 0.9%, while transportation costs increased by 0.5% [1] - Moderate increases were observed in several categories including alcoholic beverages and tobacco (+0.1%), furniture and appliances (+0.3%), medical services (+0.2%), education (+0.1%), and dining and hotels (+0.2%) [1] - Slight declines were noted in cultural and entertainment services (-0.1%) and other goods and services (-0.2%) [1] Group 2: Year-on-Year Changes - The most significant year-on-year increases were in food and non-alcoholic beverages (+6.9%), dining and hotels (+7.8%), medical services (+5.5%), and housing and utilities (+5.2%) [1] - The only category that experienced a decline was clothing and footwear, which decreased by 8.2% [1]

Core Viewpoint - Australia's Consumer Price Index (CPI) for October increased by 3.8% year-on-year, surpassing the market expectation of 3.6% and the previous month's increase of 3.6% [1] Group 1: Inflation Data - The primary driver for the CPI increase was housing prices, which rose by 5.9%, reflecting higher costs in electricity, rent, and new housing [1] - The trimmed mean inflation rate, a key indicator monitored by the Reserve Bank of Australia (RBA), rose from 3.2% in September to 3.3% in October, exceeding the RBA's target range of 2% to 3% [1] Group 2: Implications for Monetary Policy - The latest inflation data reduces the likelihood of interest rate cuts by the RBA this year and raises concerns about potential interest rate hikes [1] - This release marks the first complete monthly CPI report from the Australian Bureau of Statistics, transitioning from quarterly to monthly measurements for a more timely assessment of inflation changes [1] Group 3: Significance of the Data Release - The Australian statistician highlighted that the complete monthly CPI represents a significant improvement in measuring key economic data, providing more comprehensive and accurate information for policy decision-making [1]

Group 1 - Core wholesale prices rose 0.3% in September, aligning with Dow Jones consensus estimates, indicating potential cooling in pipeline inflation pressures [1] - Excluding food and energy, the index increased by 0.1%, which is below the 0.2% estimate, while both core and headline PPI had decreased by 0.1% in August [2] - Headline PPI increased by 2.9% year-over-year, while core PPI rose by 2.6% [2] Group 2 - Goods prices drove the PPI increase, rising 0.9% month-over-month, marking the largest jump since February 2024, while services prices remained flat [2] - Final-demand energy prices surged by 3.5% for the month, with gasoline prices contributing significantly due to an 11.8% increase [3] - Transportation and warehousing prices rose by 0.8%, and airline passenger fees surged by 4% [3] Group 3 - Retail sales increased by 0.2% in September, slightly below the 0.3% forecast, while sales excluding autos rose by 0.3%, meeting estimates [4] - Miscellaneous retailers experienced a 2.9% increase, while gas stations saw a 2% rise due to higher prices; however, sporting goods and online sales declined by 2.5% and 0.7%, respectively [5] - Retail sales, adjusted for seasonality but not inflation, increased by 4.3% year-over-year, surpassing the 3% CPI rate for the month [5]

Economic Indicators - Retail sales for September are expected to show a month-over-month increase of 0.4%, indicating a healthy consumer environment, while core retail sales are estimated at 0.3% [3][4] - The Producer Price Index (PPI) is anticipated to show a headline CPI of 0.3% and core CPI of 0.2%, which would be a positive sign for inflation trends [4][5] Market Activity - The trading volume in E-Mini S&P 500 futures is low, with over 500,000 contracts traded, suggesting a light trading week due to the holiday [6][8] - Volatility is expected to remain elevated, with the S&P 500 testing the 20-week moving average and potential resistance at the 50-day moving average of 5,712 [7] Company Earnings - Key earnings reports to watch include Alibaba, which is expected to report soon, and Dell, which will report on Wednesday amid discussions about high memory prices [9][10] - Deere & Company is also highlighted, with recent trends showing a potential bullish crossover in its MACD, indicating a possible catch-up trade against its peer Caterpillar [12][13] Geopolitical Factors - Ongoing peace talks between Russia and Ukraine are affecting commodity prices, particularly crude oil, which saw a recent decline but is now trading flat [17][20] - The EU's concerns about concessions to Russia in the peace deal could impact energy markets, with low inventory levels in the U.S. for diesel and gasoline [20][21]

Core Insights - The U.S. Bureau of Labor Statistics has canceled the October Consumer Price Index (CPI) report due to the government shutdown, which hindered the collection of certain data [1] - The agency can access most of the non-survey data for the month and will attempt to include the October figures in the November CPI report, but the November report will not reflect the missing October data in its month-over-month percentage changes [1] - The November CPI report is now scheduled for release on December 18, which is after the Federal Reserve's interest rate meeting on December 11, limiting the information available to Fed officials prior to their decision [1] Summary by Categories Economic Impact - The cancellation of the October CPI report may lead to uncertainty in economic indicators, affecting market expectations and monetary policy decisions [1] Federal Reserve Considerations - The timing of the November CPI report release, post the Federal Reserve's meeting, means that key economic data will not be available for decision-making, potentially impacting interest rate strategies [1] Data Collection Challenges - The government shutdown has created significant challenges in data collection, which may affect the reliability of economic reports during this period [1]

Core Viewpoint - The U.S. government has eliminated certain "reciprocal tariffs" on agricultural products, responding to domestic demand and trade negotiations with partners [1] Group 1: Tariff Adjustments - The agricultural products exempted from "reciprocal tariffs" include coffee, tea, tropical fruits and juices, cocoa, spices, bananas, citrus fruits, tomatoes, beef, and some fertilizer products [1] - The adjustment in tariffs is influenced by the progress of negotiations with trade partners and the current demand and production capacity for certain products in the U.S. [1] Group 2: Economic Context - Rising inflation pressures have been a significant factor prompting the government to adjust tariffs, with recent electoral losses for the Republican Party indicating voter dissatisfaction with rising prices [1] - The U.S. Labor Department reported that the Consumer Price Index (CPI) has increased from 2.3% in April to 3% in September, with beef, coffee, and tea prices rising over 10% year-on-year in September [1]

Core Points - The White House warns that the federal government shutdown may permanently affect the release of the October Consumer Price Index (CPI) and employment data, leaving the Federal Reserve in the dark for decision-making [1][2] - The shutdown, which began on October 1 due to congressional disagreements, has disrupted the Labor Statistics Bureau's data collection and reporting functions, leading to delays and potential inaccuracies in economic data [2][3] - The Federal Reserve's upcoming monetary policy meeting in December may be impacted by the lack of critical economic data, forcing decisions to be made with incomplete information [5] Group 1 - The federal government shutdown has led to significant delays in the release of key economic indicators, including the October CPI and employment data [1][2] - The Labor Statistics Bureau was largely inactive during the shutdown, affecting its ability to provide timely and accurate economic reports [2][3] - The reliance on private sector data, such as that from Automatic Data Processing (ADP), is seen as insufficient to replace the comprehensive data provided by government agencies [5]