瑞典国家经济研究所官网9月24日发布《经济趋势调查》显示，经济趋势指标在9月再次上升，但仍表明 情绪略弱于正常水平。消费者信心指数连续第五个月上升，但继续显示出情绪疲软。消费者信心指数上 升主要得益于消费者对未来十二个月自身经济状况和瑞典经济前景的预期均有所改善。整个商业部门对 未来三个月销售价格的预期与8月相比基本保持不变，并接近历史平均水平。然而，各行业的发展情况 有所不同。一是制造业信心指数上升，目前表明情绪处于正常水平。企业对未来三个月的生产计划不如 往常乐观，这对指数产生了抑制作用；同时，企业报告产成品库存相对较少，这对指数产生了积极影 响。二是建筑业信心指数略有下降，表明情绪低于正常水平。企业对未来三个月建筑活动的预期在过去 半年内有所下降，9月建筑企业预计同期活动将保持不变。超过六成的企业报告称，需求不足是建筑业 增长的障碍。三是贸易信心指数持续上升，显示出商业领域的情绪最为强劲。食品零售业的信心指数有 所下降，但仍远高于正常水平。在汽车贸易、批发贸易和非食品零售贸易领域，信心指数徘徊在历史平 均水平附近。四是服务业信心指数略有下降，但仍表明情绪处于正常水平。同时，企业对业务量的不满 情绪持续存 ...

每经AI快讯，9月24日，匈牙利9月GKI经济景气指数为-14.8，9月GKI消费者信心指数为-27。 ...

Group 1 - The core viewpoint of the article indicates that the consumer confidence index in the Eurozone has shown an improvement, with the latest value at -14.9, which is better than the previous value of -15.5 and the forecast of -15.3, suggesting a positive outlook for consumer spending and the Euro [1][2] - The consumer confidence index is a leading indicator for consumer spending, and an increase in the index is expected to lead to higher future expenditures, which is favorable for the Euro [1] - The data is released monthly by Eurostat, based on surveys of consumers regarding their financial situation and the national economy, and the next release is scheduled for October 23, 2025 [2] Group 2 - Historical data shows fluctuations in the consumer confidence index, with the most recent values indicating a trend of improvement from -15.5 to -14.9, which has a positive impact on gold, silver, and oil prices, as well as the Euro [2] - The previous months' data indicates a mixed impact on commodities and the Euro, with some months showing a decline in confidence leading to negative effects on gold, silver, and oil [2]

Core Insights - This week, the market will experience a series of important data releases and speeches from Federal Reserve officials, with a particular focus on the U.S. August Core PCE Price Index, which will directly influence the Fed's interest rate path for the remainder of the year [1][13]. Group 1: Federal Reserve and Economic Indicators - Following last week's Federal Reserve decision, officials will be making public speeches, with key figures like New York Fed President Williams and St. Louis Fed President Bullard discussing the U.S. economic outlook and monetary policy [3]. - The U.S. August Core PCE Price Index is expected to maintain a growth rate around 3%, which would not alter expectations for two rate cuts by the end of the year [11]. Group 2: Manufacturing and Consumer Confidence - On Tuesday, various countries will release their September Manufacturing PMI preliminary values, with the Eurozone's August Manufacturing PMI revised up to 50.7, indicating potential economic expansion [4]. - The Eurozone's September Consumer Confidence Index is anticipated to remain negative but may show signs of improvement [3]. Group 3: International Economic Data - On Wednesday, Australia's August CPI is expected to remain stable, influencing future interest rate expectations, with a potential rate cut from 3.60% to 3.35% by November [8]. - Germany's September IFO Business Climate Index is projected to show a rebound for the seventh consecutive month [8]. Group 4: Additional Economic Releases - The Swiss National Bank is expected to maintain its interest rate at zero during its upcoming decision, following three months of stable inflation [9]. - The U.S. second-quarter GDP final value is projected at an annualized rate of 3.3%, driven by strong consumer spending and increased investment in AI, which may lead to further revisions [11].

Group 1 - The core viewpoint indicates that silver prices are currently experiencing a bullish trend, with paper silver trading around 9.971 CNY per gram, up 1.44% from the opening price of 9.829 CNY per gram [1] - The Federal Reserve's decision on interest rates has been influenced by inflation uncertainties, with the core personal consumption expenditures index rising to 2.9% year-on-year, the highest since February [3] - Industrial demand for silver remains stable, driven by applications in solar panels, electronics, and semiconductors, which continues to support physical silver demand as investors seek attractive entry points [3] Group 2 - The resistance level for paper silver is identified in the range of 9.981 to 10.000 CNY per gram, while the support level is noted between 9.700 and 9.829 CNY per gram [4]

Group 1 - The Federal Reserve lowered the federal funds rate by 25 basis points to 4.25%, aligning with market expectations, with a previous rate of 4.50% [2] - Most Federal Reserve officials anticipate at least three more rate cuts by the end of the year, with only one official advocating for a 50 basis point cut [2] - The Bank of England maintained its interest rate at 4%, consistent with market expectations, while the Bank of Japan kept its benchmark rate unchanged at 0.5% for the fifth consecutive time [2] Group 2 - Upcoming key events include the release of manufacturing PMI for multiple countries on September 23, initial jobless claims for the week ending September 20, and the final value of Q2 real GDP and core PCE price index on September 25 [3] - On September 26, the U.S. will release the year-on-year core PCE price index for August, along with the final consumer sentiment index from the University of Michigan for September [3] - Several Federal Reserve officials, including Bowman and Williams, are scheduled to speak on monetary policy and economic outlook on September 26 [3]

Group 1: Gold Futures Market - The total amount of gold futures in Shanghai Futures Exchange is 53,226 kilograms, with an increase of 276 kilograms compared to the previous day [1][2] - The opening price of gold futures on September 15 was 833.82 yuan per gram, reaching a high of 835.34 yuan and a low of 828.42 yuan, with a current price of 831.60 yuan, reflecting a slight increase of 0.10% [1] - The trading volume for the day was 131,159 contracts, while the open interest decreased by 4,918 contracts to 104,349 contracts [1] Group 2: U.S. Economic Indicators - The preliminary consumer confidence index from the University of Michigan for September recorded 55.4, below the market expectation of 58 and the previous value of 58.2, indicating consumer concerns about potential negative developments in the labor market [2] - The U.S. economy is showing signs of significant slowdown, influenced by tariff policies, with expectations of weak growth in Q4 of this year and Q1 of next year, projecting only 1.25% growth in 2026, significantly lower than the 2.8% expected for 2024 [2] - New data indicates that the number of new jobs expected from March 2024 to March 2025 is only half of the initial projections, alongside early signs of weakness in U.S. industrial production [2] Group 3: France's Credit Rating - Fitch Ratings downgraded France's sovereign credit rating from AA- to A+, citing a lack of a credible fiscal consolidation plan supported by a majority [3]

调查还显示，消费者对未来一年通胀预期稳定在4.8%，与8月份持平。9月份长期通胀预期连续第二个 月上升至3.9%。 调查显示，9月份当前经济状况指数为61.2，环比下降0.8%，同比下降3.3%；消费者预期指数为51.8， 环比下降7.3%，同比下降30.4%。 （文章来源：新华社） 新华财经纽约9月12日电（记者徐静）美国密歇根大学12日发布的初步调查数据显示，美国9月份消费者 信心指数初值为55.4，较8月份下降4.8%，同比下降21%。 贸易政策对美国消费者来说仍然至关重要。调查显示，约60%的消费者在采访中主动提及了关税问题， 与上月相比变化不大。 调查显示，美国消费者持续关注经济的多重脆弱性，认为商业环境、劳动力市场和通胀风险不断上升。 与此同时，美国消费者也意识到个人财务面临风险，9月份当前和预期的个人财务状况均下降约8%。 ...

Core Insights - The preliminary consumer confidence index for September in the U.S. is reported at 55.4, reflecting a 4.8% decrease from August and a 21% year-over-year decline [1] Economic Conditions - The current economic conditions index stands at 61.2, showing a 0.8% decrease month-over-month and a 3.3% decrease year-over-year [1] - The consumer expectations index is at 51.8, which is a 7.3% decrease from the previous month and a 30.4% decline compared to the same period last year [1] Consumer Sentiment - U.S. consumers are increasingly concerned about multiple vulnerabilities in the economy, including the business environment, labor market, and inflation risks [1] - There is a notable awareness among consumers regarding personal financial risks, with both current and expected personal financial conditions declining by approximately 8% in September [1] Trade Policy Impact - Trade policy remains a critical issue for U.S. consumers, with about 60% mentioning tariff issues during interviews, showing little change from the previous month [1] Inflation Expectations - Consumers' inflation expectations for the next year remain stable at 4.8%, unchanged from August [1] - Long-term inflation expectations have risen for the second consecutive month to 3.9% [1]

Always see some bad news here. The University of Michigan sentiment index, preliminary for September, falls to 55 four from 58 two. That was not expected.It was only a small drop to 58. Was the consensus forecast. Current conditions 61 two from 61 seven expectations, 51 eight from 55 nine.So a real deterioration in Americans views of the economy. The one year inflation index is unchanged, however, at 4.8% and the 5 to 10 year inflation number at 3.9% goes up four ticks from three and a half percent. So peop ...