2025年第三季度，全球经济市场经历了显著的转变，VT Markets在分析报告中指出，相比上半年持续低 迷的经济形势，第三季度迎来了多个利好消息，许多资产纷纷创下历史新高。此次市场的反弹，既源于 地缘政治风险的阶段性消退，更始于美联储货币政策立场的根本性转变。市场呈现出了积极走向，成为 投资者寻求机会的理想时机。 进入第四季度，尽管市场情绪仍然乐观，但挑战与机遇并存。美联储降息带来的宽松政策为市场提供了 强劲的支撑，但全球其他央行的货币政策却表现出分歧，可能对市场走势产生一定影响。 美联储降息：劳动力市场疲软推动宽松政策 与此同时，美国经济的另一重要因素——美联储的货币政策，也对市场情绪产生了深远的影响。VT Markets报告显示，第三季度非农数据的表现低于市场预期，尤其是7月和8月的非农就业数据表现疲 弱，以及美联储主席鲍威尔在杰克逊霍尔年会上的表态，都进一步强化了市场对美联储降息的预期。 9月中旬，美联储宣布将基准利率下调至4%至4.25%之间，并且没有排除今年还有两次降息的可能，无 疑为市场注入了信心。美联储此次政策调整主要是为了应对疲弱的劳动力市场，此外，在最新的SEP中 美联储上调了今明两年的G ...

Group 1 - The core inflation rate in the U.S. for August reached 2.9%, slightly above July's 2.7%, indicating that inflation remains above the Federal Reserve's 2% target but is trending moderately and not out of control [1] - The U.S. stock market reacted positively, with major indices rising significantly, including the Dow Jones Industrial Average surging over 610 points to surpass the 46,000 mark for the first time [2] - The S&P 500 index increased by 0.9%, while the Nasdaq achieved a record closing high, breaking the 22,000 point barrier for the first time [2][3] Group 2 - The anticipated confirmation of Stephen Miran as a Federal Reserve Board nominee is expected to influence the upcoming interest rate decision meeting on September 16-17 [2] - The European Central Bank maintained its interest rates, while the Turkish Central Bank announced another rate cut, highlighting increasing global monetary policy divergence [2] - The VIX index remained low at around 14.78, indicating a calm market environment compared to the volatility seen in the spring [5]