Group 1: Economic Indicators - In August, the U.S. CPI increased slightly to 2.9% year-on-year, up from 2.7% in July, while the core CPI remained unchanged at 3.1%[6] - The U.S. non-farm unemployment rate rose to 4.3% in August, an increase of 0.1 percentage points from July, and the U6 unemployment rate increased to 8.1%, up 0.2 percentage points[13] - The initial jobless claims in the week of September 5 reached 263,000, the highest level this year, exceeding the market expectation of 235,000[13] Group 2: Market Performance - Commodity prices generally rose, with IPE Brent crude futures up 1.8%, London gold up 1.6%, and COMEX copper up 1.4% during the week of September 5-12[2] - Major stock markets saw gains, with the Nikkei 225 rising 4.1%, the Hang Seng Index up 3.8%, and the S&P 500 increasing by 1.6%[2] - The 10-year U.S. Treasury yield fell slightly to 4.06%, a decrease of 0.04 percentage points from the previous week[5] Group 3: Policy and Expectations - The Federal Reserve is expected to lower interest rates in September, with a focus on the impact of tariffs on inflation and the potential recovery of the job market post-tax cuts[1] - The European Central Bank maintained its deposit facility rate at 2%, indicating that the process of reducing inflation in the Eurozone has concluded[23] - The Bank of Japan may raise interest rates later this year, as economic conditions are reportedly aligning with expectations[23]