Group 1 - Eurozone inflation is on a downward trend, increasing the likelihood of the European Central Bank (ECB) cutting interest rates again in 2025, with core inflation expected to fall below 2% due to slowing wage growth and declining commodity prices [1] - Bridgewater Associates warns of high government debt in the US and UK, leading to economic strain and social polarization, with UK productivity stagnating since the mid-2000s [1] - Deutsche Bank strategists predict a continued weak dollar, as investors shift away from US assets amid a new easing cycle from the Federal Reserve and concerns over its independence [2] Group 2 - German manufacturing is facing challenges, with a decline in manufacturing PMI to 48.5 indicating increased contraction, despite a rise in services PMI to 52.5 [2] - Malaysia's fiscal deficit target for 2025 is expected to remain at 3.8%, benefiting from lower Brent crude prices and a stronger ringgit, with inflation expectations adjusted down to 1.5% [2] - The H-1B visa reform in the US may reduce the outflow of Indian talent, benefiting India's economy, but could also lead to decreased remittances from the US, putting downward pressure on the Indian rupee [3]

苏黎世保险集团首席市场策略师盖伊·米勒表示："政府债务水平实在太高了，而且没有采取足够措施来解决这个 问题。" 智通财经APP注意到，全球一些大型经济体正处于债券市场风暴的中心，投资者越来越担心，各国政府没有采取 足够措施来压低高得令人不安的债务水平。 法国 法国已经飙升至担忧名单的首位。本周，反对党推翻了中右翼总理弗朗索瓦·贝鲁的预算紧缩计划，因为该计划 不受欢迎。政治不确定性意味着，要驯服超过国内生产总值(GDP)100%的债务堆和接近欧盟限额两倍的预算赤字 将是困难的。 法国审计院警告称，如果经济增长放缓或放松削减赤字，到2029年，债务支付可能超过1000亿欧元(1170亿美 元)，而去年为590亿欧元。 澳大利亚联邦银行货币策略师卡罗尔·孔表示："可能需要一场债券市场骚乱才能迫使联合政府通过预算。"30年期 国债收益率已达到2009年以来的最高水平，长期借贷成本高于西班牙，几乎与意大利相同，主权评级下调的风险 也有所增加。 英国 英国首相斯塔默对高级顾问团队的改组以及定于11月发布的年度预算，使人们关注英国控制财政的能力。本月长 期借贷成本飙升至1998年以来的最高水平，而英镑则暴跌。 经济学家表示 ...