Group 1 - The article highlights that Asian currencies are stabilizing against the US dollar ahead of important economic data releases, including employment reports, from the US this week [1] - A research report from three members of the Commonwealth Bank's Global Economic and Market Research Department indicates that these data will showcase the temporary impact of the US government shutdown on the economy [1] - The report suggests that with inflation rates, excluding tariff impacts, remaining low in the 2% range, it opens the door for the Federal Reserve to consider resuming interest rate cuts starting March 2026 [1] Group 2 - FactSet data shows that the USD/JPY is stable at 155.96 yen, while the USD/KRW has increased by 0.2 to 1,476.26 won, and the AUD/USD remains unchanged at 0.6647 [1]

Core Viewpoint - International gold prices have reached a historic high, with New York futures surpassing $4200 per ounce, driven by geopolitical tensions, partial U.S. government shutdown, and recent hints of interest rate cuts from the Federal Reserve [2][4]. Group 1: Factors Influencing Gold Prices - The rise in gold prices is significantly linked to escalating geopolitical issues and the partial shutdown of the U.S. government [4]. - Federal Reserve Chairman Jerome Powell's recent speech indicated a potential end to the balance sheet reduction in the coming months, which has bolstered investor expectations for a rate cut this month [4]. Group 2: Future Predictions - Powell has kept the possibility of a rate cut in October open, emphasizing the need for a balance between ending the fight against inflation too early and supporting the labor market too late [5]. - Analysts from Bank of America predict that gold prices could reach $6000 by 2026, reflecting a bullish outlook on the precious metal [5].

Group 1: Market Performance - The Nikkei 225 index showed the strongest performance globally, rising by 6.24% and reaching a historical high, with a single-day increase of 4.75% on October 6 [1] - The South Korean Composite Index reached a new high on October 2, supported by preliminary supply agreements between Samsung Electronics, SK Hynix, and OpenAI [2] - The Hang Seng Index and Hang Seng Tech Index experienced a "sharp rise followed by volume contraction" trend during the holiday, closing near the five-day moving average [2] Group 2: Commodity Prices - Gold prices reached a new historical high, surpassing $4,000 per ounce and later standing at $4,040 per ounce, driven by geopolitical issues and partial U.S. government shutdown [3] - China's gold reserves increased to 74.06 million ounces by the end of September, marking the 11th consecutive month of gold accumulation by the central bank [3] - Bitcoin prices also hit a new high during the holiday, supported by the rise in U.S. stocks and inflows into Bitcoin-related exchange-traded funds [3]