1. 维持利率不变，终结三连降态势：美联储宣布将联邦基金利率目标区间维持在3.50%-3.75%，符合市 场普遍预期，暂停了自2025年9月以来连续三次（每次25个基点）的降息步伐。 2. 投票出现分歧，两位 理事投反对票：会议以10票赞成、2票反对通过决议，美联储理事斯蒂芬·米兰和克里斯托弗·沃勒投出反 对票，两人均主张本次会议即降息25个基点。 3. 经济评估偏稳健，劳动力市场担忧缓解：政策声明指 出，美国经济活动以稳健步伐持续扩张；就业增长虽仍偏低，但失业率已显现稳定迹象，美联储删除了 此前声明中"就业下行风险上升"的表述，反映对劳动力市场快速下滑的担忧有所减轻。 4. 通胀仍处高 位，坚守2%目标不变：会议强调通胀"仍然略高"，虽较峰值大幅回落，但尚未回归2%长期目标。 5.资 产负债表政策延续，流动性维持充足：会议维持现有资产负债表操作，继续购买短期国债以保障市场流 动性，国债本金到期后全额续作，机构证券本金再投资于国库券，延续此前的宽松流动性管理思路。 8. 市场反应温和，年内降息预期微调：决议公布后，美元短暂走强，10年期美债收益率上涨4个基点至 4.263%；货币市场预计年内累计降息约45个基 ...

Group 1 - The Australian dollar (AUD) against the US dollar (USD) has shown a positive trend, rising above 0.6500, with the latest exchange rate at 0.6505, reflecting a 0.28% increase. This rise is attributed to optimistic signals in international trade, particularly regarding a potential trade agreement between the US and China [1] - US President Trump indicated that implementing comprehensive tariffs on China is not sustainable and expressed hope for a high-quality agreement between the two nations. However, he warned of a potential 155% tariff if negotiations fail, making the upcoming US-China trade talks a focal point for the market [1] - The US government shutdown has entered its 22nd day, with the Senate failing to pass a funding bill for the 11th time, indicating a continued legislative deadlock [1] Group 2 - Market attention is shifting towards the US Consumer Price Index (CPI) data set to be released on October 24, with expectations of a 0.4% month-on-month increase and a 3.1% year-on-year rise. Additionally, the Federal Open Market Committee (FOMC) meeting on October 29 is anticipated to result in a 25 basis point rate cut, which may further influence the AUD's performance [2] - Technical analysis indicates that the AUD/USD exchange rate has gained some bullish momentum, supported by the stability of the current support level at 0.6475. However, the negative pressure from trading below the EMA50 continues to limit recovery opportunities in the near term [2] - The AUD/USD has failed to break through the key resistance level of 0.6535, with a lack of new catalysts suggesting a potential for continued volatility in the short term. Analysts have identified support levels at 0.6440 and 0.6415, and resistance levels at 0.6535 and 0.6630, indicating the need for investors to monitor upcoming catalysts [2]

Group 1 - The total amount of gold futures at the Shanghai Futures Exchange is 86,565 kilograms, with an increase of 1,959 kilograms compared to the previous day [1] - The main gold futures contract opened at 990.00 CNY per gram, reaching a high of 1,001.96 CNY and a low of 982.28 CNY, currently trading at 994.06 CNY, reflecting a 2.02% increase [1] - Trading volume for the day is 496,445 contracts, with open interest decreasing by 2,806 contracts to 205,110 contracts [1] Group 2 - The market is focused on the upcoming U.S. CPI data to be released on October 24, with expectations of a 0.4% month-over-month increase and a 3.1% year-over-year increase [1] - The Federal Open Market Committee (FOMC) meeting on October 29 is anticipated, with a general expectation of a 25 basis point rate cut [1]

Group 1 - The Australian dollar (AUD) is experiencing a decline against the US dollar (USD), currently trading below 0.6500 at 0.6495, with a decrease of 0.27% as traders assess the impact of a key mineral agreement between the US and Australia [1] - The agreement, signed by US President Trump and Australian Prime Minister Albanese, supports "shovel-ready" projects worth $8.5 billion, aimed at expanding Australia's mining and processing capabilities [1] - Market focus is shifting towards the upcoming US Consumer Price Index (CPI) data release on October 24, with expectations of a 0.4% month-on-month increase and a 3.1% year-on-year rise [1] Group 2 - Technical analysis indicates that the AUD/USD exchange rate failed to break the critical resistance level of 0.6535, suggesting a lack of new driving factors and potential for continued volatility in the short term [2] - Support levels are identified at 0.6440 and 0.6415, while resistance levels are at 0.6535 and 0.6630, indicating the need for investors to monitor future catalysts [2] - The currency pair is trading within a downward channel, with a bearish outlook reinforced by the 14-day RSI remaining below 50, suggesting further potential declines [2]