Group 1 - The report indicates that two interest rate cuts by the Federal Reserve within the year are likely, driven by ongoing trade tensions between the US and China and the impact of the government shutdown on economic data releases [2][8][9] - The Philadelphia Fed Manufacturing Index plummeted to -12.8, significantly below the expected +8.5, marking the lowest level since May [8][9] - The report highlights a bullish outlook on gold due to its safe-haven attributes amid trade tensions, government shutdown, and recent banking issues in the US, suggesting structural support for gold prices from global central bank buying trends [2][8][9] Group 2 - In the equity market, the South Korean index saw the highest increase at +3.83%, while the Shenzhen Composite Index experienced the largest decline at -4.99% [31][34] - The report notes that major commodities showed mixed performance, with COMEX silver and gold rising by 6.30% and 6.24% respectively, while LME three-month lead fell by 2.13% [31][48] - The report tracks significant economic data updates, including a drop in the Eurozone economic sentiment index and a decline in the UK consumer confidence index, indicating potential economic challenges [58][67]