Group 1 - U.S. Treasury yields declined following the Federal Reserve's anticipated interest-rate cut, indicating a shift in market focus towards upcoming economic data [1] - The delayed payrolls release, postponed due to the U.S. government shutdown, is expected to be a significant market catalyst in the near term [1] Group 2 - Heading into year-end, there are two-way risks in the market, with AI-linked valuations being a major concern for investors [2] - The sentiment in the broader market continues to be influenced by the valuations associated with AI technologies [2]