① As of press time, Dow Jones futures fell 0.26%, S&P 500 futures fell 0.05%, and Nasdaq futures rose 0.14%.
② Chinese concept stocks saw a collective surge before trading, with NIO up 4.64%, Xiaopeng Motors up 3.78%, Ideal Motors up 4.31%, Futu Holdings up 3.86%, Tiger Securities up 7.3%, JD.com up 1.67%, and Alibaba up 1.49% as of press time.
③ HSBC lowers its 2025 Brent crude oil price forecast by 8% to $70 per barrel. According to a report by HSBC analyst Kim Fustier et al., the forecast for Brent crude oil in 2025 and beyond has been lowered from $76.50 per barrel to $70 per barrel. The team expects that the global oil market will face a supply surplus of 600000 barrels per day by 2025, including 1 million barrels per day in the first quarter.
④ Morgan Stanley economist Seth Carpenter wrote in a report on Monday that if the proposed tariffs are fully implemented, inflation rates are expected to accelerate in the short term and GDP growth will be delayed and dragged down. Carpenter stated that historically, inflation effects occur faster. This model indicates that the PCE price index will rise by 0.9 percentage points over four quarters, which is the preferred index of the Federal Reserve.
⑤ Earlier on Tuesday local time, dockworkers on the East Coast and Gulf Coast of the United States went on strike, marking their first large-scale strike in nearly 50 years and disrupting about half of the country's shipping. The strike has disrupted the transportation of food and cars from dozens of ports in Maine to Texas. Analysts warn that strikes will cause billions of dollars in economic losses every day, threaten local employment, and exacerbate inflation.
⑥ Boeing is reportedly considering raising at least $10 billion through the issuance of new shares. According to sources cited by foreign media, Boeing is considering raising at least $10 billion through the sale of new shares as the company seeks to replenish its cash reserves further depleted due to ongoing strikes.
⑦ On October 1st, the September performance report of Tram was released one after another, with both Ideal and Xiaopeng achieving historic highs in delivery volume. Ideal and Xiaopeng achieved a historic high in September delivery volume, with Zero Run's monthly year-on-year growth rate exceeding 100%. NIO, Xiaopeng, and Jike delivered over 20000 units per month, while Xiaomi achieved its delivery target of over 10000 units for four consecutive months.
⑧ Berkshire Hathaway plans to issue its second Japanese yen bond in 2024. Warren Buffett's Berkshire Hathaway company is issuing its second Japanese yen bond this year, sparking market speculation that the company is seeking to increase its investment in Japan. Berkshire Hathaway has hired Bank of America Securities and Mizuho Securities to issue senior unsecured bonds denominated in Japanese yen.
⑨ Federal Reserve Chairman Powell: Not in a hurry to act, will cut interest rates over time. On September 30th Eastern Time, Federal Reserve Chairman Powell stated that the Fed will lower interest rates "over time," while emphasizing once again that the overall economy remains robust. Powell also reiterated his belief that inflation will continue to move towards the Federal Reserve's 2% target, and added that the economic situation has laid the foundation for further easing price pressures.
⑩ At 21:45 Beijing time, the final Markit Manufacturing PMI for September in the United States; At 22:00 Beijing time, the US September ISM Manufacturing Employment Index, US September ISM Manufacturing Index, and US August JOLTS job vacancies (in 10000 people).
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