Oki
@RocketBull：🚨🚨🚨The current market analysis for October 1, 2025, is heavily influenced by mixed agricultural signals and mounting political risk in the US. Key Market Summary US Political Uncertainty * A potential US government shutdown is a major headwind, driving a risk-off sentiment among investors. * This has led to an investor shift toward safer assets like gold and is weighing down futures markets, including agriculture. * A shutdown also threatens to delay key economic data releases, including the October WASDE report, which could heighten market uncertainty. Global Equities * Despite the short-term political risk, global equities had a strong performance in Q3 2025. * US stocks hit records, with the S&P 500 having its best September since 2010, driven by optimism over AI, easing inflation, and expectations of lower interest rates. * Europe outperformed seasonally, and the Asia-Pacific region saw its longest monthly winning streak since 2018. * Sectors like healthcare led the gains, while airline stocks fell due to the shutdown concerns. Agriculture and Commodities * ** $SPDR Gold Shares(GLD)$ $Cboe Volatility Index(VIX)$ $SPDR S&P 500 ETF Trust(SPY)$
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments