Market Updates
September 30 Close: US Stocks Rise for Second Consecutive Day, NVIDIA Leads Tech Stock Gains
September 30 US Stock Trading Volume Top 20: Alibaba Receives Multiple Institutional Buy Ratings
Monday saw widespread gains in popular Chinese ADRs, with Alibaba rising 4.65% and Pony.ai surging 7.32%
Oil prices decline over 3% on expectations of increased global supply growth
Spot gold rises 1.9%, reaching $3,820
European markets advance, poised for third consecutive quarterly climb
Macro Developments
Trump meets with congressional leadership, Vance states "we are heading toward a government shutdown"
Schumer: Democrats and Trump have major disagreements on stopgap spending measures
US government shutdown could cause absence of key data including non-farm payrolls, making economic outlook more uncertain
Bureau of Labor Statistics will suspend operations during government shutdown, neither collecting nor releasing data
Israel states it will maintain security borders under Gaza peace plan
Fed's Williams: Inflation risks recede while employment risks rise
St. Louis Fed President: Policymakers must be cautious about rate cuts
Trump says Israeli PM agrees to his Gaza peace plan
Under Trump's mediation, Netanyahu apologizes to Qatar for Doha attack incident
Switzerland reportedly plans to invest in US gold refining industry in exchange for Trump reducing tariffs
Corporate News
Anthropic launches latest AI model Claude Sonnet 4.5, positioned as "more like a colleague"
WestJet Airlines says some passenger data leaked in cybersecurity breach
CSX Railway replaces CEO amid investor pressure and poor performance
Citi: Extended US government shutdown could drive up long-term US bond prices
TotalEnergies: Limited non-OPEC+ oil supply growth after 2026
Meta faces antitrust lawsuit over Instagram Shopping
GSK announces Luke Miels will become new CEO in January 2026
Commentary
PIMCO CEO: Tariff uncertainty creates risks for US markets
Trump to confront Democratic leadership, both sides have incentives to allow government shutdown
Investment logic reshapes as Wall Street gradually accepts new normal of high stock valuations
US job market liquidity sharply reduced, hiring stagnates across industries
Trump seeks to revitalize coal industry, opening vast lands for mining
Fed Governor Miran's aggressive rate cut stance lacks Wall Street support, JPMorgan calls rationale insufficient
ECB Chief Economist Lane: Inflation outlook "quite benign"
US Stocks: Markets post modest gains, concerns over tariffs and government shutdown limit advances
Crude Oil: WTI falls sharply as traders focus on OPEC+ production increase prospects
US Bonds: Treasuries rise with yield curve flattening, supported by European debt and oil price movements
European Bonds: UK bonds maintain gains after Chancellor reaffirms commitment to fiscal rules