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China's CSI 300 jumped 8.48% in its best day since 2008 on a stimulus rally, while Japan's Nikkei 225 fell 4.8% as the yen weakened after Japan's LDP leadership vote. China's official September manufacturing PMI came in at 49.8, above expectations, while the Caixin PMI fell to 49.3.
China's stimulus-driven equity rally signals stronger expected demand, while weak manufacturing PMIs show the economy is still contracting; the mixed picture has only a modest effect on feed demand.
cnbc.comLim Hui Jie2024年9月29日在过去 169 次中性的宏观事件之后，人民币(每 USD 的 CNY) 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -0.3% 至 +0.2%），20 个交易日内为 -0.0%。
历史可比事件尚不足，暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
