Recently, the U.S. government has once again fallen into a shutdown dilemma, which has lasted for three days. Nevertheless, the financial markets do not seem to be significantly affected, with major U.S. stock indices still reaching new highs during the trading session. However, this political deadlock has forced the postponement of the September non-farm payroll report, originally scheduled for release this Friday, adding a layer of uncertainty to the market's judgment on the Fed's future policy direction.

At the same time, the pressures facing the U.S. economy are becoming increasingly prominent. The latest data from the September ISM Services PMI shows that the Business Activity Production Index has fallen into contraction territory for the first time, marking the first decline since May 2020 and reflecting the severe challenges facing the largest sector of the U.S. economy. In light of this, some Fed board members have begun to call for a faster pace of rate cuts to alleviate the potential impact of the current tightening policy environment on the economy.

In company news, the highly anticipated Berkshire Hathaway Inc. announced significant personnel changes. The company has officially separated the roles of chairman and CEO, with Buffett continuing as chairman, while Greg Abel will take over as CEO on January 1, 2026, marking the official launch of the succession plan for this investment giant.

At the same time, the field of artificial intelligence remains a hotspot for technology investment. Major venture capital firms continue to increase their investments in the AI sector, and leading companies like OpenAI are constantly launching new applications, further advancing the development and application of this cutting-edge technology.

The intertwined development of these events not only reflects the complex situation in the economic and financial fields of the United States and even the global economy but also provides important perspectives for investors and decision-makers. Under the influence of multiple factors such as political uncertainty, economic downward pressure, and technological innovation, the global financial markets are facing unprecedented challenges and opportunities.