Before then, the European Central Bank is widely expected to hold rates steady later in the day but a fraught trade and political outlook means it will likely keep alive the prospect of further easing. Meanwhile, Japan's Nikkei gained 0.8% to hit a record as tech and energy firms as well as utilities jumped. Taiwanese shares rose 1% to also set a record as leading chipmaker SoftBank rose almost 9% after Stargate Project partner Live Events Nasdaq futures rose 0.2% and S&P 500 futures inched up 0.1%. MSC ...

By Sinéad Carew and Marc Jones NEW YORK/LONDON (Reuters) - MSCI's global equities gauge hit a record high on Thursday while U.S. Treasury yields fell along with the dollar due to growing expectations for interest rate cuts, as softer labor market data overshadowed a higher-than-expected U.S. inflation reading. The Consumer Price Index increased by 0.4% in August, the most in seven months and following a 0.2% rise in July, driven by a 0.4% jump in housing costs and a 0.5% increase in food prices. The cost ...

U.S. stock markets experienced a mixed close on Wednesday, September 10, 2025, as investors digested an unexpectedly soft inflation report and a stellar performance from Oracle, driven by artificial intelligence demand. While the S&P 500 and Nasdaq Composite initially soared to new all-time highs, they pared some gains by the close, with the Dow Jones Industrial Average finishing in negative territory. The surprising decline in the Producer Price Index (PPI) fueled optimism for impending Federal Reserve int ...

The U.S. stock market is experiencing a robust afternoon trading session on Wednesday, September 10, 2025, with major indexes largely pushing to new record highs. Investor optimism is primarily fueled by unexpectedly soft inflation data and a blockbuster earnings outlook from tech giant Oracle, which has ignited a fresh wave of enthusiasm for artificial intelligence-driven growth. While the S&P 500 and Nasdaq Composite are charting new territory, the Dow Jones Industrial Average shows a slight pullback, lar ...

美国通胀数据表现 - 8月生产者价格指数(PPI)环比下降0.1% 远低于分析师预期的0.3%增长 较7月0.9%的增幅显著放缓[1] - 8月核心PPI(剔除食品和能源)环比下降0.1% 低于预期的0.3%增长 较7月0.7%的增幅明显回落[2] - 8月PPI同比上涨2.6% 低于前值3.1% 且大幅低于3.3%的预期值 核心PPI同比上涨2.8% 低于预期的3.5%和前值3.4%[1][2] 加密货币市场反应 - 比特币价格在数据公布后上涨至113,700美元 24小时内涨幅超过1%[2] - 以太坊出现相似涨幅 Solana代币SOL表现突出 上涨3.3%至224美元[2] - 市场对美联储降息预期升温 CME FedWatch显示50个基点降息概率从0%升至10%[6] 宏观经济背景与市场预期 - 7月PPI数据曾重新引发通胀担忧 但8月数据缓解了这种担忧[3] - 交易员密切关注即将公布的消费者价格指数(CPI)报告 该数据对美联储利率决策具有关键影响[3] - 分析师认为疲软的PPI数据有助于抑制CPI通胀 使美联储能够更多关注劳动力市场疲弱问题[4] 货币政策与风险资产表现 - 宽松货币政策通常有利于风险资产 包括加密货币[5] - 美联储主席鲍威尔近期从鹰派转向鸽派立场 经济数据疲软可能促使央行进行系列降息[5] - 比特币价格走势与黄金出现分化 黄金在鸽派消息推动下持续创历史新高 而比特币呈现快速波动特征[6]

市场对美联储降息预期升温 - 投资者增加对美国国债的看涨押注 因近期数据不及预期为美联储降息打开大门 [1] - 10月联邦基金期货未平仓合约增加70,000份合约 创该合约最大单日增幅纪录 [2] - SOFR期权市场出现大量头寸 押注美联储下周会议降息50个基点 [2] 经济数据表现疲软 - 美国10年期国债收益率从7月峰值降至约5个月最低水平 [4] - 8月非农就业人数仅增加22,000人 失业率升至2021年以来最高水平 [4] - 3月 payrolls 数据预计下修911,000人 创纪录降幅 [5] 利率预期调整 - 巴克莱经济学家预计今年剩余三次会议各降息25个基点 此前预测2025年仅两次降息 [6] - 利率互换市场定价下周会议全面降息25个基点 [6] - 两年期国债收益率下降2个基点至3.54% [5] 市场头寸变化 - 投资者等待周四消费者价格指数报告 [5] - 伦敦交易中10年期国债收益率持平于4.08% [5] - 疲弱数据促使部分市场参与者寻求更大幅度降息 [6]

The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, but the index remained in the “Neutral” zone on Tuesday.U.S. stocks settled higher on Tuesday, with all three major indices closing at record highs during the session.The Bureau of Labor Statistics removed 911,000 nonfarm payroll jobs from its count between April 2024 and March 2025, indicating the labor market had been cooling far earlier than many on Wall Street had anticipated.Markets briefly dipped in the wake of ...

By Devayani Sathyan BENGALURU (Reuters) - Australia's home prices will rise around 5-6% over the next two years as lower borrowing costs provide a fillip to home sales, although affordability pressures may cap gains, according to a Reuters poll of property analysts. While a 5% rise pales in comparison with past booms, any sustained growth in house prices will make it harder for first-time buyers to get a foothold in Australia's already expensive housing market - the median home price is nearly eight time ...

David Solomon Goldman Sachs Group Inc. Chief Executive Officer David Solomon signaled there’s no need for the Federal Reserve to rapidly cut interest rates, diverging from the Trump administration’s pressure on the central bank to loosen monetary policy. “It just doesn’t feel to me like the policy rate is extraordinarily restrictive when you look at risk appetite,” Solomon said at a Barclays Plc financial-services conference. Investor enthusiasm in markets currently is at the exuberant end of the spectru ...

全球股市表现 - 德国DAX指数上涨0.2%至23,815.68 英国FTSE 100指数上涨0.3%至9,246.59 法国CAC 40指数微升0.1%至7,707.13[2] - 日经225指数上涨超过1%至43,018.75 因日本7月劳动现金收入同比增长4.1% 家庭支出连续第三个月增长1.4%[2] - 香港恒生指数跃升1.5%至25,434.93 上证综合指数上涨1.2%至3,812.51 韩国Kospi微升0.1% 澳大利亚S&P/ASX 200上涨0.5%[2] 美国市场动态 - 标普500指数上涨0.8%创历史新高 道琼斯工业平均指数上涨350点（0.8%） 纳斯达克综合指数上涨1%[2] - 10年期国债收益率从4.22%下降至4.16% 因非农就业数据显示8月私营部门招聘人数较上月减少近一半[2] - 美联储可能因就业市场放缓在下次会议进行今年首次降息 此前一直因通胀担忧维持利率不变[2] 大宗商品与汇率 - 美国原油价格下跌38美分至每桶63.10美元 布伦特原油下跌32美分至每桶66.67美元[4] - 美元兑日元汇率从148.40跌至148.14 欧元兑美元汇率从1.1654升至1.1682[4] 贸易政策影响 - 特朗普签署行政命令实施美日贸易协议 日本汽车进口关税降低[2] - 关税政策此前加剧美联储对通胀恶化的担忧 影响利率决策[2] 经济数据解读 - 日本工资增长支持消费复苏和可持续通胀 ING Economics预计日本央行10月加息[2] - 美国服务业活动报告显示增长超预期 尽管就业数据疲软但未显示经济衰退信号[2]