美联储政策与市场预期 - 市场普遍预期美联储将在两日会议后宣布降息25个基点 这是年内首次降息[2][3] - 长期国债收益率徘徊在四个月低点 今日将进行130亿美元的20年期国债拍卖[6][11] - 政治压力显著增加 特朗普公开呼吁更大幅度降息并计划在明年5月替换主席鲍威尔 同时新任理事Stephen Miran获参议院确认加入董事会[3][6] 股票市场表现 - 标普500指数年内上涨12% 但涨幅仅为MSCI除美国外全球指数的一半[4] - 追踪"瑰丽七巨头"的基金2025年迄今上涨16%[4] - 特斯拉股价上涨3.6% 因CEO马斯克上周购入价值10亿美元公司股票[6] - Alphabet市值突破3万亿美元创历史新高[6] - 英伟达表现落后 因中国市场监管机构继续对其违反反垄断法行为进行调查[6] 货币与商品市场 - 美元指数跌至两个月低点[2] - 黄金价格创下历史新高[3] - 中国离岸人民币汇率升至2025年最高水平[3][4] 中美贸易关系 - 美中官员就TikTok转为美方控股达成框架协议 预计特朗普与习近平周五通话确认[4][10] - 马德里贸易谈判鼓舞了双方在11月后再次延长贸易休战的希望[4] 经济数据与事件 - 今日将发布美国8月进出口价格 零售销售 工业生产和住房指数等重要数据[11] - 英国就业市场和工资增长放缓 德国9月投资者信心意外增强[7] - 特朗普建议美国公司改为每半年报告一次盈利 可能带来重大变革[10]

America's largest group of homebuilders is feeling good about where the housing market is headed. That's because everyone seems confident that the Fed is poised to cut interest rates for the first time in 2025 this week, the National Association of Homebuilders wrote in a note Tuesday.That's expected to lower borrowing costs for buyers—a much-needed catalyst for the US housing market to reopen after years of higher mortgage rates that have sidelined buyers and sellers. The Fed looks poised to trim its ta ...

US stocks pulled back from records on Tuesday as the Federal Reserve kicked off its September policy meeting. The benchmark S&P 500 (^GSPC) and the tech-heavy Nasdaq Composite (^IXIC) fell around 0.1% and 0.15%, respectively, while the Dow Jones Industrial Average (^DJI) dipped nearly 0.3%. In an otherwise light week on economic data, investors received the latest figures on retail sales on Tuesday showing strong consumer spending despite sticky inflation and a wobbly labor market. Retail sales in August ...

Now, let's bring in Fox News contributor Liz Peak, who is live on set to discuss this with us. Uh, Liz, the talk of a rate cut and what's suggested by Jay Powell versus what we need. And by the way, to remind everyone, it's the board of governors that makes this decision.We tend to put this as its Fed chair, but it's the board of governors. >> Although typically the governors do go along with the Fed chair. It's pretty in fact the last meeting there were two dissenters and that was like totally shocking to ...

U.S. stock futures are showing modest gains this Tuesday, September 16, 2025, as investors eagerly await the Federal Reserve's crucial policy decision, expected to include an interest rate cut. The positive sentiment is largely a carryover from Monday's record-setting session for technology-heavy indexes and renewed optimism surrounding U.S.-China trade relations. Premarket indicators suggest a cautious but upward trend as market participants digest a slew of economic data and corporate news before the open ...

By Abigail Summerville and Sukriti Gupta (Reuters) - Wall Street's three main stock indexes ended lower in choppy trading on Tuesday as caution set in ahead of an anticipated interest rate cut from the Federal Reserve. Investors are largely still pricing in a 25 basis-point cut from the U.S. central bank at the conclusion of its two-day meeting on Wednesday, to offset the deterioration in the U.S. labor market, evidenced by numerous recent economic indicators. Data on Tuesday showed that U.S. retail sal ...

行业销售表现 - 2025年8月印尼新车销量同比下降19%至61,780辆[1] - 2025年前八个月行业总销量同比下降11%至500,951辆[3] - 轻型乘用车销量下降11%至387,110辆 商用车销量下降9%至113,841辆[3] 品牌竞争格局 - 丰田销量下降12%至161,079辆 大发下降25%至84,702辆[3] - 三菱下降11%至42,873辆 本田下降31%至42,291辆 铃木下降11%至39,101辆[3] - 中国品牌推动电动车销量激增 前八个月BEV销量增长三倍达53,100辆[4] - 比亚迪及腾势品牌合计销售25,537辆 奇瑞/欧萌达9,193辆 上汽通用五菱7,319辆[4] 宏观经济背景 - 第二季度经济增长加速至51% 高于第一季度的49%[2] - 印尼央行8月第五次降息25个基点至500% 较一年前峰值625%显著下降[2] - 市场情绪显著减弱 消费者减少大额购买[2] 生产与出口情况 - 前八个月整车产量下降超3%至757,220辆[5] - 同期完全组装车辆出口增长12%至335,063辆[5]

LIVE S&P 500 Builds on Record High as Fed Rate Call Comes Under More Scrutiny Last Updated: 1 hour ago S&P 500 Builds on Record High as Cook, Miran Rulings Heap More Scrutiny on Fed Rate Call By George Glover Topics Memberships Subscribe to Barron's Tools Customer Service Customer Center Network Stocks looked set to climb again as investors waited for Wednesday's Federal Reserve policy decision, with the central bank all-but certain to cut interest rates for the first time this year. Futures tracking the Do ...

中美贸易关系与市场反应 - 美国股市在2025年9月15日因特朗普对中美贸易谈判的积极评论而上涨 标普500指数上涨05%至历史新高661528点 纳斯达克指数上涨09%至2234875点 道琼斯工业平均指数微涨01%至4588345点 [2] - 特朗普政府宣布对中国商品维持约55%的复合关税（包括10%基准互惠关税 20%芬太尼相关关税和25%现有关税） 同时中国预计对美国进口征收10%关税 [4] - 分析师认为市场对中美"框架协议"反应谨慎 因缺乏中国让步的具体细节 且中国经济数据疲软（8月工业生产和零售增长不及预期 新房价格连续27个月下跌） [5][6] 企业财报披露制度改革 - 特朗普提议废除季度财报 改为半年度披露 理由为节省成本并让管理层更专注于公司运营 [7] - 金融界反应分歧 部分分析师认为SEC最早2026年才可能实施变更 且流程需6-12个月 反对者（如CFA协会）认为这将降低透明度损害投资者利益 [8][9][10] - 纳斯达克支持减少披露频率 但有观点认为当前严格财报要求正是美股获得估值溢价的原因 [10] 科技与硬件板块表现 - 特斯拉股价上涨36%（或539美元） 因马斯克斥资10亿美元回购公司股票 [13] - Alphabet股价上涨45%（或394美元） 市值突破3万亿美元 加入英伟达、微软和苹果的万亿市值俱乐部 [13] - 计算机硬件（NYSE Arca指数上涨25%）和网络设备（NYSE Arca指数上涨23%）板块表现强劲 但芯片股承压 英伟达股价下跌25% [13] 货币政策与市场预期 - 特朗普要求美联储大幅降息 而市场普遍预期9月18日FOMC会议将至少降息25个基点 CME FedWatch工具显示降息概率达964% [12] - 债券收益率下降已对股市形成支撑 与美联储政策预期形成联动 [12]

European stocks are likely to open higher on Tuesday as a two-day policy meeting of the U.S. Federal Reserve gets underway today amid expectations of a larger-than-expected rate cut.The Fed's monetary policy announcement is due on Wednesday, with the U.S. central bank widely expected to deliver a quarter point interest-rate cut following recent data showing relatively subdued inflation and a weakening labor market.According to CME Group's FedWatch Tool, there is a slim 3.6 percent chance of a half-point ra ...