U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 250 points on Friday.The Dow traded up 0.58% to 46,213.26 while the NASDAQ rose 0.31% to 22,455.17. The S&P 500 also rose, gaining, 0.47% to 6,636.07.Check This Out: Jim Cramer Says This Financial Stock Is A ‘Total Spec,’ Likes Dutch Bros,Leading and Lagging SectorsEnergy shares jumped by 1% on Friday.In trading on Friday, consumer staples stocks fell by 0.3%.Top HeadlineThe Federal Reserve’s preferred inflation gauge showed ...

U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 250 points on Friday.The Dow traded up 0.58% to 46,213.26 while the NASDAQ rose 0.31% to 22,455.17. The S&P 500 also rose, gaining, 0.47% to 6,636.07.Check This Out: Jim Cramer Says This Financial Stock Is A ‘Total Spec,’ Likes Dutch Bros,Leading and Lagging SectorsEnergy shares jumped by 1% on Friday.In trading on Friday, consumer staples stocks fell by 0.3%.Top HeadlineThe Federal Reserve’s preferred inflation gauge showed ...

Year-over-year core PCE inflation coming in as expected, up by 2.9% in August, but uh obviously it's still pretty sticky. Joining us right now on the implications for the Fed with all of this is Loretta Mester. She is former Cleveland Fed president and a junct professor now at the University of Pennsylvania.And Loretta, what do you think of these numbers. Maybe not hotter than expected, but but sticky nonetheless. Yeah, it was another month of stickiness and that isn't really what the Fed wants to see.I mea ...

The Federal Reserve's preferred inflation gauge showed that inflationary pressures remained elevated in August, as policymakers seek to balance the need to restore price stability against a weakening labor market following last week's interest rate cut. The Commerce Department on Friday reported that the personal consumption expenditures (PCE) index rose 0.3% in August from a month ago and is up 2.7% from last year. Those figures were in line with the estimate of LSEG economists.Core PCE, which excludes vol ...

俄罗斯为对乌克兰发动的战争付出的经济代价，显然比俄罗斯试图让人相信的要高昂。如今，俄政府打算向消费者 "伸手" 筹款。 为激励参军推出的高额补助，也让部分家庭短期内收入提升，一定程度上拉动了局部消费。但最近，民用行业的危机迹象不断增多，普通民众正成为经济压 力的最终承受者，通货膨胀持续侵蚀着家庭购买力。 对于增税的合理性，俄政府在声明中试图平衡矛盾：一方面承诺 "国家将履行其在社会政策方面的所有义务"，安抚担忧福利缩水的民众；另一方面却明确 将国防与安全、士兵及家属保障列为 "战略优先事项"。 这种表述上的倾斜早已暗藏伏笔，从2025年预算结构中可见一斑：据俄联邦财政部统计，军事和安全支出已占据全部国家支出的40%，这一比例较冲突前飙 升近25个百分点，相当于每花出100卢布，就有40卢布流向战争相关领域。 冲突初期，战争经济曾给俄罗斯带来短暂的表面增长。军工复合体成为最大受益者：坦克制造厂、导弹生产企业接到海量政府订单，生产线24小时运转。 俄罗斯总理表示，2026年俄罗斯国内生产总值（GDP）预计增长1.3%，3年内俄罗斯国内生产总值预计增长7%左右。 此外，俄经济发展部下调俄罗斯2025年通货膨胀率预期 ...

全球经济回顾 - 2025年三季度全球经济增长态势修复 总需求小幅反弹 总供给整体平稳 居民消费占全球GDP 55.4% 私人投资占28.1% 政府支出占16.5% 农业占4.3% 工业占27.5% 服务业占68.2% [1] - 主要经济体表现分化 美国经济回暖 欧洲弱复苏 日本增长承压 印度超预期冲高 俄罗斯面临挑战 [1] - 全球制造业PMI在8月升至50.9% 较上月上升1个百分点 重回扩张区间 美国制造业PMI升至53.3% 创2022年5月以来新高 [12] - 全球服务业PMI在8月为53.4% 较上月小幅下降0.1个百分点 发达经济体服务业PMI下降0.6个百分点至53.3% [13] 通胀表现 - 美国8月CPI环比增长0.4% 同比增长2.9% 核心CPI同比增长3.1% 核心商品价格同比上涨1.5% 为2023年5月以来最高 [20][53] - 欧元区8月HICP同比增长2.1% 高于上个月的2% 服务业同比增长3.1% 日本7月综合CPI降至3.1% 但核心CPI维持3.4%高位 [20] - 主要新兴经济体除南非和墨西哥外 CPI增速呈下降趋势 [20] 贸易形势 - 2025年三季度关税政策冲击缓和 美国进口关税税率在8月末小幅下降2.4个百分点至25.9% [23] - 世界贸易组织将2025年全球货物贸易增速预测由4月的-0.2%上调至0.9% [23] - 7月韩国 新加坡 泰国 印度尼西亚和越南出口增速分别达到5.9% 8.6% 11.0% 11.3%和17.7% [24] - 中国7月出口规模同比增长7.2% 较上年同期提高0.3个百分点 [24] 财政政策 - 美国2025财年前10个月累计赤字规模1.63万亿美元 同比增速7.7% 7月关税收入大幅增长至280亿美元 同比大幅增长273% [31] - 欧元区债务未偿还余额占GDP比重持续增加 7月占比高达78.1% 较2024年12月上升2.7个百分点 [31] - 日本2025年上半年月度支出环比增速高达59.5% 截至8月财政收支赤字累计为3.2万亿日元 [32] 货币政策 - 美联储在9月议息会议降息25个基点 欧央行在7月和9月维持利率不变 [38] - 预计2025年四季度美联储或将降息2次 [39] - 日本央行可能于四季度加息至少25个基点 英格兰银行或暂停降息 [40] 重点经济体展望 - 预计2025年四季度美国实际GDP增速环比折年率在1%左右 CPI同比增速在3.5%左右 [56] - 欧元区二季度实际GDP环比增长0.1% 同比增长1.4% 私人消费表现较弱 投资增速由正转负 [57] - 日本将于12月中旬发布2026年税改方案 预计下调消费税可能性较低 [32] 跨境资本与金融市场 - 东南亚 墨西哥等发展中国家FDI增长 欧洲FDI或恢复 美国FDI落地或不及预期 [3] - 美元指数疲软 欧洲货币较强 亚洲货币坚挺 新兴市场货币分化 [3] - 美股存调整压力 新兴市场股市更具吸引力 科技股引领 制造业板块修复 [3] - 原油供给压力大 油价中枢下移 黄金受美联储降息预期支撑短期上行 铜供需偏紧 价格高位震荡 [3] 专题研究 - 特朗普第二任期下 中欧经贸有合作机遇 可深化贸易与产业链合作 加强绿色转型协作 推进《中欧全面投资协定》签约 [3] - 美联储货币政策框架调整 弱化零下限制约 取消通胀"补偿"策略 更强调就业与通胀关系 [3]

Markets retreated Friday as nagging uncertainty about the US interest rate outlook was compounded by data showing the world's biggest economy faring much better than expected and fresh tariff warnings from President Donald Trump.Asian investors looked set to end a largely disappointing week on a negative note following the third loss in a row for Wall Street, with concerns that stocks are overvalued after a lengthy rally adding to the mix.Traders are also keeping a wary eye on Washington as lawmakers bicker ...

Costco Wholesale (NasdaqGS:COST) Q4 2025 Earnings Call September 25, 2025 05:00 PM ET Company ParticipantsGary Millerchip - CFORon Vachris - President and CEOConference Call ParticipantsKelly Bania - AnalystSteven Zaccone - Equity Research AnalystChristopher Horvers - Senior AnalystZhihan Ma - AnalystJohn Heinbockel - AnalystShervin Zand - AnalystChuck Grom - AnalystRupesh Parikh - Senior AnalystPeter Benedict - Senior Research AnalystMichael Lasser - Equity Research AnalystSimeon Gutman - AnalystEdward Kel ...

Let's get more on that burst of positive economic news out this morning. Refllies inflation adjusted GDP for the second quarter came in at a healthy 3.8%. That was stronger than the 3.3% figure that was previously reported.And meanwhile, in a sign of strength for the labor market, initial jobless claims edged lower to 218,000 and July existing home sales, which just crossed ticked higher to just over 4 million. So, how does the US economy keep chugging along amid what seems like a drum beat of dire predicti ...

The Federal Reserve's preferred inflation barometer won't show a very worrisome increase on Friday, but investors want to know if there's any devil in the details. ...