All right. So, uh, now they're at 6,800 directionally. Do you agree with that.That after the Fed rate cut, there's more upside for the market in this calendar year. Uh, and does it also extend to next year. I think that's the question a lot of people are trying to figure out.I think it does. I think the the extension into next year is absolutely there. We have two major catalyst playing out right now.One is the the Fed rate cut with expectations of more to come and that should extend the economic cycle. Um, ...

Crypto markets record historic liquidations. | Credit: Andrew Burton/Getty Images. Key Takeaways Over $1.6 billion was wiped out from long positions. Analysts predict a second Fed Reserve rate cut in October. September is historically the worst-performing month for crypto market returns. A gigantic $1.7 billion was liquidated from the crypto markets over the past 24 hours as macroeconomic factors and uncertainty forced an abrupt correction after weeks of upward momentum. Crypto Wipeout It’s been ...

Mortgage rates are sorting out the Fed rate cut. According to Zillow, the current 30-year fixed mortgage rate is 6.32%. The 15-year fixed rate is 5.70%. If you can get a similar rate from a lender, this might be a good time to buy a house and lock in a relatively low rate. "This ongoing gap between market and Fed expectations means that some risk of upward pressure on mortgage rates remains, but for now, consumers have already benefited from the drop in mortgage rates that has brought mortgage rates below ...

债券市场动态 - 10年期国债收益率从398个基点上升至413-414个基点 达到两周高点[1][2] - 长期债券收益率被认为过低 抵押贷款利率较周三下午上升约20个基点[12][13] - 商品交易顾问大量持有长期债券头寸 10年期期货价格约为112美元左右[11][12] 美联储政策预期 - 预计10月和12月将继续降息 但过度降息可能对长期利率和通胀不利[2][19] - 联邦基金利率可能降至3.25%-3.5% 预计最多再降息2-3次[19] - 美联储目前更关注就业状况 将通胀目标置于次要位置[14][16] 经济基本面分析 - 就业市场出现轻微恶化迹象 下周将公布失业金申请数据[13][15] - 移民劳动力减少和关税政策不确定性抑制企业招聘意愿[17] - 人工智能和核能等技术发展推动经济持续增长[18] 美联储领导层变动 - 特朗普政府可能任命Hasset为下一任美联储主席[7][8] - 现任主席Paul预计将完成任期以维护美联储独立性[8] - Myron被视为 outsider 可能不会留任[6][9] 股票市场观点 - 机构投资者超配股票达28% 市场已处于泡沫状态[21] - 建议10月第二周前避开股市 尽管可能错过最后1-2%涨幅[21][22]

美联储降息对银行账户的影响 - 银行根据市场竞争和存款需求等因素设定支票和储蓄账户利率 但总体上跟随联邦基金利率变动[2] - 本次25个基点的温和降息不会导致利率剧烈变化 目前最优储蓄账户利率维持在4%年收益率左右[3] - 预计储蓄账户利率将随降息出现下调 高收益率账户供给可能减少[3] 对定期存款产品的影响 - 定期存款利率与联邦基金利率挂钩 本次降息将导致其利率水平下降[4] - 定期存款允许在整个期限内锁定 guaranteed利率 期限选择包括6个月至2年[5] - 在利率下降周期中 通过定期存款锁定当前较高利率是有效的储蓄策略[5] 对个人贷款市场的影响 - 个人贷款是较实惠的融资选择 近年来平均利率维持在12%左右[6] - 本次降息预计将使个人贷款利率小幅下降[6] - 贷款利率与申请人信用评级密切相关 优质客户可获得高个位数利率[7] 对信用卡债务的影响 - 信用卡利率与最优惠利率挂钩 而最优惠利率直接关联联邦基金利率[8] - 当前信用卡平均利率高达21%-22% 属于最昂贵的借贷方式之一[9] - 即使利率小幅下降 仍建议通过个人贷款或0%余额转移卡进行债务整合[9] 对投资市场的影响 - 降息通常利好股市 企业融资成本降低有利于日常运营和业务扩张[10][11] - 预计短期内投资价值将出现上涨[11] - 投资决策应基于投资组合分散度 时间跨度和风险承受能力 而非短期利率变动[12]

The wheat complex is continuing the weaker trade across the three markets on Friday. CBT soft red wheat futures are trading with 3 to 4 cent losses. KC HRW futures are down 4 to 5 cents. MPLS spring wheat futures are showing fractional to a penny losses at midday The US dollar index continues to bounce following the Fed rate cut, as it is up another $0.304 to $97.275. More News from Barchart The weekly Export Sales report showed accumulated sales (shipped and unshipped) at 13.156 MMT, which is 20% large ...

主要股指表现 - 标普500指数上涨0.48% 纳斯达克100指数上涨0.95% 道琼斯工业指数上涨0.27% 三大指数均创历史新高[1][2] - 九月E-mini标普期货上涨0.50% E-mini纳斯达克期货上涨0.92%[1] 半导体行业动态 - 英特尔股价大涨超过22% 英伟达同意投资50亿美元并宣布将共同开发PC和数据中心芯片[2][12] - KLA Corp上涨超过6% ASML Holding NV上涨超过6% Applied Materials上涨超过6%[12] - 美光科技上涨超过5% Marvell Technology上涨超过5% ON Semiconductor上涨超过4%[12] - 英伟达股价上涨超过3% GlobalFoundries上涨超过2% NXP Semiconductors NV上涨超过2%[12] - ARM Holdings下跌超过4% 因英伟达投资英特尔的消息影响[17] 宏观经济数据 - 每周初请失业金人数下降33,000人至231,000人 低于预期的240,000人[5] - 九月费城联储商业展望调查上升23.5点至23.2 创8个月新高 远高于预期的1.7[5] - 八月领先指标下降0.5% 差于预期的下降0.2% 为四个月最大降幅[6] - 10年期国债收益率上升1.4个基点至4.101% 创两周新高[7] 个股表现 - CrowdStrike上涨超过12% 公司在投资者简报中讨论AI战略并给出2027财年初步展望[13] - 89bio上涨超过85% 罗氏宣布以35亿美元收购公司 每股收购价14.50美元[13] - AeroVironment上涨超过4% 美国银行首次覆盖给予买入评级 目标价300美元[13] - Allstate上涨超过4% 报告八月灾难损失1.68亿美元 环比下降8.7%[14] - Cooper Cos上涨超过4% 董事会批准增加10亿美元股票回购计划至20亿美元[14] - CSX Corp上涨超过2% RBC资本市场将评级从行业表现上调至跑赢大盘 目标价39美元[14] - FactSet Research Systems下跌超过10% 第四季度调整后EPS为4.05美元低于预期的4.15美元[15] - Red Cat下跌超过10% 宣布计划通过承销公开发行出售普通股[16] - Darden Restaurants下跌超过7% 预测2026年调整后EPS为10.50-10.70美元 中点低于预期的10.67美元[16] - Cracker Barrel下跌超过7% 预测2025年收入33.5-34.5亿美元 低于预期的35.2亿美元[17] - Nucor下跌超过5% 预测第三季度EPS为2.05-2.15美元 远低于预期的2.59美元[17] - Live Nation Entertainment下跌超过2% 遭美国联邦贸易委员会和七个州起诉[18] 央行政策与利率 - 市场定价显示94%概率美联储在10月28-29日FOMC会议上降息25个基点[6] - 英国央行以7-2投票维持官方银行利率在4.00%不变[11] - 掉期市场定价显示ECB在10月30日政策会议上降息25个基点的概率为2%[11] - 10年期德国国债收益率上升5.1个基点至2.726% 创两周新高[10] - 10年期英国国债收益率上升5.1个基点至4.676% 创1.5周新高[10] 国际市场表现 - 欧洲斯托克50指数上涨1.62% 创3.5周新高[6] - 中国上证综指下跌1.15% 从10年高点回落[6] - 日经225指数上涨1.15% 创历史新高[6]

We're going to start with a slate of all-time highs on Wall Street. Now, the major averages hit record highs. That's happening almost every day.Investors digesting yesterday's Fed rate cut. Earnings still look good, blah blah blah. The NASDAQ up about a percent, but it was the small cap Russell 2000 leading to gains.It rose more than two and a half%. And you may not know this, but the index setting its first record close since November of 2021. Interestingly though, rates actually were up.The benchmark 10-y ...

Strategists, meanwhile, uh rejiggering their year-end S&P targets amid those new record highs and the Fed easing cycle. Uh that is now begun. Uh our next guest is no exception, raising his year-end target to between 66 and 6,800.Also saying though he expects volatility to increase some. Joining us now is Daryl Kron, chief investment officer uh for wealth and investment management at Wells Fargo. Daryl, uh good to see you.Um, obviously the market it kind of got what it both expected and was hoping for, right ...

The Fed did cut rates by 25 basis points as widely expected and suggesting two more cuts would come by the end of the year. That was kind of the the median consensus call among the committee. Joining us now, Jeremy Seagull, chief economist at Wisdom Tree and Professor Emeritus of Finance at the University of Pennsylvania's Wharton School of Business.Uh Jeremy, it's good to have you this morning. I I guess we can uh you know, if you if you want to just follow the market's verdict, you often don't get a clean ...