For more on the markets, let's bring in Steve Iceman. He is host of the Real Eyesman Playbook podcast and former senior portfolio manager at Newberger Berman. Steve, it's good to have you.Thanks for having me. Um, I mean, weigh in I guess here on on this uh how this infects if it does the macro. It's interesting when you talk about oh uh are they going to be more tolerant of inflation.I've always been of the mind the equity market's not going to freak out about inflation unless the bond market is. Bond mark ...

Jeffrey Rosenberg, portfolio manager of the systematic multi-strategy fund at BlackRock, discusses what future Federal Reserve rate cuts could mean for the fixed-income market. ...

Michael Darda, Roth Capital Partners chief economist and macro strategist, says credit markets are "extremely bullish" right now and the forecasts for Federal Reserve rate cuts seem steep considering the current economic backdrop. He speaks on "Bloomberg Open Interest." ...

It's time to get your wallet out and put more money into the stock market, one bank says. - Getty Images/iStockphoto Happy Fed day on what, despite the turbulence, has been a pretty impressive year for investors. Strategists at Societe Generale point out that none of the 28 major asset classes in the multi-asset portfolio they recommend, from European government bonds to gold, are negative this year. And the good times, they say, will continue, because the Federal Reserve is cutting rates in a non-recess ...

市场周期与货币政策 - 市场目前处于中期周期而非晚期阶段 [1] - 美联储降息将成为下一阶段上涨的真正催化剂 降息可通过宣布进入宽松周期恢复市场信心 降低借贷成本将恢复流动性和促进业务扩张 [2] - 当前市场环境与1998年9月和2024年9月相似 均为美联储长期暂停后政策转向时期 [2] 加密货币投资前景 - 未来三个月加密货币可能出现巨大波动 [1][3] - 纳斯达克100指数、比特币和以太坊被列为顶级交易标的 利率敏感型小盘股和金融股同样受关注 [3] - 以太坊国库公司相比比特币竞争对手更具可持续性优势 因其能够产生质押收益 [3][4] 数字资产持仓分析 - 数字资产国库公司持有市场重要份额 包括4.0%的BTC、3.1%的ETH和0.8%的SOL 这些公司的成功对币价至关重要 [4] - BitMine Immersion Technologies是以太坊持仓龙头 持有215万枚ETH价值超过97亿美元 [5] - SharpLink Gaming持有837,230枚ETH 规模不足BitMine一半 [5] 以太坊竞争优势 - 质押收益能力可能提升市场对净资产价值比率(mNAV) [4] - 以太坊国库公司通过质押获得收益的特性 使其比比特币持仓公司更具可持续性 [3][4]

“[Thursday’s] CPI report has been trumped by the jobless claims report,” said Seema Shah at Principal Asset Management. “If anything, the jump in jobless claims will inject a bit more urgency in the Fed’s decision-making, with Powell likely signaling a sequence of rate cuts is on the way.”The U.S. Bureau of Labor Statistics report released on Thursday showed that consumer prices rose +0.4% m/m in August, stronger than expectations of +0.3% m/m. On an annual basis, headline inflation picked up to +2.9% in Au ...

By Sarupya Ganguly BENGALURU (Reuters) -The U.S. Treasury yield curve will steepen over coming months as increasing Federal Reserve rate cut bets drive short-term yields lower even as longer-dated ones remain high, a Reuters survey of bond strategists showed. Treasury yields have broadly fallen recently with the benchmark 10-year yield hitting a five-month low after jobs data showed a weakening labor market, exacerbated by the Bureau of Labor Statistics saying the U.S. economy created over 900,000 fewer ...

By Rashika Singh and Akriti Shah (Reuters) - Barclays and Deutsche Bank raised their year-end targets for the S&P 500 on Wednesday, citing stronger corporate earnings, resilient U.S. economic growth and optimism around artificial intelligence. Deutsche Bank increased its target to 7,000 from 6,550, while Barclays raised its forecast to 6,450 from 6,050. The index touched a record high of 6,555.97 earlier on Wednesday and has risen 11.2% so far this year. Barclays and Deutsche Bank join a spate of banks ...

市场表现与指数动态 - 全球股市跟随美国主要指数创历史新高后继续上涨 受美联储降息预期推动 [1] - 美国标普500指数期货上涨0.3% 纳斯达克指数期货上涨0.3% 道琼斯工业平均指数期货下跌0.1% [4] - 欧洲股市开盘上涨 法国CAC 40蓝筹指数早盘上涨0.3% [6] 地缘政治与国防板块 - 以色列打击哈马斯领导层及俄罗斯无人机进入波兰领空事件推高地缘政治风险 [3] - 国防类股票表现强劲 法国泰雷兹上涨2.4% 达索航空上涨1.8% 德国莱茵金属和意大利莱昂纳多均上涨0.7% 英国BAE系统上涨0.6% [5] - 波兰当局关闭包括华沙在内主要机场 为俄乌战争爆发以来首次 [5] 企业动态与业绩公告 - 诺和诺德股价下跌1.0% 六周内第二次下调业绩指引 计划裁员约11% 预计每年节省13亿美元成本 [6] - 甲骨文股价盘前大涨29% 因在截至8月31日的季度与三家客户签订四份价值数十亿美元的合同 [7] 政策与法律事件 - 美国最高法院同意快速审理特朗普全球关税案 [1] - 联邦法官禁止特朗普在诉讼期间解除丽莎·库克美联储理事职务 [1] - 法国总统马克龙任命国防部长塞巴斯蒂安·勒科努为新任总理 [6] 经济数据预期 - 8月生产者价格指数数据将于周三公布 通胀数据将于周四发布 [2] - 周四关键通胀读数将影响投资者对美联储年底利率路径的预期 [4]

Last Updated: 11 hours ago Gold Sets New Record High. Rate Expectations Are Helping. By CONCLUDED Stock Market News From Sept. 9, 2025: Dow, S&P 500 and Nasdaq All Hit Records Callum Keown Gold continued its march higher into uncharted record territory Tuesday as investors emboldened their bets on Federal Reserve rate cuts. Gold futures rose 0.4% to $3,692, reaching $3,698 at one point, in early trading. The precious metal has climbed 40% so far in 2025. Traders are pricing in a 67% chance of three rate cut ...