Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Inflationary pressures continue to mount, reemerging as the top concern among economists and market watchers, who place the blame squarely on President Donald Trump’s trade and tariff policies. Inflationary Risks ‘Are Rising’ On Tuesday, The Kobeissi Letter warned in a post on X that “Inflation risks are rising,” noting that “72% of CPI components are now surging faster than the Fed's 2% target,” which it ...

By Sinéad Carew and Marc Jones NEW YORK/ LONDON (Reuters) -MSCI's global equities gauge lost ground while the dollar rose as investors worried that Thursday's surprisingly strong U.S. economic data would make the Federal Reserve more cautious about cutting interest rates. U.S. Treasury yields also rose after the Commerce Department's Bureau of Economic Analysis said the U.S. economy grew faster than previously thought in the second quarter, pumped up by an ebb in imports and a pickup in consumer spending ...

By Stella Qiu SYDNEY (Reuters) -Australian consumer prices rose at the fastest annual pace in a year in August after a hot July, suggesting some upside to inflation that prompted markets to pare back the chances of imminent policy easing. The Australian dollar rose 0.3% to $0.6619, while three-year government bond futures fell 7 ticks to 96.45, the lowest in three weeks. Investors doubled down on bets that the Reserve Bank of Australia will skip a move in interest rates next week given the recent flow o ...

ToplineFederal Reserve Chair Jerome Powell on Tuesday said a weakening labor market in the U.S. has outweighed concerns about growing inflation, prompting the central bank to lower interest rates last week for the first time in months amid pressure from President Donald Trump. A recent decision by the central bank leaves the U.S. “well-positioned” to respond to economic developments, Powell said.Copyright 2025 The Associated Press. All rights reserved.Key FactsPowell, during an address Tuesday in Providence ...

美国国债正朝着五个交易日以来的首次上涨迈进。交易员预计，多位美联储官员即将发表的讲话，可能 会释放出更多降息信号。 当前美债各期限收益率普遍下行，其中10年期国债收益率下跌2个基点至4.13%。此前，由于美联储官 员在上周释放出对进一步宽松政策持谨慎态度的信号，且周一的相关表态延续了这一基调，美债市场一 直承压。 鉴于周二将有多位美联储官员发表讲话——包括主席鲍威尔及政策制定者古尔斯比、鲍曼和博斯蒂克， 投资者正寻求更明确的方向信号。目前市场对美联储未来政策路径的不确定性较高，因此投资者在押注 时更倾向于选择那些即便经济出现意外波动导致降息计划受阻，仍有望获得回报的标的。 Pepperstone高级研究策略师Michael Brown表示："市场希望鲍威尔能澄清上周降息被定性为'风险管理 式'举措所引发的部分困惑。"他还补充称，早盘两年期美债的拍卖可能会被市场较好消化。 上周鲍威尔实施备受期待的降息时，将此次降息描述为一次"风险管理式"的举措，并强调需在就业市场 出现的疲软迹象与通胀上行风险之间取得平衡。 自该决定公布以来，美联储官员对未来进一步宽松的时机与可能性释放出了相互矛盾的信号。美联储官 员穆萨勒姆表 ...

经济预测与展望 - 经合组织预计美国经济今年增长1.8% 较6月预测的1.6%有所上调 2026年增长预期维持1.5%不变[1] - 全球经济增长预期从6月的2.9%上调至3.2% 2026年维持2.9%预测不变[1] - 欧元区9月综合PMI达51.2超预期 服务业PMI51.4显著高于预期的50.6 制造业PMI49.5低于预期的50.7[10] 货币政策动态 - 市场定价显示10月FOMC会议降息25基点概率为89.8% 维持利率不变概率10.2%[2] - 美联储官员意见分歧：理事Stephen Miran主张积极降息 圣路易斯联储主席认为降息空间有限 亚特兰大联储主席对进一步宽松持谨慎态度[3] - 瑞典央行降息25基点至1.75% 暗示可能是当前周期最后一次宽松[9] - 10年期美债收益率下降0.48%至4.127%[7] 美股市场表现 - 标普500、道指和纳斯达克100指数均创历史新高 芯片股表现突出[4] - 英伟达计划向OpenAI投资1000亿美元建设AI基础设施 股价上涨超3%[4] - Teradyne因Susquehanna将目标价从133美元上调至200美元 暴涨12%成为标普500涨幅最大个股[4] - 应用材料获摩根士丹利上调至超配评级 目标价209美元 股价涨超5%[4] - 肯vue因特朗普政府将泰诺活性成分与自闭症关联的报道暴跌7%[4] 欧洲市场动态 - 欧洲斯托克50指数上涨0.64% 公用事业股领涨[8] - 丹麦Orsted暴涨6% 因美国联邦法院允许其恢复罗德岛海上风电项目[8] - 英国家装零售商Kingfisher因上调全年预期股价飙升17%[9] 亚太市场概况 - 上证综指微跌0.18% 银行股强势抵消科技股获利了结压力[12] - 中国计划通过三大政策性银行投放5000亿元人民币（703亿美元）刺激投资[12] - 杭州长川科技因前三季度净利润预告乐观股价涨停20%[12] - 日本市场因秋分节休市[13] 重要经济数据前瞻 - 市场预计美国9月制造业PMI为52.2 服务业PMI为54.0 均较前值53.0和54.5有所下降[6] - 里士满联储制造业指数预计为-5 较前值-7改善[7] - 美联储主席鲍威尔将在普罗维登斯商会发表经济展望讲话 多位联储官员同日发表讲话[6] 个股盘前交易 - 肯vue盘前反弹上涨4% 公司声明强调科学证据不支持乙酰氨基酚与自闭症的关联[14] - 波音获乌兹别克斯坦航空22架787梦想飞机订单 盘前涨超2%[14] - CoreWeave获富国银行上调至超配评级 目标价170美元 盘前涨超2%[15] - Lam Research遭KeyBanc下调至平配评级 盘前跌超1%[15] - Firefly Aerospace因Q2业绩不及预期盘前暴跌10%[15] 企业财报焦点 - 美光科技和汽车零部件销售商AutoZone将于今日公布季度业绩[7][15] - 其他公布业绩公司包括Worthington Industries、AAR和MillerKnoll[15]

By Chibuike Oguh and Canan Sevgili NEW YORK/LONDON (Reuters) -The U.S. dollar held steady against major peers on Tuesday as investors weighed commentary from Federal Reserve officials including Chair Jerome Powell, while the Swedish krona gained after the Riksbank delivered a hawkish 25-basis-point rate cut. The dollar was down 0.11% at 0.791 against the Swiss franc The euro was up slightly by 0.08% at $1.1812 while sterling was flat at $1.3517. Powell said the central bank needed to continue balancing ...

黄金期货价格表现 - 黄金期货价格创历史新高 [1] 矿业公司股价表现 - Newmont Corporation股价上涨17%至8308美元 触及三年高点8380美元 年初至今累计上涨123% [2] - Pan American Silver Corp股价上涨23%至3730美元 触及四年高点3816美元 年初至今累计上涨85% [2] - Freeport-McMoRan Inc股价微涨02%至4504美元 过去九个月累计上涨14% [3] 期权交易特征 - Newmont Corporation波动率指数为35% 处于年度16百分位以下 [3] - Pan American Silver Corp波动率指数为41% 处于年度16百分位以下 [3] - Freeport-McMoRan Inc波动率指数为36% 处于年度16百分位以下 [3]

The Atlanta Fed president, Raphael Bostic, said risks of weaker employment outcomes have risen, but years of elevated inflation remain a serious concern. ...

LIVE Last Updated: 1 hour ago Wall Street Fear Index Creeps Up as Investors Await Fed Speakers By George Glover Dow Set to Open Down as the Market Struggles to Find Catalysts Investors were feeling a little more on edge on Monday ahead of a slew of speeches by Federal Reserve governors, including President Donald Trump's ally Stephen Miran. The Cboe Volatility Index, or VIX, rose to 16.2 from 15.4 in early trading. The widely-followed fear gauge tracks S&P 500 options contracts, with any reading of above 20 ...