Inflation

搜索文档
AI euphoria must broaden out for equity markets to continue to grow, says Aperture's Peter Kraus
Youtube· 2025-09-24 13:25
Fed Chair Jay Pow calling the central bank's policy stance mildly restrictive in his words and saying that he considers uh the body well positioned uh to respond to economic developments. Joining us now Peter Krauss, Aperture Investors uh chairman and CEO. What did he say about the the stock valuations.I hate when they when Fed people or Treasury secretaries talk about things Janet Yellen it was the biotech industry I think and then it doubled uh from there. Did he did he say anything um out of character fo ...
Mexico's inflation speeds up in early September
Yahoo Finance· 2025-09-24 13:00
MEXICO CITY (Reuters) -Mexico's headline inflation sped up in the first half of September, broadly in line with market expectations, heading closer to the upper limit of the central bank's target. Consumer prices were up 3.74% in the 12 months through mid-September, statistics agency INEGI said, speeding from a prior figure of 3.49%. Analysts polled by Reuters had forecast an annual rate of 3.77%. While the market expects inflation in Latin America's second-largest economy to reach 3.9% by the end of the ...
Why Investors Aren’t Pricing Inflation Into Trump’s Fed Takeover Bid
Yahoo Finance· 2025-09-24 12:34
President Donald Trump’s power grab at the Federal Reserve has sounded alarms across the monetary policy world – but not in one corner of the bond market where they might have made a difference. Investors aren’t pricing in higher inflation for the US, the one big danger that experts see looming when central-bank independence gets eroded. Market-based measures of price pressures are down from July peaks, and roughly in line with their two-year average. Medium- and long-term gauges are within shouting dist ...
CAC 40 Drifts Lower On Valuation Concerns, Rate Uncertainty
RTTNews· 2025-09-24 11:01
French stocks are showing some weakness on Wednesday amid apprehensions about the outlook for Fed rate cuts, and Fed Chair Jerome Powell's comments that equity valuations are high.A few Fed officials, including Michelle Bowman, Raphael Bostic and Austan Goolsbee are concerned about growing risks to the labor market, while others remain primarily worried about the possibility that above-target inflation could be pushed higher by tariffs and other policies.The benchmark CAC 40 was down 20.34 points or 0.26% ...
Equities end lower as valuation concerns creep in
Yahoo Finance· 2025-09-24 10:18
市场情绪与预期 - 标普500和纳斯达克期货微幅上涨 道指期货涨22点或0.05% 标普500期货涨11.5点或0.2% 纳斯达克100期货涨78.5点或0.3% [3] - 投资者评估美联储主席鲍威尔谨慎言论 并关注本周关键经济数据 [1] - 市场高度偏向鸽派预期 任何言论不及预期都可能引发情绪波动 [4] 美联储政策动向 - 鲍威尔未明确支持政策制定者中任一阵营 部分官员支持更激进降息以支撑就业 另一部分主张克制以避免通胀复燃 [2] - 美联储强调在应对通胀风险与劳动力市场疲软信号间需保持微妙平衡 [2] - 上周25基点降息推动股市上涨 投资者期待更多宽松政策维持势头 [3] 股市估值与结构 - 鲍威尔指出资产价格似乎处于较高估值水平 [1] - 部分行业存在股票估值过高担忧 过去三个月仅17%的标普500成分股跑赢指数 显示上涨行情广度狭窄 [4] 经济数据关注点 - 核心个人消费支出数据将受密切关注 该数据是美联储偏好通胀指标 若读数超预期强劲可能支持更谨慎降息步伐 若较弱则强化进一步降息预期 [5] - 周三住房市场数据可提供消费者需求和建筑商信心洞察 高借贷成本持续影响可负担性 [5] 个股表现 - Lithium Americas美国上市股价大涨67% 因报道称特朗普政府考虑收购该公司至多10%股权 [7]
Best CD rates today, September 24, 2025: Lock in up to 4.45% APY
Yahoo Finance· 2025-09-24 10:00
Deposit account rates are on the decline. The good news: You can lock in a competitive return on a certificate of deposit (CD) today and preserve your earning power. In fact, the best CDs still pay rates above 4%. Read on for a snapshot of CD rates today and where to find the best offers. Where are the best CD rates today? CDs today typically offer rates significantly higher than traditional savings accounts. Currently, the best short-term CDs (six to 12 months) generally offer rates around 4% to 4.5% AP ...
US Stocks Resist S&P 500 Drops of 2% or More in Best Run in Over a Year
Yahoo Finance· 2025-09-24 09:30
US stock investors are unflappable. Trade tensions, slowing growth and frothy valuations — none of it has stopped the torrid rally to record after record for the S&P 500 Index. Most Read from Bloomberg The US equities benchmark has gone 107 sessions without a drop of at least 2% — its longest stretch since July 2024. Even the early April tariff drama has been shrugged off with the gauge soaring 34% and adding nearly $16 trillion in market value since then, according to data compiled by Bloomberg. Risk ...
Gold Price Outperforms Bitcoin as Powell Fans Inflation Fears: Are Rate Cuts a Pipe Dream?
Yahoo Finance· 2025-09-24 09:27
A new Deutsche Bank study asks whether Bitcoin could sit alongside the surging gold price in central bank reserves by 2030. The comparison focused on liquidity, volatility, and credibility, and the outcome was blunt: both may end up coexisting. The report calls gold and Bitcoin “complementary diversifications” for central banks. But it also stresses that the US dollar isn’t losing its top spot anytime soon. “We conclude there is room for both gold and bitcoin to coexist on central bank balance sheets by ...
Dollar Rises After Powell's Cautious Tone on Rate Cuts
Barrons· 2025-09-24 08:25
市场动态 - 标普500指数连续第二日下跌[1] - 美元因美联储主席鲍威尔对降息持谨慎态度而走强[1] 货币政策 - 美联储主席鲍威尔强调过快降息可能导致抑制高通胀的任务未完成 未来或需重新加息[2] - 鲍威尔指出维持利率过高过久可能削弱劳动力市场[2] - 美联储对10月会议利率调整避免给出明确信号 因就业与通胀均存在风险[1]
FGDL: The 'Responsible' Way To Buy Gold
Seeking Alpha· 2025-09-24 03:59
As Gold ( XAUUSD:CUR ) currently flirts with $3,800 per ounce, investors are increasingly looking at the yellow metal as a hedge against potential risks like inflation, geopolitics, and system instability. I covered Gold earlier in SeptemberFormer media research analyst. Main coverage areas are crypto, BTC miners, metal, and media equities. I'm not an investment advisor. I just share what I do with my own capital and why. Outside of Seeking Alpha, I also write the Heretic Speculator newsletter over at Subst ...