美股市场整体表现 - 主要股指结束三日连跌 标普500指数上涨06% 道指上涨07% 纳斯达克指数上涨04% [2] - 通胀数据符合预期 市场认为美联储将继续降息路径 [2] 电子艺界收购案 - 股价飙升近15% 成为标普500指数中表现最佳成分股 [3][7] - 华尔街日报报道沙特公共投资基金与私募股权公司Silver Lake接近达成500亿美元私有化交易 或成史上最大杠杆收购案 [1][3] 英特尔业务进展 - 股价延续涨势 单日上涨44% [5] - 除与苹果公司谈判外 正与台积电探讨投资及合作机会 [5] - 英伟达宣布与英特尔达成50亿美元投资合作计划 [5] 波音监管进展与订单 - 股价上涨36% 美国联邦航空管理局允许公司自行签发部分737 Max和787机型适航证书 [6] - 土耳其航空签署225架飞机采购协议 [8] 好市多业绩表现 - 股价下跌近3% 第四财季美国同店销售额增长不及预期 [7][9] - 尽管销售和利润超预期 但消费者对非必需消费品保持谨慎 行业竞争加剧 [9] 甲骨文与 eBay 市场动态 - 甲骨文股价下跌27% 罗斯柴尔德Redburn给予"卖出"评级 认为市场对其云业务预期过于乐观 [10] - eBay股价下跌约2% 公司同意收购挪威C2C社交交易平台Tise [11] 帕卡关税受益 - 股价上涨超5% 美国政府宣布对重型卡车等商品征收新关税 [4] - 公司此前称关税不确定性压制卡车市场需求 同时应对钢铁铝材关键部件关税影响 [4]

Major indexes snapped a three-day losing streak. ...

CONCLUDED Stock Market News From Sept. 26, 2025: Dow Bounces Back After Three-Day Slump Last Updated: 1 hour ago The S&P 500 Snaps Its Skid After Inflation Data Offers Few Surprises The stock market snapped its three-day skid after the Federal Reserve's preferred inflation gauge met expectations. Customer Service Customer Center Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory Saved Articles Watchlist News ...

US stocks gained on Friday as investors breathed a relative sigh of relief over an inflation report that came in line with expectations. Wall Street also digested new data signaling souring consumer sentiment and President Trump's fresh round of punishing tariffs. The Dow Jones Industrial Average (^DJI) and the S&P 500 (^GSPC) rose roughly 0.6%. The tech-heavy Nasdaq Composite (^IXIC) climbed 0.4%. The gains marked a shift after three straight days of losses for the major US gauges. Still, all three majo ...

Denise and her husband earn $150K a year, have no debt, and have built a sizable retirement fund — so why does money still feel tight? With seven kids to raise, this Tennessee mom called into The Ramsey Show [1] to get the experts’ take on her financial situation. “We paid everything off first, and then we had kids. And so we have a sizable retirement fund, and it just feels very strange to still be… in a situation where my husband's getting upset about money when we're supposed to be doing that well on ...

美联储政策路径 - 核心PCE通胀率8月同比上涨2.2% 符合预期但高于美联储2%目标[3] - 美联储官员对政策路径存在分歧 部分认为应快速调整至中性政策 部分强调需维持限制性直至通胀达标[5][6] - 债券市场定价反映美联储明年将利率降至3%的预期 但12月可能暂停降息[2][3] 经济数据表现 - 第二季度GDP修正值强劲 个人收入与支出增长超预期[3][7] - 失业金申领数据显示劳动力市场温和降温而非崩溃[8] - 消费者对未来5-10年通胀预期升至4.7% disinflation势头减弱[4] 信贷市场动态 - 9月美国投资级债券发行量近2000亿美元 创历史第四高纪录[21][22] - 垃圾债券发行量突破480亿美元 创2020年以来新高[23][31] - 甲骨文发行180亿美元债券用于AI领域投资 包括罕见4年期品种[22][23] 期限利差与避险需求 - 美国/英国/日本30年期国债收益率9月以来下降15-25基点[17] - 长期国债避险属性显现 经济不确定性推动需求上升[18] - 抵押贷款证券相对公司债存在显著利差优势 成为对冲选择[34] 信用风险分化 - 甲骨文信用违约互换(CDS)升至5月以来高点[29] - 消费领域出现个体违约案例 但主要集中于次级借款人[38][39] - 高收益债利差处于数十年高位 需通过个券选择控制风险[32][36] 政策工具改革 - 美联储讨论以更广泛短期利率替代联邦基金利率作为新基准[14] - 改革旨在提高货币政策传导效率 但短期实施可能性较低[15][16] 行业融资特征 - 科技公司通过长债锁定AI投资资金 投资者接受度超预期[25][27] - 主动管理在利差收窄环境下凸显价值 个券选择成为关键[24][37] - 金融债相对非金融债存在配置价值 担保债券需分析具体结构[41] 短期风险事件 - 美国政府可能停摆 影响9月非农就业报告发布[19][43] - 预计9月新增就业5万人 失业率维持4.3% 时薪环比涨0.3%[45] - 特斯拉将公布生产和交付数据 欧洲市场表现疲软[44]

美元指数表现及影响因素 - 美元指数(DXY00)周五下跌0.41% 主要受通胀数据符合预期及消费者信心下修影响[1] - 8月核心PCE物价指数环比上涨0.2% 同比上涨2.9% 完全符合市场预期 为美联储维持宽松货币政策提供条件[1][3] - 密歇根大学消费者信心指数意外下修至55.1 创四个月新低 低于维持55.4不变的预期[1][3] 美元支撑因素 - 8月个人支出环比增长0.6% 超出0.5%的预期 创五个月最大增幅[2][3] - 8月个人收入环比增长0.4% 高于0.3%的预期 显示经济韧性[2][3] - 里士满联储主席巴尔金发表鹰派言论 认为经济前景不确定性开始消退 就业和通胀进一步恶化风险有限[2][4] 通胀预期变化 - 密歇根大学1年期通胀预期从4.8%下修至4.7%[4] - 5-10年期通胀预期从3.9%下修至3.7%[4] 货币政策预期 - 市场定价显示10月28-29日FOMC会议降息25个基点的概率达90%[5] - 欧央行通胀预期报告强于预期 货币政策立场偏鹰派[5] - 市场认为欧央行基本结束降息周期 而美联储预计年底前还将降息约两次 形成货币政策分化[6] 欧元汇率表现 - 欧元兑美元(^EURUSD)周五上涨0.32%[5] - 美元走弱及欧央行鹰派立场共同支撑欧元走强[5][6]

Getty Images Consumer sentiment declined in September for most groups, except for holders of big stock portfolios, according to the University of Michigan. Key Takeaways The University of Michigan's widely followed index of consumer sentiment declined in September amid worries about a weakening labor market and stubborn inflation. The survey showed sentiment declined across groups, with one notable exception: holders of big stock portfolios. Worries about the job market and stubborn inflation have m ...

Talk about anticlimactic, right? Millions of renters and homeowners have been waiting all year for the Federal Reserve to lower interest rates. Everybody just kind of assumed that lower government borrowing rates would have a direct impact on mortgage rates. But one week on from the Fed’s hotly anticipated rate cut, and mortgages haven’t moved a muscle. If anything, some rates actually ticked up right after the Fed’s announcement. More News from Barchart So, what gives? Unfortunately, there are a coupl ...

The U.S. Core PCE Price Index, the Federal Reserve’s preferred inflation gauge, came in at 2.9% year-over-year for August 2025, in line with market forecasts. The broader PCE index, which includes food and energy, climbed 2.7% year-over-year and 0.3% from the previous month, suggesting price pressures are easing but not fully gone. For Bitcoin, the release lands at a tense moment. The market has already been shaken by stronger U.S. jobs data and robust GDP growth, which has pushed the dollar higher and h ...