Despite U.S. stocks hitting new highs, American economist Peter Schiff has suggested that equities remain in a historic bear market when measured against gold.According to Schiff, the Dow Jones Industrial Average, priced in gold, has fallen more than 24% in 2025, extending to about 33% since the end of 2023 and nearly 70% from levels seen in 2000, he said in an  X post on September 23.U.S. stocks are in a historic bear market that is far from over. Priced in gold (real money), the Dow Jones is down over 24% ...

By Lucia Mutikani WASHINGTON (Reuters) -U.S. business activity slowed for a second straight month in September, and though firms complained about tariffs increasing costs they were not raising prices for their goods and services, which bodes well for the inflation outlook. The survey from S&P Global on Tuesday suggested that businesses were absorbing most of the import duties and supported some economists' argument that tariffs would not have a lasting impact on inflation. Federal Reserve Chair Jerome ...

Rising corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, more than 22% of companies in the S&P 500 provided guidance for their Q3 earnings results that are expected to beat analysts' expectations, the highest in a year. Also, S&P companies are expected to post +6.9% earnings growth in Q3, up from +6.7% as of the end of May.Fed Governor Michelle Bowman said, "Now that we have seen many months of deteriorating labor market conditions, it is time for the FO ...

(Reuters) -Federal Reserve Bank of Chicago President Austan Goolsbee said Tuesday if inflation cools off the central bank has some space to cut its interest rate target. “I think eventually, at a gradual pace, rates can come down a fair amount if we can get this stagflationary dust out of the air,” Goolsbee said in an interview with CNBC. In terms of where the Fed can go versus its current target rate range of between 4% to 4.25%, Goolsbee said a neutral rate is something like 100 to 125 basis points lowe ...

Chicago Federal Reserve President Austan Goolsbee expressed caution Tuesday about lowering interest rates as the U.S. economy grapples with the forces of slower growth and a weaker labor market.While he joined the rest of the Federal Open Market Committee last week in voting to cut the central bank's key borrowing rate, he told CNBC that further moves would depend on economic progress."I'm OK with moving to be in a better spot, and I think eventually, at a gradual pace, rates can come down a fair amount if ...

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]

JPMorgan CEO Jamie Dimon warned that persistent inflation may prevent further Federal Reserve (Fed) rate cuts, contradicting market expectations for aggressive monetary easing through 2025. Speaking at the JP Morgan India Investor Conference, Dimon expressed skepticism about the Fed’s ability to cut rates significantly while inflation remains “stuck at 3%” rather than the central bank’s 2% target. Source: YouTube Multiple Economic Pressures Keep Inflation Elevated Dimon’s comments came as Federal Res ...

Deposit account rates are on the decline — but the good news is 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 ...

Gold is on track for its second-best performance in the last 50 years, trailing only the 1979 rally. After nearly three quarters, the yellow metal is up over 43%, as investors hedge against geopolitical and monetary risks.“If we really go to an overt fiscally dominant era where monetary policy is just looser than it otherwise should be, then you get the dollar losing some of its reserve status and then gold and bitcoin are on the other side of that trade,” Jurrien Timmer, Director of Global Macro at Fidelit ...

The view from the rooftop pool of the Marina Bay Sands resort hotel, which overlooks the financial district skyline of Singapore.Singapore's core inflation — which strips out prices of private transport and accommodation — posted its softest rise since February 2021, coming in at 0.3% for August as services inflation softened.This was lower than the 0.4% expected by economists polled by Reuters, and lower than the 0.5% seen in the month before.Headline inflation in Singapore came in at 0.5%, down from the 0 ...