US stocks rose on Thursday as investors looked past mixed inflation data and a jump in jobless claims, betting that the Federal Reserve will move ahead with an interest rate cut next week. The Dow Jones Industrial Average added 115 points, or 0.2%. ...

市场预期 - 投资者等待即将公布的消费者价格数据以获取年末降息节奏的线索 [1]

BLS Data DebacleEven though the market is just now making its way out of the ‘Summer doldrums and many institutional investors are returning from summer vacations, Wall Street is off to an eventful week from both an economic data and industry theme perspective.Tuesday morning, the Bureau of Labor Statistics (BLS) released a revision to its employment data. While a negative revision was expected, the magnitude of the revision was shocking and unprecedented. The revision illustrated that the US economy create ...

The Fed is widely expected to cut a quarter point uh next week, but there is starting to be this narrative of potentially a half point move. What camp are you in, Art. Well, I think the Fed's going to cut 75 basis points this year.They may well front and load that um and and go 50 basis points at this meeting and take the October meeting off and then go another 25 basis points in December. The reason I think they would frontload it is we saw the weakness in the labor market tick up in the July jobs report a ...

通胀数据预期 - 8月消费者价格指数报告将于周四发布 可能影响美联储利率决策 [1] - 该数据可能抑制美联储在9月后继续降息的积极性 [1]

Question-and-Answer SessionMaybe, Scott, just to start off high level since you guys have a really unique insight into what's going on in the employment markets and job churn and all those kinds of things. Maybe just your view on what's going on today. There's a lot of headline news with the job number revisions and the job data and rate cuts. So just how do you guys see the environment today?Scott StaplesCEO & Director Yes. I mean it's obviously top of mind. I think a couple of things is, we use kind of BL ...

就业市场数据观点 - 公司认为BLS JOLTS就业数据并非最准确的数据参考点 倾向于依赖客户反馈和订单量作为判断依据 [1] - 公司实际客户订单量反映的情况与媒体报道及JOLTS数据（无论是否修订）存在差异 [1] 数据源偏好 - 公司更重视直接客户意见和订单量数据而非政府发布的就业统计数据 [1] - 当前就业市场环境是公司重点关注的核心议题 [1]

The S&P 500 opened at a new record on Wednesday after US wholesale prices unexpectedly declined, fueling expectations that the Federal Reserve will move ahead with an interest rate cut next week. Gain... ...

股价表现 - 公司股价盘前上涨2.59%至20.99美元 [1] 评级变动 - 美国银行证券上调公司股票评级 [1] 利率环境影响 - 利率下降对公司形成利好 [1] - 公司被视作降息周期的显著受益者 [1]

市场表现 - 标普500指数上涨约0.2% 纳斯达克综合指数上涨0.5%并创收盘纪录新高 道琼斯工业平均指数上涨0.2% [1] 经济数据关注点 - 生产者价格指数(PPI)将于周三公布 消费者价格指数(CPI)将于周四公布 这些数据将提供经济强度新见解 [2] - 8月就业数据疲软及其他劳动力市场数据疲软后 对经济衰退担忧开始浮现 [2] - 周二劳工统计局对前期就业数据修订将受到比往常更密切关注 [4] 货币政策预期 - 市场关注美联储下周会议降息可能性 争论焦点集中在降息幅度 [3] - 多数预期倾向于25个基点较小幅度降息 概率约为88% 而非50个基点大幅降息 [3] 企业动态 - Robinhood股价上涨15%并创收盘纪录新高 因消息称该公司将加入标普500指数 [5] 贸易政策 - 特朗普关税政策正改变全球贸易环境 财政部官员称若最高法院不支持多数关税 美国将被迫提供退税 [4] - 上诉法院发现多数关税不合法 认为总统超越其权限 [4]