Stephen Miran, chairman of the Council of Economic Advisers, following a television interview outside the White House in Washington, DC, US, on Tuesday, June 17, 2025.Less than a week after taking his seat, Federal Reserve Governor Stephen Miran on Monday outlined the reasons why he thinks the central bank's benchmark interest rate is far too high and should be lowered aggressively.Changes in tax and immigration policy along with easing rental costs, deregulation and incoming revenue for tariffs are creatin ...

CapitaLand Integrated Commercial Trust (CICT) (SGX: C38U) is Singapore’s largest real estate investment trust (REIT) with a portfolio of prime retail and office assets in the commercial sector. Despite rising financing costs, CICT has continued to show resilience. With the Fed expected to cut rates in September 2025, could CICT be poised for a stronger run?Why CICT has held up wellCICT’s distribution per unit (DPU), a measure of the income investors make per unit invested, rose by 3.5% in the first half of ...

At BlackRock Inc., PGIM and other Wall Street firms, bond-fund managers are sticking to trades that will likely pay off even if the Federal Reserve’s path is again knocked off course by surprising turns in the economy. Most Read from Bloomberg The run-up to the Fed’s first interest rate cut in nine months has already supplied solid returns, driving the Treasury market to its biggest annual gains since the pandemic forced the central bank to drive its lending rate to the cusp of zero. But when Jerome P ...

These stocks will benefit in a big way from heightened economic activity.It wasn't a big surprise that Federal Reserve Chairman Jerome Powell cut interest rates at the Fed's September meeting on Wednesday. In July, he implied in no uncertain terms that a rate cut was coming, and the likelihood was that it was going be a quarter of a point. That's what has happened. The governing body also signaled that two more cuts would come at its next two meetings, in October and December.Powell noted that there are mix ...

核心观点 - 利率下调将促进企业增加科技支出 从而利好业务面向企业端的科技公司 [1][2] - 博通、DigitalOcean和Block三家公司的业务特点使其有望从利率下降中受益 [2][4][8][12] 博通(AVGO) - 专注于为企业提供半导体和软件解决方案 通过派驻工程师团队与重点客户协同开发定制解决方案 [4] - 在人工智能市场凭借定制ASIC和网络芯片表现突出 并通过VMWare收购获得AIOps和虚拟化技术 [4] - 2025财年前九个月研发支出达80亿美元 较去年同期71亿美元增长13% [6] - 尽管市盈率达88倍(远期市盈率51倍) 但客户增加AI支出将为投资者提供买入空间 [7] DigitalOcean(DOCN) - 专注于为中小企业提供云服务和AI解决方案 通过透明定价策略与大型云厂商差异化竞争 [8][9] - 2025年上半年收入4.29亿美元 同比增长14% 低于Grand View Research预测的云行业20%复合年增长率 [10] - 市盈率28倍 虽不低廉但远低于其他成长股溢价水平 [10] - 利率下降将为中小企业客户带来资金成本改善 可能成为股价突破盘整区间的催化剂 [11] Block(XYZ) - 拥有Cash App数字钱包和Square金融科技生态系统 后者包含支付、薪资管理、融资等企业服务 [12][13] - 上半年毛利润同比增长12% 其中Square贡献公司40%的毛利润 [14] - 市盈率16倍 若利率下降吸引更多企业使用Square生态系统 股价有望获得上涨动力 [15]

The Fed has just implemented a 25 basis point cut to interest rates, and I believe that this will increase investor sentiment around income funds. A lower interest rate means that credit funds will nowFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-grow ...

With the first interest rate cut of 2025 taking place, it'll be interesting to see how income funds react. I believe that funds that utilize a portfolio of debt investments will experience some upside momentumFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long t ...

Newly confirmed Federal Reserve Governor Stephen Miran on Friday defended his stance on wanting an interest rate cut of 50 points as opposed to 25 points. "My view is that there's a number of disinflationary forces in the works that are coming into play that will be bringing inflation down in the near term," Miran said during an interview on FOX Business Network's "Kudlow.""For example, lower immigration. My view is that the supply of housing adjusts only very sluggishly, and if you throw millions of new re ...

黄金行业表现 - 黄金价格在夏季末已处于高位约3400美元 随后一个月内进一步上涨约10% [1] - 黄金矿业面临显著供应紧张 行业具有低利润率 高资本密集度和长达10-20年的开发周期特点 [2] - 矿业公司需应对社会 政治 技术和环境等多重复杂障碍 而黄金需求因投资和工业消费持续增长 [3] 宏观环境影响 - 市场预期美联储在9月联邦公开市场委员会会议上将进行自去年12月以来首次基准利率下调 [4] - 利率削减决策正值股票市场指数处于历史高位时期 [4] 机构观点分歧 - 看涨分析师认为黄金显著上涨行情远未结束 初级与高级矿业股比率仍比2010年峰值低54% 表明行业处于周期起点 [5] - 经济学家强调黄金创历史新高但市场参与度仍低 [5] - 花旗集团警告过度投机风险 预测2026年下半年黄金可能出现大幅回调至2500-2700美元/盎司 [7] - 央行因价格飙升减少黄金收购 矿业公司面临独特挑战和运营时间延迟带来波动风险 [6] 杠杆ETF产品表现 - Direxion提供NUGT和DUST两只ETF 分别追求200%正反向跟踪NYSE ARCA黄金矿商指数日表现 [8] - 这些ETF提供交易灵活性 可直接像普通证券买卖 避免期权市场复杂性 [9] - 杠杆ETF相比基准指数基金波动性更高 且仅适合日内持有 长期持仓可能因每日复利效应导致价值衰减 [10] - NUGT本年度回报率超261% 目前价格稳居50日 200日及20日指数移动平均线之上 但4月以来成交量持续下降 [11] - DUST本年度亏损80% 价格低于关键移动平均线 但近期单日上涨4%并伴随高成交量 可能显示空头交易兴趣回升 [13][16]

A 12.5 kilogram gold bullion bar. Gold edged higher, with investors waiting for the next clue on the Federal Reserve’s path for cutting interest rates. Bullion is trading about $37 an ounce short of Wednesday’s all-time high — a record triggered by the US central bank’s 25 basis-point rate cut. Prices then retreated after Fed Chair Jerome Powell’s comments on the monetary policy path were less dovish than expected, saying officials were in a “meeting-by-meeting situation” regarding any further easing. M ...