美联储利率决议 - 美联储以近乎全票通过的决定将关键利率下调25个基点 仅Stephen Miran一人持异议[2] - 市场预期可能出现多达3张异议票 实际结果远低于预期分歧程度[2] - 投票结果被解读为面对白宫压力时展现机构独立性与团结的信号[2] 白宫与美联储关系 - 特朗普持续施压要求更大幅度降息 并试图解雇美联储理事Lisa Cook[2][4] - 特朗普任命的三位理事（Waller、Bowman、Miran）中仅Miran支持更激进降息[2] - 白宫考虑用特朗普任命官员替代现任主席鲍威尔 任期将于2023年5月结束[2] 人事任命与法律争议 - Stephen Miran在会议开始前数小时经参议院党派投票确认就任美联储理事[2][4] - Lisa Cook通过法律诉讼保住职位 成为美联储112年历史中首遭总统试图解雇的理事[2][4] - Miran同时保留白宫职位（无薪休假）的任命方式被认为非同寻常[4] 经济政策考量 - 通胀率仍明显高于美联储2%目标 同时失业率出现上升[4] - 货币政策面临两难：过度降息可能刺激通胀 维持高利率可能加剧就业放缓[4] - 鲍威尔承认政策制定面临挑战 称"当前没有无风险的路径"[4] 机构独立性维护 - 奥巴马政府经济顾问Furman认为特朗普任命官员未加入异议投票"预兆美联储独立性良好"[2] - 前美联储经济学家Sahm指出政策制定者出于维护机构完整的考虑采取一致行动[4] - 鲍威尔在新闻发布会回避评论人事争议 强调"坚决维护独立性"[4]

Chair problem more than once talked about how unusual the situation is because there are really conflicting risks here, both in inflation risk and unemployment risk at the same time. How unusual is that if you go back through history. Is that a really strange situation to face.Well, it's completely unprecedented for a member of the administration on leave to be a governor of the Fed. That's completely unprecedented. It's completely unprecedented for the president on a basis that many people regard as pretex ...

[Music] Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, full coverage on the Fed as the central bank kicks off its rate cutting cycle. Plus, Nvidia and Intel striking a deal.We'll break down what it means for both chip companies. And we get a read on the state of the consumer as Olive Garden parent reports earnings. We'll break down those numbers.Plus, let's get a check of the markets right now. ...

[Music] The Federal Reserve cuts interest rates for the first time in nine months and signals two more cuts could come this year. Jerome Powell defending the decision in the face of a weakening labor market and pressure from the White House. >> I think we were right to wait and see how tariffs and inflation and and the labor market evolved. I think we're now reacting to uh you know to the the much lower level of job creation and other evidence of softening in the labor market and saying well those risks are ...

主要股指表现 - 标普500指数上涨+0.67% 纳斯达克100指数上涨+1.19% 道琼斯工业指数上涨+0.46% [1] - 九月E-mini标普期货上涨+0.63% 九月E-mini纳斯达克期货上涨+1.19% [1] - 三大股指均创历史新高 主要因美联储进一步宽松政策预期推动 [2] 半导体行业表现 - 英特尔股价暴涨+25% 因英伟达同意投资50亿美元并宣布共同开发PC和数据中心芯片 [2][11] - KLA Corp上涨超+7% ASML Holding NV和应用材料上涨超+6% [11] - 美光科技上涨超+5% Marvell Technology、ON Semiconductor和Lam Research上涨超+4% [11] - GlobalFoundries上涨超+3% 英伟达上涨超+2% [11] 美联储政策与利率预期 - 美联储9月18日降息25个基点 并暗示年底前还将降息50个基点 [3][8] - 市场定价10月28-29日FOMC会议降息25个基点的概率为86% [5] - 债券收益率上升 10年期国债收益率升至4.14%的2周高点 [4][6] 经济数据表现 - 每周初请失业金人数下降-33,000至231,000人 低于预期的240,000人 [4] - 9月费城联储商业展望调查上升+23.5至23.2 创8个月新高 远高于预期的1.7 [4] - 8月领先指标下降-0.5% 逊于预期的-0.2% 为四个月来最大降幅 [5] 其他个股表现 - CrowdStrike上涨超+10% 因公司在投资者简报中讨论AI战略并给出强劲的2027财年初步展望 [12] - 89bio暴涨超+86% 因罗氏宣布以35亿美元或每股14.50美元收购该公司 [12] - IonQ上涨超+4% 因与美国能源部签署谅解备忘录推进太空量子技术发展 [12] - AeroVironment上涨超+4% 因美国银行全球研究首次覆盖给予买入评级和目标价300美元 [13] 国际市场与债券 - 欧洲斯托克50指数上涨+1.66% 创3.5周新高 [5] - 中国上证综指下跌-1.15% 从10年高点回落 [5] - 日经225指数上涨+1.15% 创历史新高 [5] - 10年期德国国债收益率上升至2.718% 英国国债收益率上升至4.671% [9]

Monetary accommodation is still working its way through the euro area economy following rate cuts between June 2024 and June 2025. The recent trading agreement between the US and the EU has reduced pressure to lower rates, while the re-direction of cheap goods from China and elsewhere because of higher US tariffs is likely to further trim prices in the short term. Meanwhile, the euro’s appreciation against the dollar and other currencies is disinflationary. But inflationary pressures could intensify in ...

In a highly anticipated move, the Bank also said it would scale back the sale of long-term debt amassed during lockdown and the financial crisis in a move that should ease pressure somewhat on Ms Reeves.The Bank’s policymakers held interest rates at 4pc on Thursday following last month’s cut from 4.25pc.Her comments raise the prospect of another fuel duty freeze, with Treasury officials also examining the idea of removing VAT on gas and electricity bills in a move that would save households about £86 a year ...

Total household debt in the U.S. hit $185 billion in the second quarter of 2025. The $18.39 trillion increase was tallied from the balances of mortgages, home equity lines of credit (HELOC), auto loans and credit cards. Read Next: Dave Ramsey Says This is the Best Way to Pay Off Debt For You: 5 Types of Cars Retirees Should Stay Away From Buying Debt has increased $4.24 trillion since the last quarter of 2019, according to the New York Fed’s latest Household Debt and Credit Report released in August 2025. ...

The Bank of England held rates steady in September, extending its pattern of alternating between cuts and pauses while signaling a more unified stance than in recent months. The decision reflects a balance between acknowledging the progress made in bringing inflation lowerAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own op ...

The dollar index (DXY00) today is up by +0.57%.  The dollar is climbing today on positive carryover from Wednesday when Fed Chair Powell said higher goods prices are feeding through to inflation and that the FOMC expects inflation to continue to build into next year, which may limit how much more the Fed can cut interest rates.  The dollar added to its gains today after T-note yields rose when US weekly jobless claims fell more than expected, and the Sep Philadelphia Fed business outlook survey rose more t ...