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 ...

美联储政策与市场反应 - 美联储在9月18日实施25个基点降息 随后国债收益率在周四早盘交易中小幅上升 因固定收益投资者调整对增长和通胀的预期[1] - 美联储官员将今年和明年GDP预测上调 并预测2027年增长更强劲 同时小幅下调整体失业率预估[2] - 美联储暗示年底前还有两次25个基点降息 并计划2026年再次降息 尽管注意到未来几个月通胀风险 但更关注就业增长疲软问题[2] 股市表现 - 道琼斯指数 标普500指数和纳斯达克指数在9月18日均创历史新高[1] 收益率变动 - 国债收益率在美联储降息后呈现上升趋势 反映市场对利率预期的重新定价[1]

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karali live from Yahoo Finance Studios in London. It's Thursday 18th September.Coming up on the show, the Fed cuts rates as expected and signals there's more to come. China drops its Google antitrust probe as trade talks between Washington and Beijing intensify. and Meta unveils its new AI powered smart glasses.CEO Mark Zuckerberg makes some interesting claims about what they can actually do. So, grab your coffee and let's own the morning. ...

分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品持有SPX的看空头寸 [1] - 文章内容代表分析师个人观点 未获得除Seeking Alpha外任何形式的报酬 [1] - 分析师与提及股票的公司不存在任何业务关系 [1] 平台免责声明 - 过往业绩不预示未来表现 不提供任何投资建议 [2] - 发表观点不代表Seeking Alpha整体立场 [2] - 平台非持牌证券交易商、经纪商或投资顾问 [2] - 分析师团队包含未受机构认证的专业投资者与个人投资者 [2]

美联储政策立场 - 前财长Summers认为当前美联储政策偏向宽松 金融条件比市场认知更为宽松[1][2] - 政策风险平衡更倾向于通胀而非失业问题[2] - 货币政策及信号传递略显宽松 但属于程度差异[4] 利率决策与通胀预期 - 美联储实施年内首次基准利率下调 反映风险平衡转向就业市场疲软[3] - 美联储上调2025年PCE通胀预测中值至3% 2024年预测升至2.6% 较6月预测的2.4%有所提高[4] - 决策层最担忧脱离2%通胀目标风险 形成通胀心理预期[4] 政治压力与政策独立性 - 面临总统特朗普及其盟友的降息压力 需保持抗通胀政策可信度[5] - 尽管利率决策未直接受政治压力影响 但政策透明度仍需加强[6] - 反对特朗普提出的将季度财报改为半年度报告的建议 该提议旨在让企业更专注长期规划[6]

U.S. holiday sales growth is expected to temper this year, a Mastercard forecast showed on Thursday, as consumers seek discounts and promotions amid inflation and broader macroeconomic uncertainty. ...

I assume you're happy with the move today. Maybe you wanted something bigger You can tell us. Was President Trump right, though.Jay Powell too late. Well, listen, I really support the action that the Federal Reserve took today. And I think, you know, as Jay Powell said today, they are balancing to risk their balancing the risks of inflation on the one hand and the risks of declining employment on the other hand.So I don't second guess the decision that the Fed made today. I think that the problem that we al ...

美联储利率政策 - 美联储因就业市场疲弱而决定降息 尽管通胀指标显示不利方向[1] - 美联储主席曾表示若非特朗普关税政策造成的经济混乱 早在2月就已实施降息[1] - 过去7个月家庭支付更高信用卡 汽车贷款和发薪日贷款成本[1] 经济指标表现 - 当前通胀率2.9% 仍高于美联储目标水平 但已从拜登任期内9%的高位下降[1] - 失业率维持在4.3% 实际工资实现正增长[1] - 道琼斯 标普500和纳斯达克指数均创历史新高[1] 消费者债务与信贷状况 - 消费者债务负担在过去六年增长4万亿美元[1] - 越来越多家庭需靠借款维持月末支出[1] - 汽车贷款违约率上升 更多借款人车辆被收回[1] 贸易与投资影响 - 特朗普声称通过关税征收数十亿美元资金 这将持续推高价格[1] - 签署重大贸易协议并吸引数百亿美元外国投资[1] 行业成本变化 - 食品杂货成本上涨[2] - 公用事业成本上涨[2] - 房地产成本上涨[2] - 医疗保健成本上涨 共和党政策使1500万美国人失去医疗保障[3] 税收政策影响 - 共和党通过削减医疗保健为亿万富翁提供税收减免[4] - 亿万富翁通过财富抵押借款和递增基础避税 实际税率与公立学校教师相同[1]

Hedge fund billionaire David Tepper said the Federal Reserve could cut rates a bit more, but then risks more inflation and other dangers to the economy and markets if the central bank goes further than that.In other words, be careful what you wish for."If they go too much more on interest rates, depending what happens with the economy ... it gets into the danger territory," Tepper said on CNBC's "Squawk Box" Thursday.His comments come after the central bank lowered interest rates by a quarter point Wednesda ...