股指表现 - 标普500指数下跌0.10% 道琼斯工业指数上涨0.57%并创历史新高 纳斯达克100指数下跌0.21% [1][2] - 9月E迷你标普期货下跌0.09% 9月E迷你纳斯达克期货下跌0.14% [1] 货币政策 - 美联储如期降息25个基点至4.00%-4.25%区间 点阵图显示2025年底前还将降息50个基点 [3][6] - 美联储上调2025年GDP增长预期至1.6% 维持核心PCE通胀预期3.1%不变 [7] - 鲍威尔强调通胀持续上行风险 暗示政策宽松力度可能受限 [2][8][12] 债券市场 - 10年期美债收益率从5.25个月低点3.99%反弹4个基点至4.07% [2][10] - 德国10年期国债收益率下降1.8个基点至2.675% 英国10年期国债收益率下降1.4个基点至4.625% [13] 经济数据 - 8月新屋开工下降8.5%至130.7万套 低于预期的136.5万套 [5] - 8月建筑许可下降3.7%至131.2万套 创5.25年新低 [5] - 抵押贷款申请周增29.7% 再融资申请大幅增长57.7% [6] 个股表现 - 英伟达下跌超2% 因中国要求企业终止其芯片订单 [4][15] - 住宅建筑商板块普跌 Builders FirstSource重挫超5% [16] - 曼联下跌超6% 因季度亏损并下调收入展望 [16] - Roivant Sciences大涨超7% 因新药三期试验达到主要终点 [17] - Hologic上涨超7% 传闻Blackstone和TPG考虑收购 [18] - Workday上涨超7% 获Guggenheim上调评级至买入 [18]

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Key Points Lucid is gaining today thanks to the Federal Reserve cutting interest rates. The Fed cut rates by 25 basis points, which is good for Lucid on multiple levels. Lucid should benefit from rate cuts, but the stock is still risky. 10 stocks we like better than Lucid Group › Lucid (NASDAQ: LCID) stock is gaining ground in Wednesday's trading. The company's share price was up 3.8% as of 3:30 p.m. ET despite a 0.3% dip for the Nasdaq Composite. Lucid stock is moving higher today following news ...

The Federal Reserve's latest "dot plot," which outlines policymakers' interest rate projections, now signals two additional rate cuts in 2025, on top of the quarter-point move announced Wednesday. That path would bring the benchmark rate down to a range of 3.5%-3.75% by year-end. On Wednesday, the Fed lowered its benchmark rate by 0.25 percentage points to a range of 4%-4.25%, marking its first cut of the year. Back in June, officials had penciled in two cuts in total, which would have taken the benchmar ...

ToplineThe Federal Reserve on Wednesday voted to lower interest rates—following months of pressure and criticism from President Donald Trump—as the central bank signaled additional cuts later this year. President Donald Trump has urged the central bank to “CUT INTEREST RATES, NOW, AND BIGGER” than they might plan to.Getty ImagesKey FactsThe Federal Open Market Committee voted 11-1 in favor of lowering interest rates by a quarter-point to between 4% and 4.25%, down from the 4.25% to 4.5% range where they hav ...

美联储利率决议 - 美联储于周三降息25个基点至4%至4.25%区间 这是自2024年12月以来首次降息[1] - 美联储官员斯蒂芬·米兰投下唯一反对票 主张更大幅度的50个基点降息[1] 政策立场转变 - 美联储政策声明指出降息是基于"风险平衡的变化" 呼应主席鲍威尔在杰克逊霍尔会议的表态[4] - 货币政策重心从抑制通胀转向关注劳动力市场疲软 认为关税可能仅带来一次性价格影响[4] 经济背景与市场反应 - 央行此前推迟降息因担忧关税政策重新推高通胀 夏季通胀数据确实有所回升[2] - 道琼斯工业平均指数飙升414点（0.9%） 创下盘中新高纪录[7] 未来政策预期 - 市场关注美联储是否会在10月会议上实施连续降息 官员6月曾预测今年将有两次降息[7] - 特朗普总统持续向美联储施压要求降息 近期更公开批评鲍威尔"不称职"[7] 人事变动情况 - 米兰在周二美联储两天会议开始前几分钟才宣誓就任理事会成员[8] - 理事丽莎·库克参与投票 特朗普政府曾以抵押贷款欺诈指控试图将其免职[8]

Well, the countdown is on. The Federal Reserve expected to cut interest rates for the first time this year. But the big question for markets, how many more cuts may be coming.Welcome to the Big Money Show. I'm Brian Brenberg along with my co-host Jonathan Hoig, Lydia Hoo, Jackie D'Angelus, and with us for the hour, Luke Lloyd. Welcome.Hey guys, always glad to be here. Well, for months, Trump has hammered the Fed for keeping rates too high. dubbing dubbing Jerome Powell too late.Some economists predict as ma ...

The dollar index (DXY00) today is up by +0.07%.  The dollar is posting modest gains today ahead of the results of today’s FOMC meeting.  Weakness in stocks today is boosting some liquidity demand for the dollar.  Gains in the dollar are muted after the US Aug housing starts and building permits reports fell more than expected.    The dollar remains under pressure on expectations for the Fed to cut interest rates by -25 bp at today’s conclusion of the 2-day FOMC meeting.  Also, increased expectations for ...

主要股指表现 - 标普500指数微涨+0.04% 道琼斯工业指数上涨+0.48% 纳斯达克100指数下跌-0.12% [1] - 9月E-mini标普期货上涨+0.03% 9月E-mini纳斯达克期货下跌-0.18% [1] 半导体行业动态 - 芯片制造商疲软拖累大盘 英伟达下跌超过-2% [2] - 中国网信办要求国内大型企业终止英伟达RTX Pro 6000D芯片订单 [2] 房地产市场数据 - 8月新屋开工月率下降-8.5%至130.7万套 低于预期的136.5万套 [3] - 8月建筑许可意外月降-3.7%至131.2万套 创5.25年新低 远低于预期增至137.0万套 [3] - 抵押贷款申请周率大幅增长+29.7% 购房抵押贷款子指数上升+2.9% 再融资抵押贷款子指数飙升+57.7% [4] - 30年期固定抵押贷款利率下降-10个基点至6.39% 创11个月新低 [4] 美联储政策预期 - 市场预期美联储将在今日FOMC会议上下调联邦基金目标利率25个基点 [5] - 市场关注点阵图以确认政策制定者是否预期年底前总计约70个基点的降息幅度 [5] - 市场定价显示100%概率降息25个基点 7%概率降息50个基点 [7] - 预期本次降息后 10月会议有86%概率进行第二次25个基点降息 [7] - 市场预计年底前联邦基金利率总计下降-69个基点至3.64% [7]

ToplineThe Federal Reserve on Wednesday will conclude a two-day policymaking meeting and release a decision on whether to lower interest rates—following months of pressure and criticism from President Donald Trump—and potentially signal whether additional cuts are on the way. President Donald Trump has urged the central bank to “CUT INTEREST RATES, NOW, AND BIGGER” than they might plan to.Getty ImagesKey FactsThe central bank is poised to cut interest rates by at least a quarter-point, down from the 4.25% t ...