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Ken Griffin Slams Trump's 'Anti-American' And 'Nauseating' Tariff Policy: 'There’s Only One Way This Game Ends' - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-09-26 11:54
Ken Griffin, a former supporter of President Donald Trump has publicly criticized the President’s tariff policy, calling it “anti-American.”Citadel CEO Griffin Slams Trump’s Tariffs As Favoring FewGriffin, the CEO of Citadel LLC, expressed his disapproval of Trump’s tariff policy in an interview with CNBC. He condemned the policy as favoring “the big and the connected,” which he believes is not in line with the American story.“The line outside the White House of every business arguing why they should be exe ...
Trump Tariffs, GDP Rattle Markets, ETFs Bleed: Crypto Daybook Americas
Yahoo Finance· 2025-09-26 11:15
By Omkar Godbole (All times ET unless indicated otherwise) It's not been a happy 24 hours for crypto bulls, with the CoinDesk 20 Index dropping 5% and market leaders bitcoin (BTC) and ether (ETH) falling nearly 2%. Major altcoins such as XRP, BNB and SOL lost even more, and ASTR, the native token of Aster DEX, which recently flipped Hyperliquid in 24-hour volume, fell 4% as the decentralized exchange saw abnormal price movements in the XPL-USDT perpetual trading pair. Still, a few coins, including MNT, C ...
Wall Street Breakfast Podcast: Tariffs Hit Pharma
Seeking Alpha· 2025-09-26 10:57
Kwangmoozaa/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) This is an abridged transcript. President Trump announced sweeping new tariffs, including 100% on branded and patented pharmaceutical drugs, to tak ...
S&P Futures Muted After New Trump Tariffs, U.S. PCE Inflation Data in Focus
Yahoo Finance· 2025-09-26 10:12
The U.S. Bureau of Economic Analysis said on Thursday that Q2 GDP growth was revised higher to +3.8% (q/q annualized) in its third estimate, stronger than expectations of no change at +3.3%. Also, U.S. durable goods orders unexpectedly rose +2.9% m/m in August, stronger than expectations of -0.3% m/m, while core durable goods orders, which exclude transportation, unexpectedly rose +0.4% m/m, stronger than expectations of -0.1% m/m. In addition, U.S. existing home sales fell -0.2% m/m to 4.00 million in Augu ...
Navigating Friday’s Market: PCE Data Looms Amid Tariff Tensions and Tech Volatility
Stock Market News· 2025-09-26 10:07
市场整体表现 - 美股期货小幅上涨 S&P 500期货涨0.1%-0.16% 道指期货涨0.1%-0.23% 纳斯达克100期货涨0.06%-0.12% [2] - 欧洲股市早盘走强 Stoxx欧洲600指数上涨0.4% 亚洲市场表现疲软 日经225指数下跌0.9% 恒生指数下跌1.3% [3] - 10年期美债收益率上升2个基点至4.19% 美元指数持平于95.75 原油价格总体稳定 [3] - 主要指数连续三日下跌 道指跌0.38% S&P 500跌0.5% 纳斯达克综合指数跌0.5% [4] 经济数据与政策 - 8月PCE通胀数据即将公布 预计整体PCE月增0.3%年增2.7% 核心PCE月增0.25%年增3% [5] - 美联储9月降息25个基点至4.00%-4.25%区间 为去年12月以来首次降息 暗示年底前可能再降息两次 [6] - 强劲经济数据抑制降息预期 周初请失业金人数降至21.8万人 第二季度GDP增速上修至3.8% [4] 行业动态与公司表现 - 制药行业受新关税政策冲击 特朗普宣布对非美国制造品牌专利药征收100%关税 10月1日生效 影响日本Sumitomo Pharma、Chugai Pharmaceutical、Daiichi Sankyo及欧洲Novo Nordisk、Bayer、GSK、AstraZeneca等公司 [8] - 汽车行业面临25%重型卡车进口关税 卡车制造商PACCAR盘前上涨 欧洲戴姆勒卡车下跌 [9] - 英特尔股价大涨8%-9% 因传闻接洽苹果和台积电寻求潜在投资 [13] - 特斯拉股价下跌4% 受欧洲8月汽车销量下滑影响 [13] - 锂矿公司Lithium Americas和Albemarle股价上涨 因传闻特朗普政府考虑入股 [13] - 埃森哲第四季度营收超预期 宣布8.65亿美元重组计划 重点发展数字和AI服务 [13] - 卡马克斯财报不及预期 股价暴跌20% [13] - 甲骨文股价下跌5% 耐克盘前微涨0.5% 但本周可能连续第五周下跌 [13] - 好市多第四季度业绩超预期 但盘后股价下跌 [13] - 印度Polycab India大股东通过大宗交易减持1.5%股份 Waaree Energies因涉嫌逃避太阳能电池反倾销税遭美国调查 塔塔汽车确认印度捷豹路虎业务未受英国网络攻击影响 NTPC宣布在拉贾斯坦邦建设2800兆瓦核电项目 [13]
Investors look to jobs data to support rate-cut path, pricey stock market
Yahoo Finance· 2025-09-26 10:04
By Lewis Krauskopf NEW YORK (Reuters) -Next week's U.S. jobs data may need to tread a fine line for Wall Street, revealing a cooling labor market that supports further interest rate cuts without fueling fears about a recession. While stocks have edged lower this week, U.S. equity indexes remain near record highs after a relentless rally that has put the benchmark S&P 500 on pace for its best third-quarter performance since 2020. Some investors say the market's ascent is making stocks vulnerable to any ...
Wall Street ends higher after as-expected inflation data; S&P 500, Nasdaq post weekly declines
Yahoo Finance· 2025-09-26 09:46
By Caroline Valetkevitch NEW YORK (Reuters) - U.S. stocks ended higher on Friday after mostly in-line U.S. inflation data, but the three major indexes posted losses for the week. The S&P 500 and Nasdaq snapped three-week streaks of weekly gains. The Commerce Department's personal consumption expenditures index report for August showed inflation behaving as expected while personal income and consumer spending surprised to the upside. Prices rose by 0.3% last month, and by 2.7% year-over-year, hitting the ...
Gold Rises as Investors Seek Safe Haven
Barrons· 2025-09-26 09:27
CONCLUDED Stock Market News From Sept. 26, 2025: Dow Bounces Back After Three-Day Slump Last Updated: Customer Service 11 hours ago Gold Rises as Investors Seek Safe Haven By Giulia Petroni, Dow Jones Newswires Gold prices ticked higher in early trade, as President Trump's latest tariffs and elevated geopolitical risks due to tensions over Russian incursions into NATO airspace keep safe-haven demand strong. Futures were up 0.3% to $3,780.50 a troy ounce and on track for a weekly gain of 2%, while the U.S. d ...
Stock Futures Mostly Higher Ahead of Key Inflation Data
Barrons· 2025-09-26 09:21
Updated 12 hours ago Stock Futures Mostly Higher Ahead of Key Inflation Data By Adam Clark U.S. stock futures were mostly higher early on Friday. The market focus will be firmly on the release of inflation data and what it might mean for interest rates in future. CONCLUDED Stock Market News From Sept. 26, 2025: Dow Bounces Back After Three-Day Slump Last Updated: Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory Do ...
The Fed won't get ANYWHERE CLOSE to this, chief investment officer warns
Youtube· 2025-09-26 08:30
经济数据表现 - 首次申请失业救济人数大幅下降至21.8万人 远低于市场预期的23.5万人 [1] - 耐用品订单增长2.9%超预期 其中核心指标上升0.4% 非国防类商业投资大幅增长0.06% [1][2] - 第二季度GDP增长3.8% 显著高于预期的3.3% 实际最终需求从初值1.2%上调至2.9% [2] 汽车行业风险 - CarMax季度业绩不及预期 营收和盈利双双未达目标 股价单日暴跌25% [2] - 汽车贷款损失准备金增加26% 汽车贷款债务已成为美国第一大债务类别 超过学生贷款和抵押贷款 [3] 房地产市场分化 - 百万美元以上豪宅销售强劲增长 而50万美元及以下房产销售表现持续疲软 [4] - 现有房屋销售数据存在误导性 不同价格区间的房产市场呈现显著分化态势 [3][4] 股市与经济关联 - 标普500指数三年累计涨幅达85% 股市总市值占GDP比例达135% 接近2000年科技泡沫峰值水平 [11][12][13] - 股市财富效应对经济支撑作用显著 但可能推动消费者价格上涨 形成通胀压力 [7][10][14] 劳动力市场状况 - 非农就业人数同比仅增长8% 失业人数较30个月前周期低点累计上升近25% [8][9] - 当前牛市起步时失业率为3.5% 始于充分就业环境且股票估值已处于高位 [12][13] 货币政策困境 - 美联储可能低估资产价格上涨对消费价格的传导效应 在牛市持续情况下难以将通胀引导至2%目标 [10][15] - 股市下跌可能抑制通胀压力 预计25%的常规周期性熊市跌幅足以消除大部分通胀压力 [14][15]