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3 REITs to Watch as Fed Rate Cut Bets Heat Up for 2026
Investing· 2025-12-19 09:40
Market Analysis by covering: Prologis Inc, Digital Realty Trust Inc, Realty Income Corp. Read 's Market Analysis on Investing.com ...
Mortgage rates hold steady, shrugging off weak jobs data and Fed rate cut
Yahoo Finance· 2025-12-18 17:00
Mortgage rates were essentially unchanged for another week as financial markets brushed off a weak November jobs report. Learn more: Why haven't mortgage rates fallen since the last Fed rate cut? The average 30-year mortgage rate was 6.21% this week through Wednesday, according to Freddie Mac data, from 6.22% a week earlier. The average 15-year mortgage rate was 5.47%, from 5.54%. The 10-year Treasury yield, which mortgage rates closely track, was little changed this week, even though delayed jobs dat ...
Odds of a Fed Rate Cut Jump After CPI Data
Barrons· 2025-12-18 13:52
LIVE Nasdaq Set to Open Sharply Higher Amid AI Hope Last Updated: 12 min ago Odds of a Fed Rate Cut Jump After CPI Data By Connor Smith Another quarter-point rate cut could be on the table as soon as January. After the consumer price index for November rose at a 2.7% annual rate, below expectations at 3%, odds of a January cut rose to 28.8%, according to the CME FedWatch Tool. That's up from 24.4% on Wednesday. Topics Memberships Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Round ...
Tariff Related Inflation Is Key Unknown, Rosenberg Says
Youtube· 2025-12-16 14:31
Do you think that this really changes the needle in any way. Well, Lisa, you stole my opening line. I was going to do a little hat tip to our friend and colleague, Jonathan Ferro.He always says the first reaction is not always the right reaction. And you said that at the top of the hour there at the top of the segment. You know, the headline was what the markets were reacting to, the little bit higher than expected unemployment rate.I think you guys in the earlier segment decomposed that pretty well the lab ...
Friday's Final Takeaways: Rotation Out of Tech & Fed's Rate Cut
Youtube· 2025-12-12 22:30
美联储政策与市场反应 - 美联储实施25个基点的降息 符合市场预期[1] - 美联储宣布启动一项400亿美元的国债购买计划 即所谓的“迷你量化宽松” 且该计划启动时间早于最初预期 市场将此解读为鸽派信号[2] 人工智能主题交易动态 - 市场出现从部分高估值科技股向其他板块的资金轮动[3] - 甲骨文在财报公布后股价下跌超两位数 博通尽管财报强劲但仍受打击 加剧了市场对人工智能估值的担忧[3] - 市场对博通的担忧集中在客户前景以及公司对利润率发表的谨慎评论[3] - 下周美光科技的财报将提供来自存储领域的人工智能交易状况检查[4] 关键公司财报前瞻 - 下周将公布财报的关键公司包括美光科技、耐克、联邦快递、嘉年华邮轮以及LAR和KB Home等住宅建筑商[3] - 分析师因供应紧张和价格上涨而对美光等存储公司转向更加看涨[4] - 市场关注耐克的扭亏为盈进展 以及其国际市场表现能否抵消国内疲软的消费者需求 中国是其重要市场[4][5] - 联邦快递的业绩被视为整体经济的良好晴雨表[6] - 嘉年华邮轮的财报将提供对旅游领域的观察[6] 住宅建筑与住房市场 - 市场关注住宅建筑商的状况 此前托尔兄弟和家得宝本周已对住房市场状况提出警示[6] 宏观经济日程 - 下周经济日历繁忙 包括延迟发布的就业报告、零售销售和PMI初值 以及消费者价格指数[6] - 国际宏观层面 将发布中国关键经济指标 包括零售销售、工业产出和固定资产投资[7] - 多家主要央行将公布利率决议 包括英国央行、欧洲央行和日本央行 预计政策将出现分化[7] - 下周需关注从外汇市场到全球债券市场的各类动向[8]
Why Dynex Capital Could Outperform Rithm Capital In A Fed Rate Cut Environment
Seeking Alpha· 2025-12-11 23:36
分析师背景与研究方法 - 分析师自2011年开始其投资领域职业生涯 目前身兼投资顾问和活跃日内交易者双重角色[1] - 其分析方法结合宏观经济分析、基本面投资分析和技术交易 旨在通过协同效应最大化回报[1] - 分析目标是为美国证券构建平衡的投资组合 提供清晰、可操作的投资观点[1] - 其专业知识源于金融和经济学的双学位教育背景 以及多年的管理和交易实践[1] - 在Seeking Alpha平台的目标是识别美国市场中盈利能力强且被低估的投资机会 以构建高收益的平衡投资组合[1] 持仓与利益披露 - 分析师披露其通过股票、期权或其他衍生品对DX公司持有有益的做多仓位[2] - 该文章为分析师个人所写 表达其个人观点 且未因撰写此文获得除Seeking Alpha平台外的任何报酬[2] - 分析师声明其与文中提及的任何公司均无业务关系[2] 平台性质与免责声明 - Seeking Alpha平台声明 过往表现并不保证未来结果[3] - 平台不对任何投资是否适合特定投资者提供推荐或建议[3] - 平台表达的观点或意见可能不代表Seeking Alpha的整体观点[3] - Seeking Alpha并非持牌的证券交易商、经纪商、美国投资顾问或投资银行[3] - 其分析师为第三方作者 包括专业投资者和个人投资者 他们可能未获得任何机构或监管机构的许可或认证[3]
Gold Consolidates as Traders Digest FOMC Decision
WSJ· 2025-12-10 23:40
黄金价格走势 - 在亚洲早盘时段,黄金价格盘整,交易者正在消化联邦公开市场委员会的决定 [1] 美联储政策影响 - 美联储的降息在短期内适度地放松了金融条件 [1]
Stocks Rise After Fed Cuts Rates 25 Basis Points | Closing Bell
Yahoo Finance· 2025-12-10 21:47
市场收盘综合报道 - 彭博电视、彭博电台和YouTube平台对美国市场收盘进行了全面跨平台报道 [1] - 报道主持团队包括Romaine Bostick、Katie Greifeld、Carol Massar和Tim Stenovec [1]
Markets Bake in Fed Rate Cut as Futures Fall. Why Powell's Comments Will Be Crucial.
Barrons· 2025-12-10 12:21
市场整体表现与预期 - 美国股指期货在周三表现停滞 因投资者普遍预期美联储将降息而持观望态度 [1] - 道琼斯工业平均指数期货基本持平 该指数在周二下跌279点 收于47,560点 [2] - 标普500指数期货上涨不到0.1% 以科技股为主的纳斯达克指数期货同样上涨不到0.1% [2] 关键市场指标 - 基准10年期美国国债收益率维持在4.18% [2]
Bitcoin Rises. Why the Crypto May Drop Below $90,000, Even After a Fed Rate Cut.
Barrons· 2025-12-10 08:57
加密货币市场行情 - 以太坊(Ethereum)价格出现上涨 [1] - Solana价格出现上涨 [1] - 其他加密货币价格也出现上涨 [1]