'Tempus fugit, ' as we cry out at closing time in my local Wetherspoons. We're already more than a quarter of the way through December and speeding at full throttle towards year-end. ...

美联储2025年12月利率决议与市场反应 - 美联储在2025年12月的会议上决定降息 但此次降息被市场解读为“鹰派降息” 因为其同时传递了未来将放缓宽松步伐的信号[1] - 尽管降息 两位地区联储主席希望维持利率不变 且最新的利率点阵图显示 官员们预计2026年仅降息一次 2027年再降息一次 这暗示了未来政策路径将更为谨慎[2] 支撑市场上涨的关键因素 - 美联储宣布将从周五开始购买400亿美元的国库券 这一增加货币供应的操作实质上是一种隐蔽的宽松方式 有助于支撑金融市场[3] - 美联储主席杰罗姆·鲍威尔明确驳斥了未来加息的猜测 称加息并非任何人的基本预期[3] - 美联储官员集体上调了对2026年美国经济增长的预测 从9月份预估的1.8%上调至2.3% 显示出对经济韧性的信心[3] 对市场走势的预期 - 分析认为 2025年最后一次利率决议为年底的“圣诞老人行情”铺平了道路 标准普尔500指数有望在未来几周内突破7000点里程碑[4]

Check the markets here as we wait for this afternoon's Fed decision. Of course, the news conference from the chair, NASDAQ's red, everything else is green, but certainly there feels like it's a wait and see. Uh Liz, nice to have you back.Um the 10-year yield 420. >> Yep. >> Okay.That's the highest since September the 4th. Piper Sandler today says, "Is the tenure at 425 the line in the sand for equities?" So, is that the biggest wild card today. what rates do on the back of whatever the Fed says.>> Uh, yes, ...

Let's talk more about the Fed and what's at stake today. Joining us on the phone is Alan Blinder, former Federal Reserve vice chair and Princeton professor. Allan, it's great to have you.Thanks for joining us this morning. >> Thank you. >> Uh so this consensus idea of a hawkish cut, minimal commitment to further cuts, you got any problem with what the street expects at least.>> I don't. I often do actually as you probably remember from past appearances, but in this case I don't. I think it makes perfect sen ...

Experts predict that today's cut is likely a hawkish with the Fed likely signaling fewer cuts ahead — Source: CoinGape JPMorgan predicts that today's cut will be a hawkish one. They also project that Fed Chair Jerome Powell will signal fewer cuts ahead. Polymarket data shows a 97% chance that the Fed lowers rates by 25 basis points today. Major U.S. banks and experts have predicted that the Fed is likely to make a ‘hawkish’ cut at today’s FOMC meeting, with Fed Chair Jerome Powell likely signaling ...

美联储利率决议前瞻 - 市场定价显示 美联储在明日会议上降息的概率为88% 但关键在于此次降息是“鹰派降息”还是“鸽派降息” [2] - “鸽派降息”将预示未来有进一步宽松的空间 对中小盘股非常利好 而“鹰派降息”则意味着美联储将暂停进一步的降息步伐 [1][2] - 利率期货显示 下一次降息被推迟至四月 且市场目前仅预期2026年会有两次降息 较几周前分析师预期的四次大幅减少 [3] 甲骨文公司财报前瞻 - 甲骨文在发布财报前拥有高达4550亿美元的巨额订单积压 但这是一把双刃剑 [4] - 若公司再次报告订单积压大幅跃升 市场可能会质疑这些承诺的真实性与可货币化程度 若订单积压下降 则意味着市场的怀疑一直是有道理的 [4] - 复杂之处在于 甲骨文的债务融资成本低廉 且对其债券的需求疲软 这表明信贷市场并未完全认同其人工智能与云业务的增长故事 [5] Adobe公司投资前景分析 - Adobe目前的估值相对于其自身长期倍数处于历史低位 但仅凭这一点并不构成买入理由 [6] - 其股价走势图开始呈现更具建设性的形态 股价正试图重新站上日线100日均线 若成功将标志着其重回看涨态势 [6] - 随着财报季临近 核心问题在于Adobe能否在人工智能时代重新确立其软件领导者的地位 还是其业务已经失去了增长动力 [8]

Traders work on the floor at the New York Stock Exchange in New York, Dec. 8, 2025.One basis point is equivalent to 0.01%, and yields and prices move in opposite directions.The benchmark 10-year Treasury yield rose more than 1 basis point to 4.204%. The 30-year Treasury yield was up 1 basis point at 4.819%, while the 2-year Treasury yield nudged higher by more than a basis point to 3.625%.U.S. Treasury yields moved higher on Wednesday as investors keenly anticipated the Federal Reserve's interest rate decis ...

All right, we got to start with futures. What do you make of futures turning negative. They were just very slightly higher earlier, but now pretty firmly in the red.>> Yeah, I mean it's not not much to make of it right now. I guess it's a little bit of it's ahead of the Fed meeting today and you know, I I don't really have any kind of don't have any expectation there and I think we're waiting to see. >> All right.Um, looking ahead today, does it matter to you as an investor if we get that hawkish pause that ...

美联储利率决议与市场预期 - 市场普遍预期美联储将于周三将基准利率下调25个基点至3.5%-3.75%区间 [1] - 根据CME FedWatch工具显示 市场定价已充分反映此次降息 概率高达87.6% [1] 政策基调与市场影响 - 尽管预期降息 但任何政策保持限制性的暗示都可能对股市构成压力 [2] - 市场讨论焦点在于美联储可能进行“鹰派降息” 即降息的同时暗示未来一段时间内不会再次降息 [2] - 美联储可能通过抑制市场情绪来平衡降息行动 即使降息也可能导致年末市场表现平淡 [3] 关键政策信号来源 - “点阵图”将成为判断美联储鹰派立场的最清晰信号 该图显示了官员对未来几年利率的预测 [3] - 投资者将仔细分析主席杰罗姆·鲍威尔的新闻发布会以及央行官员对美国经济增长和通胀的预估 以判断未来的利率路径 [3]

An eagle is seen framed though construction fence on the Marriner S. Eccles Federal Reserve Board Building, the main offices of the Board of Governors of the Federal Reserve System on September 16, 2025 in Washington, DC, U.S.On Wednesday stateside, the U.S. Federal Reserve is widely expected to lower its benchmark interest rates by a quarter percentage point to a range of 3.5%-3.75%.However, given that traders are all but certain that the cut will happen — an 88.6% chance, to be exact, according to the CME ...