Is it possible that inflation would actually be lower if President Donald Trump took over the Federal Reserve? While some critics believe a potential Trump takeover of the Fed would result in higher inflation and higher interest rates, not everyone is convinced. In fact, the bond market showed a very different sign when Trump targeted Fed Governor Lisa Cook, accusing her of mortgage fraud, and promptly fired her, a decision that is currently being challenged in court. The Department of Justice is investig ...

Here are the stocks with buy rank and strong value characteristics for investors to consider today, September 17th:  BanColombia (CIB) : This banking company which is the largest in terms of assets and also has the largest market participation in deposit products and loans, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7% over the last 60 days.BanColombia has a price-to-earnings ratio (P/E) of 7.53 compared with 11.60 for the in ...

With the Federal Reserve widely expected Wednesday to reduce its key interest rate by a quarter-point to about 4.1%, economists and Wall Street investors will be looking for signals about next steps: How deeply might the Fed cut in the next few months?There are typically two different approaches the central bank takes to lowering borrowing costs: Either a measured pace that reflects a modest adjustment to its key rate, or a much more rapid set of cuts as the economy deteriorates in an often-doomed effort to ...

Good morning to you all. Jessica Mathews again, filling in for Andrew Nusca. Earlier this week, President Donald Trump wrote on Truth Social that companies should only have to report earnings twice a year—versus every quarter. “This will save money, and allow managers to focus on properly running their companies,” he wrote. “Did you ever hear the statement that, ‘China has a 50 to 100 year view on management of a company, whereas we run our companies on a quarterly basis???’ Not good!!!” The president is ...

Key TakeawaysFitch Ratings has affirmed ANZ Bank New Zealand's (ANZBY) Long-Term Foreign- and Local-Currency Issuer Default Ratings (IDRs) at 'A+' with a Stable Outlook, reflecting strong support prospects from its Australian parent and a robust operating environment.Thailand's stock index concluded an eight-day winning streak, experiencing a slight decline to 1,306.46.Japanese Government Bond (JGB) yields saw notable movement, with the 5-year yield falling by 0.5 basis points to 1.15%, while a ¥614.9 billi ...

市场整体表现 - 亚洲股市多数下跌 因交易员担忧美联储降息幅度不足且保持谨慎态度[1] - 澳大利亚S&P/ASX 200指数下跌61.6点或0.69%至8,816.10点 早前触及8,814.50低点[4] - 日经225指数早盘收于44,995.79点 上涨93.52点或0.21% 早前创45,033.34历史新高[9] - 欧洲市场全线下跌 德国DAX指数重挫1.8% 法国CAC 40指数下跌1% 英国富时100指数下跌0.9%[14] 行业板块表现 - 澳大利亚矿业板块疲软 必和必拓与力拓均下跌超1% Fortescue下跌1.5% Mineral Resources下跌近3%[4] - 能源板块表现强劲 Woodside Energy和Origin Energy均上涨近1% Beach Energy大涨近3%[5] - 科技板块分化 Block上涨近1% WiseTech Global和Xero均上涨超1% Appen下跌近2% Zip下跌近3%[6] - 银行板块普遍走低 澳大利亚国民银行下跌超1% ANZ Banking和Westpac下跌0.2%-0.5%[6] - 黄金矿业股承压 Evolution Mining下跌超1% Northern Star Resources下跌近2% Resolute Mining下跌1.5%[7] 个股重大变动 - 必和必拓宣布暂停昆士兰焦煤矿运营并裁员750人 主因价格低迷及州特许权使用费过高[5] - PYC Therapeutics股价暴跌超28% 因公司宣布CEO兼执行董事Rohan Hockings突然辞职[7] - 日本东京电子大涨超6% 成为科技板块领涨股[10] - 日本化妆品巨头资生堂上涨超3% TDK上涨近4%[11] 大宗商品与汇率 - 原油价格大幅上涨 10月交割西德州中质原油上涨1.22美元或1.93%至每桶64.52美元[15] - 澳元兑美元汇率报0.668[8] - 美元兑日元汇率报146日元区间[12] 区域市场表现 - 新西兰、韩国、新加坡、印尼和台湾市场跌幅介于0.2%-0.9%[13] - 香港恒生指数上涨1.2% 中国和马来西亚市场分别上涨0.2%和0.1%[13] - 美股三大指数小幅收跌 道指下跌125.55点或0.3% 纳指下跌14.79点或0.1% 标普500下跌8.52点或0.1%[14]

黄金价格走势 - 9月17日亚市早盘现货黄金高位震荡后短线下挫 一度跌破3680美元关口 [1] - 9月16日黄金价格首次突破3700美元后短线跳水 最终收涨0.30%至3689.83美元/盎司 [1][3] - 技术分析显示日线及H4周期支撑位位于3685和3675美元 上方目标看至3710美元 若继续走高可能触及3750美元 [5] 美元指数表现 - 9月16日美元指数下跌0.74%至96.54 创7月1日以来新低 [3] - 美元兑欧元跌至2021年9月以来最低水平 单日跌幅达0.9% [3] - 美元走软使以美元计价的黄金对其他货币持有者更具吸引力 扩大全球买盘需求 [3] 美联储政策预期 - 芝商所FedWatch工具显示交易员完全定价9月17日美联储降息25个基点 另有约4%概率押注降息50个基点 [3] - 低利率环境降低黄金持有机会成本 实际利率下行刺激资金持续流入黄金市场 [4] - 分析师指出本轮金价上涨主要推手是市场对美联储激进降息的定价 [4] 经济数据与市场情绪 - 美国8月零售销售环比增长0.6% 高于预期的0.2% 显示消费者支出意愿顽强 [3] - 独立金属交易员认为美元大幅贬值推动金价飙升 但美联储决议前市场情绪谨慎 部分获利了结行为抑制涨幅 [3] - 美元疲软反映市场对美国经济前景担忧 劳动力市场疲软和关税导致的通胀压力削弱美元信用 [3] 技术走势预判 - 预计美联储降息25个基点后可能出现"卖预期买事实"行情 黄金或因预期走完而出现反向下跌 [5] - 历史表现显示降息落地后黄金可能走出较大下跌空间 下方关键支撑位关注3620美元 [5] - 尽管短期可能调整 但在地缘局势影响下今年黄金大趋势保持多头不变 [5]

核心观点 - 提供100%风险免费试用 旨在通过已验证方法帮助投资者避免支付昂贵市场学费[1] - 投资组合服务专注于通过动态资产配置实现高收入和高增长 同时隔离风险[2] - 分析师背景为金融经济学博士 专长于量化建模及过去十年覆盖抵押贷款市场 商业银行市场和银行业[3] 服务内容 - 提供两个模型投资组合 分别针对短期生存/取现需求和激进长期增长目标[2] - 服务包含通过聊天直接访问讨论想法 每月所有持仓更新 税务讨论及按请求提供股票代码批判[2] 分析师专业领域 - 分析师撰写资产配置和ETF相关内容 特别关注整体市场 债券 银行和金融板块及住房市场[3] - 专业领域涵盖抵押贷款市场 商业市场和银行业 具有定量建模专长[3]

美联储独立性 - 史蒂文·迈隆被任命为美联储理事引发独立性担忧 其被指为特朗普的政治傀儡 且未辞去白宫职务仅处于休假状态[1][2] - 美联储独立性受损将导致利率决策受政治干预 可能推高信贷成本 影响信用卡 发薪日贷款 抵押贷款和汽车贷款利率[3][4] - 特朗普试图罢免美联储理事丽莎·库克未果 正上诉至最高法院 若最高法院支持罢免 国会可能修改《联邦储备法》[5][6] 利率政策与通胀 - 美联储预计将基准利率下调25个基点 当前通胀率比2%目标高出约1个百分点 同时就业市场过去3个月走弱[8][9] - 经济出现滞胀初期迹象 通胀和失业率同时上升 特朗普造成的经济混乱使美联储陷入政策两难[10][11] - 美联储主席表示若未受特朗普经济混乱影响 本可在去年2月降息 高利率和就业市场问题被归因于特朗普[12] 美联储人事任命 - 特朗普将下任美联储主席人选缩小至三人：前理事凯文·沃尔什 现理事克里斯·沃勒和国家经济委员会主任凯文·哈塞特[14] - 候选人独立性受质疑 关键问题包括是否承认2020年大选结果 以及能否坚持独立经济政策立场[15][16] 经济数据透明度 - 特朗普提议将上市公司季报改为半年报 美国证交会主席表示将优先处理此事项 该举措被指损害投资者透明度[18][19] - 减少信息披露被解读为掩盖经济问题的策略 类似此前因不满就业数据而解雇劳工统计局局长的行为[20] - 经济现状与竞选承诺相反：成本持续上升 经济日益疲弱[21] 行业竞争与市场集中度 - 派拉蒙与天舞对华纳兄弟的收购bid引发行业权力集中担忧[21][22] - 行业过度集中导致价格上升 客户服务与创新水平下降 并损害竞争对手[23] - 市场竞争是产生效益的前提 而非集中度[23]

Federal Reserve Chairman Jerome Powell speaks at Jackson Hole on Aug. 22, 2025 in Wyoming.David A. Grogan | CNBCThe Federal Reserve meets this week with some big items on the agenda: An important rate decision and forecast of what's ahead, combined with a healthy dose of political intrigue uncommon for central bank policymakers.On the monetary side, the Federal Open Market Committee on Wednesday will release its ruling on where it will set the overnight borrowing rate. Along with that, officials will sketch ...