Chinnapong / Shutterstock.com With October 2025’s FOMC, the Fed’s announcement of the expected 25bps rate cut along with announcing the end of the Quantitative Tightening program on December 1st had little effect in quelling the selloff seen in crypto markets. Fed Chair Powell’s comments on another cut coming in December is “far from assured” have spooked all markets. Leading crypto BTC is down over 2% on the day and showing weakness in the order books. Many expected the announcements made by the Federal ...

Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem and noisy numbers to give you the information you need to make the right trade for your portfolio. I'm your host Ali Canel and for Jared Blickery and with me today is Yahoo Finance senior reporter Brooke Talama. Today we're diving into the Fed's balance sheet and the central bank's continued easing cycle because by this time the episode airs, we'll know the latest on the Fed's rate decision.Our guest today i ...

Here to react to the POW presser and the Fed's rate cut are Euro Pacific Asset Management Chief Economist and Market Strategist Peter Schiff and Natal Alliance Securities Global Fixed Income head Andy Brener. Welcome to you both. Great to have you here.Peter, I'm going to start with you, my friend, because you don't believe the Fed should be cutting rates. Why is that. >> Well, first of all, I I think the Fed stopped hiking rates prematurely, so that was a mistake.and cutting them now is an even bigger mist ...

美联储政策动向 - 美联储以10票对2票的决定将利率下调25个基点至3.75%-4.00%区间 [1] - 美联储将于12月1日停止缩减资产购买（量化紧缩）[1] - 美联储将继续缩减抵押贷款支持证券，但将开始用短期国库券替换到期债券 [2] - 美联储主席鲍威尔表示12月会议再次降息并非既定事实，政策将取决于数据 [8][9] 通胀与就业市场评估 - 通胀虽较2022年中期高点显著缓解，但仍略高于2%的长期目标 [2] - 关税消息导致短期通胀预期在年内上升，但长期通胀预期仍与2%目标一致 [2][3] - 关税对通胀的影响可能是相对短暂的（一次性价格水平调整），但也存在持续性风险 [4] - 劳动力市场并未快速下滑，而是在降温，未出现失业金申请上升或职位空缺下降的明显趋势 [10] 人工智能对就业的影响 - 美联储正“非常仔细地”关注人工智能对就业市场的影响，AI可能对就业创造产生绝对影响 [10] - 企业因拥抱人工智能而宣布停止招聘或裁员，尽管尚未明显体现在初始失业金申请数据中 [10] - 研究显示，行政支持（800万职位中约600万面临风险）、客户服务（400万职位中约350万面临风险）、快餐及自助结账（500万职位中约300万面临风险）以及交通运输（400万职位中约200万面临风险）是高风险类别 [19] - 到2035年，总计可能有2000万至3000万个工作岗位被替代，约占当前美国1.6亿总就业人数的近20% [20][21] 企业盈利与AI应用趋势 - 标普500指数第三季度财报表现强劲，盈利超预期公司比例及超预期幅度均高于10年平均水平 [15] - 指数报告连续第九个季度实现同比盈利增长 [16] - 企业通过采用AI实现强劲盈利，在员工数量减少的情况下维持或提高了生产率 [15][17] - 亚马逊高管指出，AI是自互联网以来最具变革性的技术，使公司能够更快地创新 [14] 投资策略建议 - 建议将财富配置到能从向尖端AI和机器人劳动力转型中受益的AI公司 [24] - 需谨慎区分AI概念股中的炒作与实质，并非所有标榜“AI”的公司都会成为长期赢家 [26] - 有分析建议卖出部分市场宠儿如亚马逊、特斯拉和英伟达，转而买入三家低调的早期机会公司 [26][27] - 量化筛选系统曾发现676只可能翻倍或涨幅更大的股票，包括早期对苹果、亚马逊和英伟达的推荐 [29]

Uh joining us now here on set, David Zervos, Jeffrey's chief market strategist, a CNBC contributor. It's great to have you here. Welcome.>> It's good to be here, Morgan. >> I mean, it's worth noting that they don't they're also flying blind without not a whole lot of data right now given the government shutdown. Uh the quantitative tightening piece of this.I want to get your thoughts on that. >> Yeah, I mean, a lot of people would say just on your flying blind that the Fed does fly blind a lot. I mean, we'v ...

With the market already pricing in a quarter percentage point cut, my next guests are now focusing on the potential end of quantitative tightening. So joining us now are Michael Schumacher, head of macro strategy over at Wells Fargo, and Ross Mayfield, investment strategist over at Baird. Thank you gentlemen both for being here.Michael, we're going to start with you. This is probably one of the more telegraphed rate moves that the Fed has seen and the markets are playing it that way as well. What exactly do ...

We recently published Top 10 Trending Stocks and ETFs as Analyst Predicts $9 Trillion Productivity Gains Due to AI. iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is one of the top trending stocks. Bill Baruch, founder and President of both Blue Line Capital and Blue Line Futures, said in a recent program on CNBC that he was investing in IJR. Here is why: “So the SPY and the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) they sold off pretty sharply on Friday. I was really surprised to not see any follow-t ...

宏观经济与美联储政策 - 美联储将于今日东部时间下午2点举行议息会议 市场预期联邦基金利率将再次下调25个基点至375%-400% [5] - 由于政府停摆 美联储决策所依赖的非农就业数据 失业率 PPI及核心PCE指数等关键经济数据缺失 [6] - 9月核心CPI同比上涨30% 较8月的31%有所下降 但仍高于美联储2%的通胀目标 [6] - 华尔街策略师预计美联储将发出停止缩表信号 可能在年底前结束 短期银行间融资市场已出现摩擦迹象 [7] - 市场对年底前降息次数存在分歧 50%的受访者预计今年仅有一次降息 44%预计2025年还有两次降息 [8] 公司动态与行业事件 - 强生旗下消费者健康公司Kenvue因泰诺营销涉嫌自闭症风险被德克萨斯州起诉 同时公司任命了新的首席营销官 [3] - 五级飓风Melissa袭击牙买加 可能对酒店行业投资者的投资产生影响 [4] - Cameco与Brookfield与美国政府合作 推动一项价值800亿美元的核能发展计划 [9] - 特朗普在日本会见科技公司高管 英伟达首席执行官是下一站会见对象 [9] - 微软与OpenAI的合作将为人工智能领域带来更多加速发展 [9] - 电动垂直起降飞行器公司Joby Aviation因与英伟达在自动驾驶飞行技术领域合作而股价大涨 [9] - 房屋建筑商DR Horton财报不及预期 新屋需求持续疲软 [10] 市场表现与数据 - 亚洲市场日本日经指数上涨22% 中国上证指数上涨07% 印度股市上涨04% 香港市场休市 [10] - 欧洲市场中盘伦敦富时指数上涨05% 巴黎和法兰克福股市基本持平 [10] - 美股期指显示道指期货下跌02% 标普500指数期货上涨02% 纳斯达克指数期货上涨04% [10] - 原油价格上涨01%至每桶6019美元 黄金价格上涨15%至每盎司404110美元 比特币下跌13%至113051美元 [10] - 10年期美国国债收益率上升1个基点至399% [10] 财报与日程 - 今日财报季重点关注微软和Alphabet的业绩报告 [11]

The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts, and market insights, all in your hands.Stay connected, stay informed, download the CNBC app today. >> A very good morning and warm welcome to Squawkbox Europe. I'm Juliana Title.I'm here with Karen Cho and these are your headlines. UBS pre-tax profit jumps 47% in the third quarter, easily beating expectations as CEO Sergio Armasi tells CNBC he doesn't see signs of widespread cre ...

I don't know. They're going to be surprises. They're going to cut tomorrow. They're going to announce. I would guess they're going to end quantitative tightening.Those aren't surprises. I think the only possible surprise is I think Jay Powell, I believe, should leave the door open to cutting in December. The markets are pricing in that they're going to cut in December.But he's going to want to leave some optionality just in case they're getting closer to neutral. Inflation is still running 7500 basis points ...