This is a Bloomberg Money Minute. U.S. consumer prices rose at a slightly higher pace than expected month over month in August, but the year over year gain matched expectations. Consumer prices rose 4/10 percent month over month and 2.9% year over year, stripping out volatile food and energy prices as the Fed prefers to do. Prices rose 3/10 percent in August from the month before and 3.1% year over year.Those so-called core prices matched expectations. And overall, this new report keeps the Fed on track to ...

通胀数据表现 - 8月核心CPI同比上涨3.1% 与预期及7月持平[1] - 核心CPI环比上涨0.4% 高于预期的0.3%[1] - 整体通胀率从7月的2.7%升至8月的2.9%[2] 美联储政策预期 - 8月通胀数据强化了美联储下周降息25个基点的理由[3] - 排除了一次性降息50个基点的可能性[1] - 市场预计下周会议降息25个基点几成定局[6] 劳动力市场状况 - 上周初请失业金人数跃升至26.3万人 创四年新高[4] - 8月新增就业2.2万人 远低于经济学家预期的7.5万人[4] - 失业率从4.2%升至4.3% 6月就业数据下修至减少1.3万人[4][5] 其他经济指标 - 8月生产者价格意外下降 企业利润率受到挤压[3] - 企业选择自行消化关税成本而非转嫁给消费者[3] - 最近三个月就业增长持续放缓[5]

市场指数表现 - 标普500指数上涨033%并创盘中历史新高[1] - 纳斯达克综合指数上涨042%[1] - 道琼斯指数上涨021%[1] 行业板块表现 - 11个行业指数中有9个实现上涨[3] - 医疗健康板块领涨[3] - 通信服务板块下跌[3] 个股表现 - Oracle股价下跌近2%[1] - Salesforce、高盛、苹果和耐克成为当日上涨股[4] - 亚马逊和微软成为拖累市场个股[4] 大宗商品与外汇 - 现货黄金下跌05%至362411美元/盎司[4] - 西德克萨斯原油下跌19%至6244美元/桶[4] - 英镑上涨01%至13544美元[4] - 日元稳定在14753兑1美元[4] 加密货币 - 比特币基本持平报11361769美元[5] 经济数据 - 核心消费者价格指数环比7月上涨03%[2]

Bitcoin was flat this morning as new consumer price index data shows inflation rose 0.4% in August, outpacing the 0.2% rise in July. At the time of writing, Bitcoin has been flirting with $114,000 as BTC ETF flows hit an 8-week high. The price of BTC has gained 0.3% in the past day, and is virtually unchanged over the past hour since the new BLS data was released. The Bureau of Labor Statistics noted in its report that inflation over the past 12 months has  increased to 2.9%—meaning it’s pulling away fro ...

Fixed income investors looking for bonds with credit profiles comparable to Treasuries with the potential for added upside into year-end and beyond may want to examine mortgage-backed securities (MBS). That task is made easier with ETFs such as the WisdomTree Mortgage Plus Bond Fund (MTGP). This ETF hit a 52-week high on Monday, extending its year-to-date gain to nearly 4%. That's slightly better than what investors have earned with some of the largest passive aggregate bond ETFs. The Federal Reserve may cu ...

Asian stock are trading mixed on Thursday, following the mixed cues from Wall Street overnight, on increasing optimism the US Fed will lower interest rates a couple of times this year after report showed softer-than-expected US producer price figures, while traders await US consumer inflation data later in the day. Asian markets closed mostly higher on Wednesday.Following the report, CME Group's FedWatch Tool is currently indicating a 92.1 chance of a quarter-point rate cut and a slim 7.9 percent chance of ...

美股市场表现 - 标普500指数上涨1943点或03%至653204点创历史收盘新高[1] - 纳斯达克指数微涨657点或不足01%至2188606点创历史收盘新高[1] - 道琼斯指数下跌22042点或05%至4549092点受苹果Salesforce和亚马逊拖累[2] 个股表现 - 苹果股价下跌因周二发布新款iPhoneApple Watch和AirPods[2] - Salesforce和亚马逊大幅下跌对道指造成压力[2] - 甲骨文股价暴涨360%因公司预计云基础设施收入将从2025财年103亿美元增至2030财年1440亿美元[5] 经济数据与货币政策 - 美国8月生产者价格指数环比下降01%低于预期的上升03%7月数据下修为上升07%[3] - 8月生产者价格同比涨幅从7月下修的31%放缓至26%低于预期的33%[3][4] - 市场预计美联储下周会议有921%概率降息25基点79%概率降息50基点[4] 行业板块表现 - 半导体板块大涨费城半导体指数飙升24%创历史收盘新高[7] - 台积电股价上涨38%因8月营收强劲增长[7] - 黄金股显著上涨NYSE Arca黄金指数跳升22%因金价创历史收盘新高[7] - 石油服务天然气和公用事业板块表现强劲[8] - 零售和生物技术板块显著上涨[8] 全球市场与债券 - 亚太市场普涨日经225指数升09%恒生指数跳涨10%[10] - 欧洲市场涨跌互现法国CAC40指数微升02%英国富时100指数微跌02%德国DAX指数跌04%[10] - 十年期美债收益率下降42个基点至4032%创五个月收盘新低[11] 市场关注点 - 交易员关注周四将发布的消费者价格指数报告以获取利率前景线索[6][11]

Michael Nagle / Bloomberg via Getty Images Key Takeaways Stock values have hit record highs, while measures of the economy's health have deteriorated in recent months. Experts have identified several reasons the stock market is defying economic gravity, including a weak dollar helping exporters and companies finding ways to deal with President Donald Trump's tariffs. Stock values and economic measures often move in different directions, since stocks only reflect a small aspect of the economy's overal ...

With one week remaining until the Fed’s Federal Open Market Committee (FOMC) meeting on September 17, a 50 basis-point (bps) interest rate cut is now on the table, according to prediction markets. The repricing was fueled on September 10, following compounded data that increased the chances of a more aggressive cut, bringing crypto bulls back to the surface. In particular, the FedWatch tool by the CME Group shows a nearly 10% chance for a new target rate of 375-400 bps post-meeting. CME’s FedWatch is one ...

生产者价格指数(PPI)表现 - 8月整体PPI环比下降0.1% 显著低于预期的0.3%增长[1][6] - 核心PPI(剔除食品和能源)环比下降0.1% 同比上升2.8%[2] - 过去12个月整体PPI累计上涨2.6%[1] 行业价格传导机制 - 企业普遍吸收关税成本以维持客户关系 7月0.7%的涨幅在8月明显放缓[2] - 烟草产品价格8月上涨2.3% 咖啡价格单月上涨6.9% 过去12个月累计上涨33.3%[3] - 服务业价格下降0.2% 其中贸易服务价格下跌1.7% 为2009年以来最大跌幅[10] 供应链与成本结构 - 机械和车辆批发价格下降3.9% 贡献了服务业价格降幅的四分之三[10] - 商品价格上涨0.1% 其中食品成本上升0.1% 能源价格下降0.4%[11] - 外国供应商可能通过折扣维持市场份额 弱需求也延缓价格传导[7] 货币政策预期 - 市场预计9月17日美联储100%概率降息 其中90%概率降息25基点 10%概率降息50基点[8] - 劳动力市场数据显示过去12个月就业人数下调近100万 为2000年以来最大幅度下修[11] - 6-8月平均 payroll 增长仅2.9万人 低于维持失业率稳定的平衡水平[12]