市场表现 - 标普500指数期货上涨0.1% 延续前一交易日历史收盘高位 [2] - 纳斯达克100指数期货上涨0.2% 科技股表现领先 [2] - 道琼斯工业平均指数期货基本持平 仅微涨8点 [2] 货币政策预期 - 美联储即将进行今年首次降息 市场预期高度一致 [1][2] - 多数交易员押注降息幅度为25个基点 [2] - 投资者密切关注周三美联储政策决议 市场情绪积极 [1]

中美贸易关系与市场反应 - 美国股市在2025年9月15日因特朗普对中美贸易谈判的积极评论而上涨 标普500指数上涨05%至历史新高661528点 纳斯达克指数上涨09%至2234875点 道琼斯工业平均指数微涨01%至4588345点 [2] - 特朗普政府宣布对中国商品维持约55%的复合关税（包括10%基准互惠关税 20%芬太尼相关关税和25%现有关税） 同时中国预计对美国进口征收10%关税 [4] - 分析师认为市场对中美"框架协议"反应谨慎 因缺乏中国让步的具体细节 且中国经济数据疲软（8月工业生产和零售增长不及预期 新房价格连续27个月下跌） [5][6] 企业财报披露制度改革 - 特朗普提议废除季度财报 改为半年度披露 理由为节省成本并让管理层更专注于公司运营 [7] - 金融界反应分歧 部分分析师认为SEC最早2026年才可能实施变更 且流程需6-12个月 反对者（如CFA协会）认为这将降低透明度损害投资者利益 [8][9][10] - 纳斯达克支持减少披露频率 但有观点认为当前严格财报要求正是美股获得估值溢价的原因 [10] 科技与硬件板块表现 - 特斯拉股价上涨36%（或539美元） 因马斯克斥资10亿美元回购公司股票 [13] - Alphabet股价上涨45%（或394美元） 市值突破3万亿美元 加入英伟达、微软和苹果的万亿市值俱乐部 [13] - 计算机硬件（NYSE Arca指数上涨25%）和网络设备（NYSE Arca指数上涨23%）板块表现强劲 但芯片股承压 英伟达股价下跌25% [13] 货币政策与市场预期 - 特朗普要求美联储大幅降息 而市场普遍预期9月18日FOMC会议将至少降息25个基点 CME FedWatch工具显示降息概率达964% [12] - 债券收益率下降已对股市形成支撑 与美联储政策预期形成联动 [12]

European stocks are likely to open higher on Tuesday as a two-day policy meeting of the U.S. Federal Reserve gets underway today amid expectations of a larger-than-expected rate cut.The Fed's monetary policy announcement is due on Wednesday, with the U.S. central bank widely expected to deliver a quarter point interest-rate cut following recent data showing relatively subdued inflation and a weakening labor market.According to CME Group's FedWatch Tool, there is a slim 3.6 percent chance of a half-point ra ...

A look at the day ahead in European and global markets from Rae Wee The U.S. Federal Reserve kicks off its two-day policy meeting later on Tuesday where an interest rate cut is all but priced in, at a time when the central bank faces unprecedented pressure from the White House over the direction of monetary policy. The U.S. Senate on Monday narrowly confirmed Stephen Miran to the Fed's Board of Governors, handing President Donald Trump's top economic adviser one of 12 interest rate-setting votes on the e ...

Asian stock are trading mixed on Tuesday, following the broadly positive cues from Wall Street overnight, as traders remain cautious and optimistic about an interest rate cut by the US Fed ahead of the Fed's monetary policy announcement on Wednesday. Traders have already factored in a rate cut by the US Fed as a "certainty." Asian markets closed mixed on Monday.With recent data showing relatively subdued inflation and a weakening labor market, the Fed is widely expected to lower interest rates by at least ...

市场表现 - 纳斯达克指数和标普500指数连续第六个交易日创收盘纪录新高 [1][8] - Alphabet股价盘中突破3万亿美元市值 收盘需达到252美元才能维持该市值水平 当前报251美元 [1] - 消费 discretionary板块的Select Spider Fund(XLY)创历史新高 [2][4] 行业观点 - 美联储降息预期推动资金流向消费 discretionary板块 该板块被视为"想要购买"而非"必须购买"的股票类别 [2] - 亚马逊和特斯拉被列为降息环境下的主要受益公司 预计将成为最大赢家 [3] - 金融机构如摩根大通被看好 因降息环境将推动并购活动增加和企业融资需求上升 [6][7] 经济预期 - 美联储在非衰退环境下且市场处于历史高位时降息极为罕见 这将导致流动性增加并加速经济增长 [3] - 疲弱的就业数据被视为利好因素 因其促使美联储转向宽松政策 形成"金发女孩" scenario [5] - 未来6-12个月经济衰退可能性被排除 预计市场还有20%以上上涨空间 [5][7][8] 投资策略 - 投资组合正从过去的大赢家板块转向未来6个月有望领先的板块 [4] - 摩根大通被选为行业首选 因其管理层优秀且业务模式在当前环境下表现突出 [6] - 市场 broadening out趋势明显 建议关注消费 discretionary和金融板块的投资机会 [6][7]

(Removes extraneous "as" in headline, no other change to text) By Chibuike Oguh and Sara Rossi NEW YORK/LONDON (Reuters) - An index of world equity markets edged higher in choppy trading after hitting a record high on Tuesday ahead of the widely expected start of the Federal Reserve's interest rate cutting cycle, while U.S. Treasury yields and the dollar fell. MSCI's all-country index was a shade higher by 0.04% after rising as far as 978.74, a record high. Wall Street stocks erased earlier session gain ...

By Shariq Khan NEW YORK (Reuters) - Oil prices rose over a dollar a barrel on Tuesday, as traders weighed the possibility that Russian supplies may be disrupted by Ukrainian drone attacks on its ports and refineries, and awaited the Federal Reserve's decision on U.S. interest rates. Brent crude futures settled up $1.03, or 1.5%, at $68.47 a barrel. U.S. West Texas Intermediate crude futures rose $1.22, or 1.9%, to settle at $64.52 a barrel. Russia's oil pipeline monopoly Transneft has warned producers t ...

市场表现 - 标普500指数上涨0.5%至6615.28点创历史新高[1] - 纳斯达克综合指数飙升0.9%至22348.75点创历史新高[2] - 道琼斯工业平均指数微升0.1%至45883.45点[1] 货币政策预期 - 市场普遍预期美联储将在周三结束的政策会议上实施2025年首次降息[2] - 投资者关注焦点在于降息周期启动或单次降息的区别[3] 企业动态 - 特斯拉股价大涨3.6% 因首席执行官埃隆·马斯克增持约10亿美元公司股份[3] 国际关系 - 中美经济官员在马德里会谈达成关于TikTok争端解决的框架协议[1][3]

US stocks mostly nudged higher on Tuesday after the Senate confirmed President Trump's pick, Stephen Miran, as a Federal Reserve board governor, following another record-setting day on Wall Street. The benchmark S&P 500 (^GSPC) edged less than 0.1% higher, and the tech-heavy Nasdaq Composite (^IXIC) rose around 0.2%.The Dow Jones Industrial Average (^DJI) fell more than 0.1%. The Senate narrowly confirmed Stephen Miran, President Trump's Fed pick, in a 48-47 vote on Monday evening — a day before the cen ...