LOGIN SUBSCRIBE | FastCo Works advertisement BY Associated Press Listen to this ArticleMore info 0:00 / 0:00 President Donald Trump's appointee to the Federal Reserve's Board of Governors said Monday that the central bank's key interest rate should be much lower than its current 4.1% level, staking out a position far different than his colleagues. IBM Texas A&M University Miran said that fewer immigrants should free up more housing and lower rental costs, reducing inflationary pressures. And tariff revenu ...

The price of Bitcoin (^BTCUSD) on Monday fell more than -2% to a 1.5-week low, driven by long liquidation pressures. According to data from Coinglass, more than 407,000 traders liquidated positions over the past twenty-four hours.Fed comments today were on the hawkish side and negative for stocks. St. Louis Fed President Alberto Musalem said he sees limited room for additional Fed interest rate cuts amid elevated inflation and believes rates are now "between modestly restrictive and neutral." Also, Atlanta ...

公司对信用债的积极看法 - 尽管估值高企，公司对企业债券持乐观态度 [1] - 公司在其投资组合中持续增加信用风险敞口 [3] - 认为信用估值虽然偏高但具有合理性 [3] 信用债市场状况 - 投资级信用利差上周降至74个基点，为1998年以来最低水平 [2] - 投资者涌入该资产类别以获取高于美国国债的收益率 [2] - 健康的基本面、有吸引力的综合收益率、强劲的投资者需求、积极的美联储和低衰退风险支撑当前估值 [3] 关税对经济的影响 - 估计约三分之一的特朗普总统关税影响已传导至经济，预计一半的影响将在年底前显现，其余在2026年 [4] - 缓慢的实施步伐有助于经济消化变化和企业减轻影响，但对增长和通胀的风险依然存在 [4] 货币政策与经济增长 - 美联储上周降息25个基点至4%-4.25%区间，交易员押注今明两年进一步降息将使利率在2026年底降至约3% [5] - 进一步的利率调整以及包括减税和放松管制在内的特朗普政策，可能会抵消关税对美国增长的影响 [5] - 除非经济陷入衰退，否则美联储不太可能像市场预期的那样大幅降息 [6]

It's time for the big picture. Let's welcome in the team from Charles Schwab. Very pleased to say we've got Kathy Jones, chief fixed income strategist, Schwab Center for Financial Research, and Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research.Very good morning to you both. Thank you so much for joining me this Monday. Kathy, let's start with you.Obviously, a bit of a consequential week as far as what these Fed speakers are going to say about what happened in that meeti ...

St. Louis Fed President Alberto Musalem. Federal Reserve Bank of St. Louis President Alberto Musalem said he supported last week’s interest-rate reduction as a way to take out insurance against a weakening labor market, but sees limited room for more cuts amid elevated inflation. Musalem said interest rates are now “between modestly restrictive and neutral.” He said he would support further reductions if the labor market worsens further, but emphasized the importance of keeping long-run inflation expecta ...

The S&P 500 Index ($SPX) (SPY) today is down -0.18%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.50%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.09%.  December E-mini S&P futures (ESZ25) are down -0.15%, and December E-mini Nasdaq futures (NQZ25) are down -0.04%. Stock indexes are lower today as they consolidate last week's rally that pushed the S&P 500, the Dow Jones Industrials, and the Nasdaq 100 to new record highs.  Stocks rallied last week on the view that a weakened US labor mar ...

市场整体趋势 - 美股已连续三周上涨，无视9月份的季节性疲软担忧和宏观经济指标恶化的担忧 [3] - 主要股指趋势仍保持上行，历史数据显示在美联储降息且经济加速、股市处于历史高位时，市场表现通常良好 [1] - 看涨情绪推动多个全球股指基准进入超买区域 [4] 行业与板块偏好 - 高盛分析师偏好纳斯达克100指数而非罗素2000指数 [2] - 大型科技股在过去两年的涨势预计将持续，投资者应布局以获取更多收益 [3] - 尽管定位设置和战术风险回报不具吸引力，但不建议逆势做空美国超大市值科技股 [5] 投资策略建议 - 投资者应采取“负责任地看涨”策略，既不对抗也不追涨市场 [5] - 建议利用期权市场来管理尾部风险 [2]

市场表现 - 道琼斯工业平均指数期货下跌105点或02% [2] - 标普500指数期货下跌02% [2] - 纳斯达克100指数期货下跌02% [2] - 三大指数上周均创历史收盘新高 [2] 货币政策动向 - 美联储自去年12月以来首次降息 [2] - 市场预期未来可能有更多降息措施 [2] - 投资者关注美联储官员讲话以寻找利率政策线索 [1] 市场情绪 - 股市周一开盘预计下跌 [1] - 市场缺乏明确催化剂 [1] - 投资者希望美联储官员讲话能强化降息预期 [1]

This could be one of several cuts in the coming year.When inflation reached its highest levels in decades in 2022, the Federal Reserve began tackling the issue by raising interest rates. At its peak, the federal funds interest rate reached 5.5%, its highest level since 2001. On Sept. 17, the Fed cut the interest rate by 0.25 percentage points to a target of 4% to 4.25%.The rate cut didn't come as a surprise to most people, and there are thoughts that the Fed may cut rates once or twice again this year, per ...

After a quarter-point reduction, policymakers see two more cuts by year-end. But view vary widely after that, and the White House will be free to reshape the central bank. ...