U.S. stock markets experienced a mixed close on Wednesday, September 10, 2025, as investors digested an unexpectedly soft inflation report and a stellar performance from Oracle, driven by artificial intelligence demand. While the S&P 500 and Nasdaq Composite initially soared to new all-time highs, they pared some gains by the close, with the Dow Jones Industrial Average finishing in negative territory. The surprising decline in the Producer Price Index (PPI) fueled optimism for impending Federal Reserve int ...

The U.S. stock market is experiencing a robust afternoon trading session on Wednesday, September 10, 2025, with major indexes largely pushing to new record highs. Investor optimism is primarily fueled by unexpectedly soft inflation data and a blockbuster earnings outlook from tech giant Oracle, which has ignited a fresh wave of enthusiasm for artificial intelligence-driven growth. While the S&P 500 and Nasdaq Composite are charting new territory, the Dow Jones Industrial Average shows a slight pullback, lar ...

Soft U.S. inflation data for August is — at least temporarily — pushing crypto prices higher early Wednesday. The Producer Price Index (PPI), which measures inflation at the wholesale level, fell 0.1% month-over-month in August, compared to analyst estimates of a 0.3% rise and the previous month's 0.9% increase. Year-over-year, PPI grew by 2.6%, down from 3.1% previously and sharply lower than forecasts for 3.3%. The core PPI, which strips out food and energy costs, also fell 0.1% in August verus a forec ...

Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead. The market’s dovish stance has been reflected in open interest, or the amount of new risk held by traders: Some 70,000 contracts were added in October fed funds futures following Friday’s lackluster employment report, the largest daily inc ...

The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, but the index remained in the “Neutral” zone on Tuesday.U.S. stocks settled higher on Tuesday, with all three major indices closing at record highs during the session.The Bureau of Labor Statistics removed 911,000 nonfarm payroll jobs from its count between April 2024 and March 2025, indicating the labor market had been cooling far earlier than many on Wall Street had anticipated.Markets briefly dipped in the wake of ...

By Devayani Sathyan BENGALURU (Reuters) - Australia's home prices will rise around 5-6% over the next two years as lower borrowing costs provide a fillip to home sales, although affordability pressures may cap gains, according to a Reuters poll of property analysts. While a 5% rise pales in comparison with past booms, any sustained growth in house prices will make it harder for first-time buyers to get a foothold in Australia's already expensive housing market - the median home price is nearly eight time ...

David Solomon Goldman Sachs Group Inc. Chief Executive Officer David Solomon signaled there’s no need for the Federal Reserve to rapidly cut interest rates, diverging from the Trump administration’s pressure on the central bank to loosen monetary policy. “It just doesn’t feel to me like the policy rate is extraordinarily restrictive when you look at risk appetite,” Solomon said at a Barclays Plc financial-services conference. Investor enthusiasm in markets currently is at the exuberant end of the spectru ...

全球股市表现 - 德国DAX指数上涨0.2%至23,815.68 英国FTSE 100指数上涨0.3%至9,246.59 法国CAC 40指数微升0.1%至7,707.13[2] - 日经225指数上涨超过1%至43,018.75 因日本7月劳动现金收入同比增长4.1% 家庭支出连续第三个月增长1.4%[2] - 香港恒生指数跃升1.5%至25,434.93 上证综合指数上涨1.2%至3,812.51 韩国Kospi微升0.1% 澳大利亚S&P/ASX 200上涨0.5%[2] 美国市场动态 - 标普500指数上涨0.8%创历史新高 道琼斯工业平均指数上涨350点（0.8%） 纳斯达克综合指数上涨1%[2] - 10年期国债收益率从4.22%下降至4.16% 因非农就业数据显示8月私营部门招聘人数较上月减少近一半[2] - 美联储可能因就业市场放缓在下次会议进行今年首次降息 此前一直因通胀担忧维持利率不变[2] 大宗商品与汇率 - 美国原油价格下跌38美分至每桶63.10美元 布伦特原油下跌32美分至每桶66.67美元[4] - 美元兑日元汇率从148.40跌至148.14 欧元兑美元汇率从1.1654升至1.1682[4] 贸易政策影响 - 特朗普签署行政命令实施美日贸易协议 日本汽车进口关税降低[2] - 关税政策此前加剧美联储对通胀恶化的担忧 影响利率决策[2] 经济数据解读 - 日本工资增长支持消费复苏和可持续通胀 ING Economics预计日本央行10月加息[2] - 美国服务业活动报告显示增长超预期 尽管就业数据疲软但未显示经济衰退信号[2]

市政债券市场表现 - 以ICE AMT-Free美国全国市政指数衡量 市政债券今年表现疲弱 而综合债券指数走高[1] ALPS Intermediate Municipal Bond ETF (MNBD)投资机会 - 主动管理型ETF MNBD能灵活应对收益率曲线陡峭端机会 比受约束的指数基金更迅速响应[3] - 多重顺风因素可能推动MNBD表现 包括美联储多次降息可能性和市政债务需求上升预期[4] - 高盛资产管理部门预期 投资者将增加市政债券投资工具需求 并将资金重新配置至该资产类别[5] 市政债券基本面因素 - 市政信贷在基本面表现坚韧 尽管近期利差扩大 过去几年雨天基金余额达历史高位[7] - 市政信用在市场多个部门基础稳固 长期市政债务起始收益率高 为投资者提供吸引力[7] - 市政债券市场具备基础要素 包括诱人收益率、强劲信贷基本面和有利技术面变化[8] 市场供需动态 - 今年市政债券面临新发行量激增的逆风 但需求状况可能正在改善[6] - 高盛预计下半年技术环境改善 若部分2025年上半年供应是因政策担忧提前 则可能带来长期期限吸引力回报[8]

作者背景 - 拥有巴黎第一大学银行与金融硕士学位 在金融领域具备专业学术背景 [1] - 投资背景涵盖公司金融 并购和投资分析 专注于房地产 可再生能源和股票市场 [1] - 专长领域包括金融建模 估值和定性分析 在私募股权 资产管理和房地产领域有实践经验 [1] 内容属性 - 文章内容基于作者独立观点 未受任何公司补偿 [2] - 作者与提及股票的公司不存在业务关系 [2] - 作者未持有任何提及公司的股票 期权或类似衍生品头寸 [2] 平台声明 - 过往业绩不保证未来结果 不提供具体投资建议 [3] - 表达观点不代表Seeking Alpha整体立场 [3] - 平台非持牌证券交易商 经纪商或美国投资顾问 [3]