Rising corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, more than 22% of companies in the S&P 500 provided guidance for their Q3 earnings results that are expected to beat analysts’ expectations, the highest in a year. Also, S&P companies are expected to post +6.9% earnings growth in Q3, up from +6.7% as of the end of May.A potential negative factor for market sentiment is the likelihood that the US government will shut down on Wednesday if lawmakers fa ...

Let's turn to the broader market action this morning. Joining us here at Post 9 is DWS Group America's CIO David Biano. Welcome, David.It's good to have you. And today we we've got a nice broad rally, although NASDAQ is actually lagging for a change. Do you buy into the the broadening trend that this rally continues and it doesn't have to be led by big tech.>> It's a Friday morning and and not too bad. It's been a bit of a tough week though for those arguing for the the broadening of uh the equity market. U ...

Stronger-than-expected U.S. economic data is complicating Wall Street’s hopes for rapid Fed rate cuts. Weekly jobless claims fell, and Q2 GDP grew 3.8%, suggesting resilience even as inflation hovers near 3%, above the Fed’s 2% target. That has pushed Treasury yields higher and weighed on tech stocks, with Vanguard’s Kevin Khang warning the path to sustained cuts remains “narrow.” U.S. economic data keeps coming back stronger than expected, and frankly it’s raining on the parade for markets. For the ...

美元汇率表现 - 美元指数下跌0.33%至98.17，但有望连续第二周上涨 [1][5] - 美元兑日元下跌0.21%至149.48，有望连续第五周上涨，并接近8月1日以来的最高水平 [1] - 欧元兑美元上涨0.31%至1.1701，但本周可能收低，结束连续三周的涨势 [2] 美国经济数据与货币政策 - 美国8月消费者支出增长0.6%，略高于路透调查经济学家预估的0.5% [2] - 美联储偏好的通胀指标——个人消费支出价格指数在8月上涨0.3%，符合预期 [3] - 两年期美国国债收益率下跌1.8个基点至3.645% [5] - 强劲的经济数据削弱了市场对美联储降息的预期，并因利差收窄推动美元走强 [3] 美联储官员评论 - 里士满联储主席巴尔金认为失业率或通胀大幅上升的风险有限，使美联储能在辩论进一步降息时平衡其双重目标 [6] - 美联储负责监管的副主席鲍曼表示，央行接近实现其2%的通胀目标，并认为需要果断降息以抵御就业市场日益加剧的麻烦 [6] - 上述评论是针对美联储上周决定开始降息的最新表态 [7]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Matt Miller, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec in the radio booth. Welcome to our audiences across all of our bloomberg platforms. Carol Massar on another down day for the markets. Fractional losses, to be sure, but when you kind of stack it up over the last few days. A lot more caution coming back into this market. Yeah, I was just r ...

Because jobless claims were better than expected, experts said the Fed might not cut interest rates in October and could wait until December, as per Sam Stovall, CFRA Research. Investors now think there is an 83.4% chance of a 25-basis-point Fed rate cut concerns and tech stocksChicago Fed President Austan Goolsbee said he is worried about cutting rates too quickly because inflation could rise again. The stock indexes fell: Dow Jones dropped 195.89 points to 45,926.27, S&P 500 lost 56.81 points to 6,581, a ...

Uh let's turn to the broader market now with stocks trading right around record levels. Joining us here on set is Gabriella Santos, chief market strategist for the Americas at JP Morgan Asset Management. So you're looking at a lot of the cross asset moves and you say that the focus has now been more by monetary policy versus the the fiscal and trade uh and other immigration policies coming out of Washington.uh how do you expect stocks and bonds to perform with monetary policy at front and center right now. ...

US stocks held steady on Tuesday after another record-setting day, as Wall Street waited for the first speech from Chair Jerome Powell since the Federal Reserve started cutting interest rates again. The Dow Jones Industrial Average (^DJI) nudged up nearly 0.3%. The S&P 500 (^GSPC) and the tech-heavy Nasdaq Composite (^IXIC) both hovered around the flatline. Stocks jumped on Monday to clinch a third straight day of record-high closes, lifted by optimism that the AI trade and further Fed policy easing wil ...

US stocks diverged Tuesday after another record-setting day, as Wall Street waited for the first speech from Chair Jerome Powell since the Federal Reserve started cutting interest rates again. The Dow Jones Industrial Average (^DJI) jumped around 0.7%. The S&P 500 (^GSPC) hovered around the flatline, and the tech-heavy Nasdaq Composite (^IXIC) lost 0.3%. Stocks jumped on Monday to clinch a third straight day of record-high closes, lifted by optimism that the AI trade and further Fed policy easing will c ...

美联储利率政策与当前立场 - 自去年9月起美联储已降息125个基点使利率达到4%至425%区间[1] - 美联储政策利率仍高于3%的中性利率水平意味着仍有125个基点的降息空间[1] - 尽管上一季度GDP增长达33%但就业市场呈现疲软迹象促使美联储开启宽松周期[3] 高利率对经济各领域的制约 - 当前限制性的利率结构抑制了经济增长尤其对住房市场、建筑行业及许多中型企业构成压力[2] - 美国当前平均住房抵押贷款利率为64%而现存贷款平均利率为41%两者间230个基点的差距形成“黄金手铐”效应抑制了房主置换房产和购房者的积极性[8][9] - 较高的长期利率对经济无益例如10年期国债利率在降息后上升需通过购买长期国债等操作来降低以刺激经济[6][7] 美联储政策展望与领导层更迭 - 预计下一任美联储主席将于明年5月就职可能采取更为宽松的货币政策立场[6] - 历史数据显示过去60年间美联储14次降息100基点或以上其中8次伴随长期利率上升[6] - 下一任主席可能推行带有“扭曲操作”的量化宽松政策即购买长期国债以压低长期利率从而为经济提供刺激[7]