By Michael S. Derby NEW YORK (Reuters) -Federal Reserve Bank of St. Louis President Alberto Musalem said on Thursday ​the U.S. central bank has been right to cut interest ‌rates to help the job market. The cuts have been "appropriate" but "we have to ‌be very careful to continue to lean against above-target inflation, while continuing to provide some insurance" to the employment sector, he said at a gathering of the Fixed Income Analysts Society in New York. "Monetary policy is somewhere between ⁠modest ...

宏观经济与政策环境 - 美联储在杰克逊霍尔会议明确表达对劳动力市场的担忧[1] - 火热的ISM服务业数据表明通胀问题持续存在[1] - 部分美联储官员更担忧通胀而非就业市场疲软，释放出相互矛盾的政策信号[7] 市场情绪与技术指标 - 恐慌指数VIX略低于20，处于无人地带，预示抛售可能尚未结束[3][4] - VIX指数可能升至25或更高水平，意味着市场存在进一步下行风险[12][14] - 标普500指数曾高于其200日均线13%，市场存在过度延伸迹象[8] 主要资产表现 - 比特币表现持续疲软至少三周，反映市场风险偏好下降[2] - 甲骨文股价完全回补前期缺口，亚马逊和苹果在利好消息下出现价格反转走低[2][3] - 投资者转向国债等安全资产，进行避险交易[10] 行业与板块动态 - 消费信贷、先买后付及抵押贷款服务相关公司面临较大压力[6] - 市场关注白领及中上阶层工作岗位流失问题，可能对消费者构成压力[5][6] - 科技股估值高企，Roundhill Magnificent 7 ETF远期市盈率约30倍[8] 市场估值与资金流向 - 在经济增长担忧背景下，高估值资产面临合理性挑战[9] - 市场出现获利了结现象，投资者倾向买入回调的策略可能面临考验[10][13] - 尽管长期看多，但当前市场波动被视为小幅震荡而非深度回调[13]

ROUGEMONT, Quebec, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Lassonde Industries Inc. (TSX: LAS.A) (“Lassonde” or the “Corporation”) today announced its financial results for the third quarter of 2025. Financial Highlights: Third quarters endedSept. 27, 2025Sept. 28, 2024∆(in millions of dollars, unless otherwise indicated)$$$Sales<td style="border-top: solid black 1pt ; border-right: solid black 1pt ; border-bottom: solid black 1pt ; border-left: solid black 1 ...

By Michael S. Derby NEW YORK (Reuters) -Cleveland Federal Reserve President Beth Hammack said on Thursday she does not think the U.S. central bank needs to raise interest rates to combat inflation pressures she considers too ​high, while acknowledging how that view might change. Despite where inflation is, moving rates up is "not my base case right ‌now," Hammack said in a Reuters interview after a speech in which she reiterated her view that the Fed needs to keep monetary policy a touch tight to balance ...

Walmart and other grocery giants are launching holiday meal deals as high food prices persist, squeezing consumers. It's a move that is catching the attention of the Trump administration.  President Donald Trump on Wednesday praised the nation's largest private employer, Walmart, for its discounted Thanksgiving meal. "Walmart just announced that the cost of their standard Thanksgiving meal... is 25% lower than one year ago. Isn't that great? That's a big deal," Trump said during a speech at the America Busi ...

公司财务表现 - 帝亚吉欧报告季度净销售额为49亿美元，同比下降2%[2] - 有机销售额持平，但销量增长近3%[2] - 公司下调其销售和利润展望，股价交易于约十年来的最低水平[1] 区域市场表现 - 拉丁美洲市场表现强劲，尤其是巴西需求旺盛[3] - 中国市场销售额下降超过7%[3] - 美国市场有机销售额下降近3%，消费者转向更便宜的品牌[3] 产品与消费趋势 - 消费者出现明显的消费降级趋势，放弃如Don Julio等高端龙舌兰品牌，选择更便宜的产品[3] - 龙舌兰和梅斯卡尔品类曾表现出韧性，而威士忌和啤酒面临压力[4] - 整个高端烈酒行业都感受到后疫情时期的影响，包括通胀压力、适度饮酒趋势和关税问题[4] 行业与竞争动态 - 行业面临Z世代消费者饮酒量减少的趋势，与健康健身的优先事项相关[6] - 西班牙裔美国消费者需求疲软，该群体占星座品牌啤酒业务的50%[7] - 百威淡啤不再是美国最畅销啤酒，根据趋势已被米克劳取代[8] 公司管理状况 - 公司领导层处于变动中，首席执行官Deborah Crew于7月离职，目前尚无接任者[5] - 公司告知投资者需等待假期后的进一步指引，第四季度因节假日集中对酒类销售最为重要[5]

The Cleveland Fed president worries more about inflation than a cooling labor market. ...

The dollar index (DXY00) on Thursday fell by -0.49%.  The dollar retreated on Thursday after a report from Challenger showed US job cuts in October surged by 175% y/y, the most in 22 years, bolstering the outlook for the Fed to keep cutting interest rates.  Also, the dollar is still under pressure from the ongoing US government shutdown.  The longer the shutdown is maintained, the more likely the US economy will suffer and the more likely the Fed will have to cut interest rates. Losses in the dollar were ...

Cleveland Fed president Beth Hammack doubled down Thursday on her concerns about inflation, saying that it’s not obvious the central bank should cut rates further. “I remain concerned about high inflation and believe policy should be leaning against it,” Hammack said at the Economic Club of New York. “After last week’s meeting, I see monetary policy as barely restrictive, if at all, and it’s not obvious to me that monetary policy should do more at this time. But the future is inherently uncertain, and I’m ...

货币政策展望 - 美联储官员对进一步降息持怀疑态度 [1] - 通胀持续性是影响利率决策的关键因素 [1] - 此前已完成的降息所带来的货币宽松效应已存在 [1]