市场指数表现 - 道琼斯工业平均指数(DJIA)周一上涨0.1%至45883.45点 周二下跌约0.2%-0.3%(约131-137点) [2] - 标普500指数(SPX)周一上涨0.5%至历史新高6615.28点 周二微跌0.1% [2] - 纳斯达克综合指数(IXIC)周一上涨0.9%至22348.75点历史新高 周二基本持平或微跌不到0.1% [2] - 特朗普第二任期前164个交易日标普500上涨10.32% 与第一任期同期10.37%涨幅几乎完全一致 [2] TikTok交易进展 - 美国与中国达成协议 将TikTok美国资产从字节跳动转移至美国所有者 [3] - 该交易被特朗普称为"两国升级" 将"保留数百亿美元价值" [3] - 财长贝森特确认马德里贸易谈判中达成"框架协议" 预计本周由两国元首最终敲定细节 [3] - 交易预计在30-45天内完成 [4] Oracle股价反应 - Oracle(ORCL)周一盘前交易最高上涨5% 因特朗普在Truth Social暗示其参与交易 [4] - 周二早盘继续上涨超过3% 报道确认其可能参与交易 [4] - 该股在周二前已累计上涨80% [4] - 分析师持谨慎乐观态度 强调算法和用户数据控制等关键细节尚未明确 [4] 纽约时报公司诉讼影响 - 特朗普对纽约时报公司(NYT)及四名记者提起150亿美元诽谤诉讼 [5] - 诉讼指控该报存在"数十年故意恶意诽谤"模式 [5] - 纽约时报公司市值约95.9亿美元 诉讼金额远超其市值 [5] - 周二早盘纽约时报公司股价下跌2.4% [6] - 公司称诉讼"毫无法律依据" 是"试图压制独立报道"的行为 [6] 企业报告制度变革提议 - 特朗普提议将企业报告从季度制改为半年制 [7] - 理由为"节省资金"并让管理层专注于公司运营 [7] - TD Cowen分析师预测该变革有60%可能性实现 [7] - 美国证交会(SEC)正在优先考虑此提案 [7] 关税政策动态 - 特朗普威胁对中国商品征收50-100%关税 [8] - 已对与俄罗斯石油相关的印度进口商品加征25%关税 [8] - 财长贝森特表示 如果欧洲国家"履行份额"实施类似关税 将暂缓对华新关税 [8] - 8月美国零售销售增长0.6% 显示关税尚未显著抑制消费者支出 [8] Digital World Acquisition Corp表现 - 与Truth Social相关的SPAC公司DWAC周二盘前交易报16.94美元 微涨0.12% [6]

The stock market set new highs last week as measures of the economy, like job creation, continued to cool.Some charts from September's research notes, news articles, and blogs caught my eye. Instead of publishing a series of newsletters, I figured I'd do a lightning round here.The stock market is not the economyThe U.S. stock market and the U.S. economy are closely intertwined. Yet the makeup of earnings per share (EPS), which drives stock prices, differs in several key ways from the makeup of GDP.From Well ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Retail sales exceeded forecasts in August and rose 0.6%, increasing for the third straight month despite job market weakness and sagging consumer sentiment. Nine out of 13 categories of goods registered gains, with e-commerce sales rising 2% and receipts at clothing stores and sporting goods and hobby shops increasing 1% and 0.8%, respectively, the Commerce De ...

Inter Parfums Chair, CEO and co-founder Jean Madar discusses the state of the consumer, the impact of tariffs on the beauty products industry and President Donald Trump's call for companies to report earnings every six months and not on a quarterly basis. He speaks on "Bloomberg Open Interest." ...

The Federal Reserve is expected to announce its first interest rate cut this year on Wednesday despite signs of tariffs pushing inflation higher amid rising concerns about the labor market. Policymakers on the Federal Open Market Committee (FOMC) are expected to cut the benchmark federal funds rate by 25 basis points, the first since December 2024, which would lower the target range to 4% to 4.25%.Markets have priced in a cut, with the CME FedWatch tool showing a 96% chance of a 25-basis-point cut and a 4% ...

By the way, we're here with the president now. >> He is now on the call in a few minutes from the helicopter. And he's a good man.Most of you know him. He's very talented. Uh he'll have a big influence on this or too late getting his rates down, I guess.Who knows. You never know when too late, but he's done a lousy job. Rates the rate should be much lower. Much much lower.But I've just signed his uh document and all of the papers and Steve Myron is now on. >> Ground offense is now underway in Gaza City. You ...

WASHINGTON (Reuters) -U.S. factory production unexpectedly increased in August amid a rebound in the output of motor vehicles and some nondurable goods, though tariffs continued to cast a shadow over the manufacturing sector. Manufacturing output rose 0.2% last month after a downwardly revised 0.1% fall in July, the Federal Reserve said on Tuesday. Economists polled by Reuters had forecast production for the sector, which accounts for 10.2% of the economy, would slip 0.2% following a previously reported u ...

Bloomberg / Contributor / Getty Images Dave & Buster's warned it might not be able to cover the possible costs of inflation, tariffs, and other expenses Key Takeaways Dave & Buster's Entertainment missed profit and sales forecasts as comparable store sales fell. The game-themed restaurant also warned that it might not be able to cover the possible costs of inflation, tariffs, and other expenses. New CEO Tarun Lal said he will focus on boosting sales and cash flow. Shares of Dave & Buster’s Enterta ...

NEW YORK (AP) — Shoppers increased their spending at a better-than-expected pace in August from July, helped by back-to-school purchases, even as President Donald Trump’s tariffs are starting to hurt the job market and lead to price hikes. Retail sales rose 0.6% last month from July, when sales were up a revised 0.6%, according to the Commerce Department’s report. The performance, announced Tuesday, was also likely helped by the continued efforts by Americans to keep pushing up purchases ahead of expecte ...

零售销售表现 - 美国8月零售销售增长超出预期 [1] 影响因素 - 劳动力市场疲软可能削弱增长势头 [1] - 进口关税导致商品价格上涨 [1]