小盘股市场表现 - 罗素2000指数在第二季度反弹10% 从2024年11月历史高点回落后的55天内实现[1] - 罗素2000指数季度回报率为8.5% 低于罗素1000指数的11.1%表现[1] - 反弹主要由成长股、动量股、高贝塔股和低质量股票驱动[1] Oxford Industries公司表现 - 股价52周内下跌45.85% 一个月回报率仅0.59%[2] - 截至2025年9月12日收盘价47.13美元 市值7.0069亿美元[2] - 2025财年第二季度合并净销售额4.03亿美元 较2024年同期的4.2亿美元下降[4] 业绩下滑原因 - 面临关税成本上升和消费者支出疲软的双重压力[3] - 消费 discretionary板块选股逆转 受个股特定逆风影响[3] - 公司下调业绩指引对股价形成压制[3] 公司战略调整 - 管理层重点加速供应链撤离中国 预计2026年完全退出[3] - 专注于品牌创新和核心客户 engagement[3] - 供应链调整和品牌建设使投资机构对长期前景保持乐观[3] 机构持仓情况 - 对冲基金持仓数从19家减少至17家[4] - 未入选对冲基金最受欢迎的30只股票名单[4] - 消费 discretionary板块个股表现出现分化[3]

The Procter & Gamble Company (NYSE:PG) is one of the best defensive stocks to buy, according to Steve Cohen. On September 4, at the Barclays 18th Annual Global Consumer Staples Conference 2025, the company reiterated its commitment to leveraging innovation and efficiency to drive future growth. The Procter & Gamble Company (PG) Focused on Innovation and Efficiency to Accelerate Growth Copyright: jetcityimage / 123RF Stock Photo As the global market growth is expected to stabilize between 2% and 2.5% bel ...

U.S. Treasury Secretary Scott Bessent arrives to meet Spain's Foreign Minister Jose Manuel Albares, to continue discussions on trade, economic and national security issues, in Madrid on Sept. 14, 2025.U.S. and Chinese trade negotiations have stretched into a second day in Spain, with an agenda of several sticking points ranging from tariff rates, export controls and an imminent deadline for a divestment of Chinese-owned social media TikTok.A first day of negotiations — led by Treasury Secretary Scott Bessen ...

Returns for 2024 show a 65% increase in capital gains reported through mid-July. ...

Stocks notched another week of record highs as investors bet on a Fed interest rate cut next week. The central bank is widely expected to prioritize a cooling labor market even as sticky inflation complicates the picture, with investors overwhelmingly betting on a quarter-point cut. Futures markets put the probability at north of 90%, according to the CME FedWatch tool. That sets the stage for a pivotal week in markets, where the Fed's call could determine whether the rally has more room to run. The thr ...

In the weeks since President Trump's 50% tariffs on Indian imports took effect, apparel, food and jewelry businesses on central New Jersey's Oak Tree Road are wrestling with how to cope. ...

特朗普关税政策影响 - 特朗普提议对中国商品加征50%至100%关税 并呼吁北约停止购买俄罗斯石油[2] - 中国以"不参与战争"回应 并对美国商品实施84%报复性关税[2] - 美国平均有效关税率从2025年1月的2.5%升至4月的27% 9月仍维持在17.4%的百年高位[11] 汽车行业影响 - 通用汽车2025年第二季度承担11亿美元关税相关费用 年度成本预计达40-50亿美元[4] - 汽车研究中心研究显示25%汽车关税可能使美国车企2025年损失1080亿美元[4] - 福特、通用和Stellantis三家车企合计面临420亿美元成本增加[4] - 汽车价格预计在2025年底上涨4%-8%[4] 消费者与企业成本 - 耶鲁预算项目估算关税将使家庭年均支出增加2800美元[5] - 新车价格将额外增加4000-5000美元[5] - 诺贝尔奖得主克鲁格曼指出关税混乱对商业造成严重破坏 许多关税实际针对美国制造业投入品[5] 市场反应 - 2025年9月13日标普500微跌3.18点至6584.29点 跌幅不足0.1%[6] - 道琼斯工业指数下跌273.78点至45834.22点 跌幅0.6%[6][7] - 纳斯达克综合指数上涨98.03点至22141.10点 涨幅0.4%[7] - 家具零售商RH股价下跌4.6% 归因于关税不确定性和住房市场疲软[8] 科技板块表现 - 微软上涨2% 特斯拉上涨7% 苹果上涨1.5%[8] - 亚马逊下跌1%[8] - 标普500远期市盈率达22.7倍 高估值令投资者对关税威胁企业利润率感到不安[9] Truth Social市场表现 - DJT股票2025年9月13日收盘报16.99美元 微涨0.41%[10] - 当日交易区间为16.69-17.05美元[10] - 2025年9月预测股价可能跌至13.80美元[10] - 平台2024年报告亏损4900万美元[10]

Inflation has picked up since President Donald Trump announced new import tariffs in April, with the latest consumer price index data showing outsized increases in tariff-sensitive categories, including coffee, toys and televisions.Overall prices rose 2.9% in August from a year earlier, up from 2.7% in June and July, according to CPI data released Thursday. The CPI measures the cost of a broad basket of everyday goods and services, including groceries, rent and medical care.That leaves inflation drifting fa ...

A stronger profit met a more cautious outlook as RH navigates tariffs, timing shifts, and an uneven housing market.RH (RH -4.16%), the luxury home furnishings retailer known for its large-format galleries and design services, reported results on Thursday that show clear progress on profitability even as macro- and tariff-policy headwinds persist. Shares moved lower after hours as investors parsed a guidance update alongside bottom-line improvements.The company continues to invest behind a global brand strat ...

Hello and welcome to Asking for a Trend. I'm Josh Lipton. For the next half hour, we are breaking down the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here are some of the trends we're going to be diving into. Was the last day of the trading week and it ended mixed as investors are on edge about what the Fed may do next week when it comes to a rate cut.Americans, meanwhile, may be worried about work and th ...