FRANKFURT, Germany (AP) — The European Central Bank left interest rates unchanged Thursday for the fourth meeting in a row as the economy in the 20 countries that use the euro increasingly looks strong enough to get by without the stimulus of lower borrowing costs for businesses and consumers. Bank President Christine Lagarde said that while the economy had remained “resilient,” there was too much uncertainty over trade and international conflicts to give any hints about future moves. “We reconfirmed th ...

Key Takeaways Kevin Hassett, the frontrunner to be the next chair of the Federal Reserve, wants to bring inflation down to 1%.A 1% inflation rate would be the lowest since the Obama administration, other than the pandemic.Most forecasters do not expect inflation to get down below 2% for years. If you could turn back the clock on inflation, a good date to pick might be July 2016. That was the last time the Consumer Price Index rose by less than 1% over 12 months when there wasn't a pandemic disrupting t ...

All right, let's chew on all this. Joining me now, we got Art Laugher, former Reagan economist. We got Steve Moore, host of More Money on WABC radio.We have Douglas Holtz Eeken, American Action Forum President, former CBO director. I begin with you, Arthur. Have I overstated the case.I mean, heck, if you're if oil is plunging, gasoline's going to plunge. If gasoline and oil are going to plunge and almost every other darn price in the index going to plunge and that's going to bring inflation down a whole lot ...

If you take a look and you turn back to the topic of who's going to lead the Fed and what it could mean for your portfolio, that's what our next guest is here to tell you about. His trading advice depending on who the president picks as the next Federal Reserve chair. Joining us now is Yan Silagi, the CEO and co-founder of Reflexivity, a markets AIdriven platform.And Yan, if we talk about the two Kevin, Kevin Walsh, Kevin Hasset, are there different playbooks that you have for either one of them. Maybe let' ...

Global stock markets slide: Asian and European stock markets traded mostly lower on Tuesday as investors pulled back ahead of crucial U.S. employment and inflation data. Weakness in technology stocks led the decline, while caution grew over the future path of global interest rates. U.S. stock futures pointed lower early Tuesday. S&P 500 futures fell 0.5%. Dow Jones Industrial Average futures slipped 0.3%. Investors are positioning ahead of economic reports that could influence the Federal Reserve’s next pol ...

JERSEY CITY, New Jersey, Dec 15 (Reuters) - New York Federal Reserve President John Williams said on Monday the U.S. central bank's interest rate cut last week leaves it in a good position to deal with ​what lies ahead, adding that he sees inflation moderating amid cooling in the job market. "Monetary policy is well positioned ‌as we head into 2026," Williams said at an event held by the New Jersey Bankers Association in Jersey City. With the recent easing, the rate-setting ‌Federal Open Market Committee ...

宏观经济与市场背景 - 美联储于2025年12月进行了年内第三次降息 降息幅度为25个基点 将联邦基金利率目标区间下调至3.5%-3.75% [2][4] - 此次降息推动美国股市连续第二天上涨 缓解了投资者对年内不再降息的担忧 [2][4] - 尽管通胀仍处高位 但劳动力市场萎缩促使美联储转向支持经济 并暗示2026年可能还有一次降息 同时排除了明年加息的可能性 [5][6] - 美联储预计通胀将在2026年底放缓至2.4% 同时经济增长将加速至2.3% 这一鸽派前景对整体市场构成利好 [3][7] 行业与投资主题 - 在美联储降息的背景下 非必需消费品行业股票被看好 因其在经济增长加速时通常表现良好 [2][3] - 文章重点推荐了四只具有上涨潜力的非必需消费品股票 分别是Brightstar Lottery PLC、Las Vegas Sands Corp、Roku Inc 和 Kontoor Brands Inc [3][8][9][11][12] 公司分析：Brightstar Lottery PLC - 公司是一家提供游戏、数字和金融技术解决方案的供应商 前身为International Game Technology PLC 总部位于纽约 [8] - 公司当前财年预期盈利增长率为17.9% [8] - 过去60天内 市场对其当前财年盈利的一致预期上调了29.5% [8] 公司分析：Las Vegas Sands Corp - 公司是一家领先的国际综合度假村开发商 主要在美国和亚洲运营 [9] - 公司当前财年预期盈利增长率为30% [10] - 过去60天内 市场对其当前财年盈利的一致预期上调了10.5% [10] 公司分析：Roku Inc - 公司是美国、加拿大和墨西哥领先的电视流媒体平台提供商 [11] - 公司当前财年预期盈利增长率超过100% [11] - 过去60天内 市场对其当前财年盈利的一致预期大幅上调了83.3% [11] 公司分析：Kontoor Brands Inc - 公司是一家服装公司 设计、制造和分销产品 旗下品牌包括Wrangler、Lee和Rock & Republic 总部位于格林斯博罗 [12] - 公司当前财年预期盈利增长率为12.5% [12] - 过去60天内 市场对其当前财年盈利的一致预期微幅上调了0.7% [12]

Bloomberg The fast-paced rally in small caps, sidelined for much of this year, has been fueled by a combination of falling interest rates and economic growth — dual tailwinds that many on Wall Street see as likely to propel the riskier group to market leading gains next year. The third Federal Reserve rate cut in as many meetings, and the prospect of more easing to come, has driven the Russell 2000 Index to outperform the S&P 500 Index for a fourth straight week, which ties for the longest such stretch i ...

美联储利率决议与市场反应 - 美联储于周三宣布年内第三次降息 将联邦基金利率目标区间下调25个基点至3.5%-3.75% [1][3] - 此次降息虽在通胀高企的背景下进行 但劳动力市场萎缩促使央行采取行动支持经济 [4] - 利率决议公布后 美国股市连续第二日上涨 因投资者对年内进一步降息的担忧缓解 [1][3] 美联储政策展望与经济预测 - 美联储暂时将政策焦点从通胀转向支持经济增长 并暗示2026年可能仅进行一次降息 [5] - 美联储主席杰罗姆·鲍威尔排除了明年加息的可能性 这显著提振了投资者信心 [5] - 美联储预计通胀将在2026年底放缓至2.4% 同时经济增长将加速至2.3% [1][6] 受益板块及推荐股票 - 基于上述宏观环境 报告推荐了四只具有上行潜力的非必需消费品股票 [2] - 这四只股票分别为Brightstar Lottery PLC (BRSL)、Las Vegas Sands Corp. (LVS)、Roku, Inc. (ROKU)和Kontoor Brands, Inc. (KTB) [2][9] 个股基本面数据 - **Brightstar Lottery PLC (BRSL)**: 该公司当前财年预期盈利增长率为17.9% 过去60天内市场对其当年盈利的一致预期上调了29.5% [7] - **Las Vegas Sands Corp. (LVS)**: 该公司当前财年预期盈利增长率为30% 过去60天内市场对其当年盈利的一致预期上调了10.5% [8] - **Roku, Inc. (ROKU)**: 该公司当前财年预期盈利增长率超过100% 过去60天内市场对其当年盈利的一致预期上调了83.3% [10] - **Kontoor Brands, Inc. (KTB)**: 该公司当前财年预期盈利增长率为12.5% 过去60天内市场对其当年盈利的一致预期上调了0.7% [11]

金融稳定监督委员会政策转向 - 金融稳定监督委员会投票通过了由财政部长斯科特·贝森特提出的改革方案 核心目标是减少他认为会抑制经济增长的“不当负担”[1] - 政策制定者过去未常规性考虑监管与监督体系的累积负担 也未考虑未能使监管现代化如何损害金融体系的韧性与增长[2] - 这些改革旨在提振经济增长 财政部官员认为这对金融稳定至关重要[2] 监管改革与经济增长逻辑 - 财政部长贝森特指出 更强的经济增长有助于提升银行利润并充实资本 可作为抵御意外损失的缓冲[2] - 拥有更强资产负债表的家庭和企业对冲击更具韧性 更不易债务违约 也更可能持续消费和投资[2] - 改革旨在确保信贷流向经济 让小企业获得信贷 它们是增长的支柱 这些改变是为了让信贷更自由地流动 避免阻碍经济发挥全部潜力[6] 委员会职能与新增工作重点 - 金融稳定监督委员会成立于2008年金融危机后 旨在识别银行可能给美国经济稳定带来的风险[3] - 委员会正在成立一个新的家庭韧性工作组 将通过分析家庭借贷、信贷获取以及住房和抵押贷款市场动态 监控消费者的财务韧性并寻找潜在压力的早期预警信号[4] - 委员会同时关注经济安全 寻求加强针对网络攻击的防护并增强国债市场的韧性[5] - 委员会还创建了一个新的人工智能工作组 旨在寻找利用AI促进金融体系韧性的方法 同时监控AI可能对金融稳定构成的风险[5]