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The Fed is likely to keep cutting interest rates, but multiple dangers lurk, CNBC survey finds
CNBC· 2025-10-28 20:32
The front facade of the Marriner S. Eccles Federal Reserve Board Building is visible as a massive renovation continues on the building and the 1951 Constitution Avenue Building on July 24, 2025 in Washington, DC.The Federal Reserve is expected to lower interest rates by a quarter point at its meeting this week and could cut at the next two meetings as well, according to the October CNBC Fed Survey.But there were concerns among the 38 survey respondents, who include economists, strategists and fund managers, ...
Wall Street Banks Expand Saudi Footprint, Fed Signals Second Rate Cut Amid Internal Debate, and ASEAN-India FTA Nears Completion
Stock Market News· 2025-10-26 23:39
花旗集团在沙特阿拉伯的业务扩张 - 花旗集团正式宣布在沙特阿拉伯利雅得开设区域总部,标志着其在沙特业务的重要扩张 [2] - 此举使花旗成为最新一家在沙特扩大业务的华尔街主要银行,以配合王储穆罕默德·本·萨勒曼推动经济多元化的愿景 [2] - 区域总部的设立受沙特新规驱动,该规定要求外资公司设立拥有至少15名员工的本地基地,否则可能失去获得政府合同的机会 [3] - 该政策自实施以来已成功吸引超过500家全球公司将区域总部迁至利雅得 [3] - 其他金融机构如高盛、瑞德和摩根大通也已获得许可或在沙特首都开设区域办公室 [3] - 沙特正通过税收减免和获得利润丰厚的政府合同等激励措施积极吸引全球金融机构 [8] 美联储利率政策动向 - 美联储联邦公开市场委员会预计将在10月28-29日的会议上连续第二次降息,幅度为25个基点 [4] - 此次降息将使联邦基金利率目标区间降至3.75%至4%,这将是自2022年底以来的最低利率水平 [4] - 降息的主要驱动因素是美国劳动力市场疲软,以及通过降低借贷成本来刺激招聘和防止经济显著放缓的意愿 [5] - 9月份通胀率为3%,持续高于美联储2%的长期目标 [5] - 金融市场预计10月降息的可能性为97%,并预期降息将持续到2026年 [5] - 在10月之后延长宽松周期可能会遇到内部反对,因政策制定者担心通胀压力再次抬头 [8] 东盟-印度自由贸易协定审查进展 - 马来西亚总理安瓦尔·易卜拉欣宣布,对东盟-印度货物贸易协定的审查已取得“实质性进展” [6] - 东盟承诺在2025年底前完成修订后的协议 [6] - 该协定最初于2009年签署,2010年实施,自2023年起进行审查 [7] - 印度启动审查的原因是担忧与东盟的贸易逆差扩大,从2011年的75亿美元增至2023年的约440亿美元,以及非关税壁垒和市场准入不均等问题 [7] - 该协定旨在促进货物自由流动、减少贸易壁垒、深化经济联系、降低商业成本并扩大两个地区之间的市场准入 [7] - 东盟与印度的双边贸易额从2023年的1007.2亿美元增至2024年的1068.3亿美元 [7]
Hotter CPI Unlikely to Deter Rate Cuts, S&P 500 Rally — For Now
Yahoo Finance· 2025-10-23 22:38
Equities traders are likely to shrug off any evidence of stubborn inflation in Friday’s consumer price index report, as the market narrative is dominated by optimism for an expected Federal Reserve interest-rate cut next week. Such is the view of JPMorgan Chase & Co.’s trading desk, which sees a roughly 65% chance the S&P 500 Index will advance following the release despite economists expecting an elevated print. The team including Andrew Tyler laid out scenarios for stocks on CPI day that are “less volat ...
Stock market today: Dow, S&P 500, Nasdaq wobble as Netflix slides, Tesla earnings loom
Yahoo Finance· 2025-10-22 21:31
US stock futures wavered on Wednesday after a record-setting session for the Dow as investors fielded the latest wave of earnings in a busy day highlighted by Tesla (TSLA) and IBM (IBM). The Dow Jones Industrial Average (^DJI) and the S&P 500 (^GSPC) were little changed. The tech-heavy Nasdaq Composite (^IXIC) was down around 0.2% as stocks swung between small gains and losses. Wall Street is looking to earnings to lift spirits after upbeat blue-chip results on Tuesday helped propel the Dow (^DJI) to a ...
Stock market today: Dow, S&P 500, Nasdaq futures stall as investors eye earnings ahead
Yahoo Finance· 2025-10-21 07:32
US stocks marked time before the bell on Tuesday as Wall Street geared up for the next wave of corporate results, with General Motors and Netflix (NFLX) highlighting the docket. Dow Jones Industrial Average futures (YM=F) slipped 0.2%, while S&P 500 futures (ES=F) nudged down 0.1%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) also edged down 0.1%. On Monday, stocks rallied as Apple hit a new record high, boosting tech names. Investors are focused on a flurry of major earnings reports due this week, and ...
Dollar Falls on Further Rate-Cut Signals
Barrons· 2025-10-17 15:24
CONCLUDED Stock Market News From Oct. 17, 2025: Dow Rises After Trump's China Comments Last Updated: 16 hours ago Dollar Falls on Further Rate-Cut Signals By Topics Memberships Subscribe to Barron's Tools Customer Service Customer Center Network Renae Dyer, Dow Jones Newswires The dollar fell to an 11-day low against a basket of currencies after a Federal Reserve official indicated he would vote for another interest-rate cut later this month. Fed Gov. Christopher Waller said on Thursday that he supported co ...
Traders have even greater expectations for a December Fed rate cut after seeing a historically unreliable jobs report
MarketWatch· 2025-10-01 23:07
劳动力市场状况 - 9月私营部门就业报告令人失望,显示美国劳动力市场显著恶化 [1] 货币政策预期 - 投资者与交易员预期美联储将在年底前再进行两次25个基点的降息 [1]
Fed's Schmid says rate cut was right move to offset job market risks
Yahoo Finance· 2025-09-25 21:01
货币政策决策 - 堪萨斯城联储主席Jeffrey Schmid认为上周25个基点的降息是合理的风险管理策略,以平衡通胀目标和对劳动力市场健康日益增长的担忧 [3] - 美联储官员在最近的政策会议上投票支持降息25个基点,使政策利率目标区间降至4%至4.25% [4] - 美联储预计年内将进一步降息,预计到年底利率目标区间将在3.50%至3.75%左右 [7] 经济前景评估 - 尽管经济在通胀和就业目标方面处于良好状态,但近期数据表明劳动力市场可能比预期更大幅度或更突然地走弱的风险增加 [2] - 美联储主席Jerome Powell指出,当前面临就业和通胀双重风险的“不寻常”局面,政策重点已向就业目标倾斜 [6] - Schmid认为通胀仍然过高,而劳动力市场虽然正在降温,但大体上仍保持平衡 [9] 政策制定者观点分歧 - 新任美联储理事Stephen Miran在会议上投票支持加息50个基点,显示出内部意见不一 [8] - 美联储官员正在积极辩论降息速度,部分官员因持续的通胀担忧主张缓慢行动,而另一部分则认为需要积极行动以防止劳动力市场过度恶化 [8]
‘Am I the biggest loser with the Fed rate cut?’ I’m 68, retired and live off IRAs and Social Security
Yahoo Finance· 2025-09-19 06:10
个人财务状况 - 68岁退休人士拥有固定月收入6000美元 来自传统IRA 罗斯IRA 社会保障金 小型年金及其他投资组合[2] - 收入结构使其生活舒适 且美联储利率决策对其个人财务状况无实质影响[2] 房地产行业影响 - 美联储降息25个基点可能刺激更多购房者重返房地产市场 从而进一步推高房地产价格[3][6] - 现有6%抵押贷款利率的房产持有人面临数千美元的再融资成本 同时潜在购房者仍试图进入房产市场[3] 投资组合表现 - 固定收入组合依赖社会保障金的通胀微调及股市投资回报率[7] - 股票市场回报率可能因降息受益 华尔街预计美联储将回应就业市场和经济放缓趋势[7] 宏观经济环境 - 经济面临就业市场放缓压力 部分评论认为可能重现1990年代互联网泡沫兴衰周期[7] - 特朗普总统的关税政策导致企业经营成本上升 最终转嫁为产品服务价格提升[7]
Federal Reserve Got 'More Dovish,' Pimco's Mai Says
Yahoo Finance· 2025-09-18 19:05
美联储利率决议 - 美联储于周三宣布降息 [1] 政策前景展望 - 太平洋投资管理公司主权信用分析师Nicola Mai讨论了进一步降息的前景 [1]