Friday, August 29, 2025Pre-market futures are improving following the release of major economic numbers this morning. A drawback in EU markets this morning (Germany reported a surge in unemployment and higher inflation) brought U.S. indexes lower, but they are fighting higher — though it’s now become choppy — based on the Fed’s preferred inflation metric. The small-cap Russell 2000 has made it to the green; the other major indexes still lag in the red. PCE Numbers In-Line: No Threat to September Rate CutWe’ ...

Thursday, August 21, 2025Markets finished mostly in the red today, but off session lows and definitely higher than the downward trajectory looked as of the opening bell today. The Dow closed -157 points while the S&P 500 was -24. The Nasdaq shed another -90 points and is the underperformer among major indexes for the past week of trading. The small-cap Russell 2000 was the only major index to finish in the green today: +4 points.Earlier today, after the market opened, S&P flash Manufacturing and Services PM ...

市场表现 - 道琼斯指数上涨141点，涨幅0.35%，标普500指数上涨8点，涨幅0.15%，纳斯达克指数下跌15点，跌幅0.09%，罗素2000指数下跌9点，跌幅0.46% [1] - 10年期国债收益率回落至4.16%，2年期国债收益率回落至3.61% [1] 经济数据 - 3月个人消费支出(PCE)环比为0.0%，符合预期，较上月下降30个基点，同比为2.3%，略高于预期但较2月的2.7%下降40个基点 [2] - 核心PCE环比为0.0%，低于预期的0.1%和上月的0.4%，同比为2.6%，符合预期但较上月的3.0%下降 [3] 房地产市场 - 3月成屋签约销售环比增长6.1%，远超预期的1%和2月的2.1%，创下去年9月以来的最高水平 [4] - 南部地区成屋签约销售增长9.8%，中西部地区增长4.9%，西部地区增长4.8%，东北部地区下降0.5% [5] 公司财报 - Meta Platforms第一季度每股收益6.43美元，远超预期的5.22美元，营收42.31亿美元，超过预期的41.22亿美元，日活跃用户同比增长6%至34.3亿 [6] - 微软第一季度每股收益3.46美元，同比增长18%，超过预期的3.20美元，营收701亿美元，超过预期的684亿美元，Azure云服务营收增长20%至424亿美元 [7] - 高通第二季度每股收益2.85美元，超过预期的2.82美元，营收108.3亿美元，超过预期的106.7亿美元，但第三季度营收指引低于预期导致股价盘后下跌6.3% [8]