米国市場の展望:市場の50bp利下げ観測が急上昇 ダウ平均は56ドル高でスタート
Hello to all Moomoo users, good evening!Here is the NY Stock Market outlook for tonight.
Market Overview
The Dow Jones Industrial Average, which is composed of high-quality stocks, started at $41,153.70, up $56.93. The Nasdaq Composite Index, with a high proportion of technology stocks, started at 17,575.26, up 5.58 points. The S&P 500 Index, which consists of 500 large-cap stocks in the United States, rose 7.58 points to 5,603.34.
The Dow Jones Industrial Average, which is composed of high-quality stocks, started at $41,153.70, up $56.93. The Nasdaq Composite Index, with a high proportion of technology stocks, started at 17,575.26, up 5.58 points. The S&P 500 Index, which consists of 500 large-cap stocks in the United States, rose 7.58 points to 5,603.34.
Top news
Expectations of a 50 basis point rate cut in the market have surged.
- Following the indication that the U.S. August PPI showed a cooling of inflation, the market has strengthened its speculation of an aggressive rate cut by the Federal Reserve.
- While Wall Street Journal reporter Nick Timiraos said that a 25 basis point rate cut is the least resistance path, he also pointed out that starting with a 50 basis point rate cut can reduce market debates over the size of subsequent rate cuts.
- The spot gold price broke through $2,570 per ounce during the session, and the New York gold price broke through $2,600 per ounce.
- Following the indication that the U.S. August PPI showed a cooling of inflation, the market has strengthened its speculation of an aggressive rate cut by the Federal Reserve.
- While Wall Street Journal reporter Nick Timiraos said that a 25 basis point rate cut is the least resistance path, he also pointed out that starting with a 50 basis point rate cut can reduce market debates over the size of subsequent rate cuts.
- The spot gold price broke through $2,570 per ounce during the session, and the New York gold price broke through $2,600 per ounce.
Debate within the Federal Reserve
- As investors continue to debate how much rate cut the Federal Reserve will implement next week, government bonds are rising and the dollar is under pressure.
The US producer price index, which was announced on Thursday, rose slightly, and the number of unemployment benefit applications also increased.
US stock futures have been relatively stable, while the Australian dollar has already risen by 3.5% this week. $S&P 500 Index (.SPX.US)$ The Australian dollar has already risen by 3.5% this week.
- As investors continue to debate how much rate cut the Federal Reserve will implement next week, government bonds are rising and the dollar is under pressure.
The US producer price index, which was announced on Thursday, rose slightly, and the number of unemployment benefit applications also increased.
US stock futures have been relatively stable, while the Australian dollar has already risen by 3.5% this week. $S&P 500 Index (.SPX.US)$ The Australian dollar has already risen by 3.5% this week.
Shining gold.
The impact of the expected rate cut by the Federal Reserve on the dollar continues to spread to the gold market, and precious metals have reached record highs.
Supported by expectations of a rate cut by the Federal Reserve, central bank purchases, and the renewed interest of individual investors, precious metals have risen by about 25% since the beginning of the year.
The impact of the expected rate cut by the Federal Reserve on the dollar continues to spread to the gold market, and precious metals have reached record highs.
Supported by expectations of a rate cut by the Federal Reserve, central bank purchases, and the renewed interest of individual investors, precious metals have risen by about 25% since the beginning of the year.
The sharp appreciation of the yen.
With the resurgence of bets on a 50 basis point rate cut by the Federal Reserve, the yen has also risen, becoming the best-performing currency against the dollar this season.
Some hedge funds are making long bets on the Australian dollar, Swiss franc, offshore Renminbi, and adding bullish bets on the Japanese currency.
More than half of the economists surveyed by Bloomberg believe that the Bank of Japan's next interest rate hike will be in December, and there will be no changes at next week's meeting.
With the resurgence of bets on a 50 basis point rate cut by the Federal Reserve, the yen has also risen, becoming the best-performing currency against the dollar this season.
Some hedge funds are making long bets on the Australian dollar, Swiss franc, offshore Renminbi, and adding bullish bets on the Japanese currency.
More than half of the economists surveyed by Bloomberg believe that the Bank of Japan's next interest rate hike will be in December, and there will be no changes at next week's meeting.
Boeing strike
● $Boeing (BA.US)$ Boeing's stock price has fallen in pre-market trading due to factory workers dismantling tools for the first time since 2008, causing disruptions in production at the private jet hub factory.
Union members of the largest labor union rejected the company's contract proposal and decided to go on strike by an overwhelming majority. This move puts pressure on Boeing and the company is already shaken by the impact of quality issues that have led to investigations and changes in management.
● $Boeing (BA.US)$ Boeing's stock price has fallen in pre-market trading due to factory workers dismantling tools for the first time since 2008, causing disruptions in production at the private jet hub factory.
Union members of the largest labor union rejected the company's contract proposal and decided to go on strike by an overwhelming majority. This move puts pressure on Boeing and the company is already shaken by the impact of quality issues that have led to investigations and changes in management.
The fate of the software
● $Adobe (ADBE.US)$ Stocks have fallen as investor anxiety remains high due to the postponement of AI-related sales growth in the outlook.
● On the other hand, the sharp increase in electricity demand caused by the AI boom $Oracle (ORCL.US)$ Stocks have rebounded supported by the expansion of cloud business and the announcement of a bullish long-term sales forecast.
On the other hand, today's economic indicators and corporate earnings are quite sluggish.
● $Adobe (ADBE.US)$ Stocks have fallen as investor anxiety remains high due to the postponement of AI-related sales growth in the outlook.
● On the other hand, the sharp increase in electricity demand caused by the AI boom $Oracle (ORCL.US)$ Stocks have rebounded supported by the expansion of cloud business and the announcement of a bullish long-term sales forecast.
On the other hand, today's economic indicators and corporate earnings are quite sluggish.
moomoo News Zeber
Source: moomoo, Bloomberg
This article uses auto-translation in part.
Source: moomoo, Bloomberg
This article uses auto-translation in part.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment