US Economic Data Eases Rush For Large Interest Rate Cuts, Stocks Mark Strongest Weekly Gains In 10 Months: This Week In The Markets
US Economic Data Eases Rush For Large Interest Rate Cuts, Stocks Mark Strongest Weekly Gains In 10 Months: This Week In The Markets
Recent economic data has eased the recession fears that loomed earlier in August, diminishing the likelihood of large rate cuts by the Federal Reserve and boosting investor confidence in risk assets.
最近的经济数据缓解了8月初升起的经济衰退担忧，降低了联邦储备委员会大规模降息的可能性，提振了投资人对风险资产的信恳智能。
The S&P 500 and Nasdaq 100 indices saw their strongest week since late October 2023 as of Friday midday trading, driven by encouraging economic releases during the week.
截至周五中午交易，标普500指数和纳斯达克100指数自2023年10月下旬以来经历了迄今最强的一周，受到本周鼓舞人心的经济数据的推动。
Inflation continues to decelerate. In July, the Consumer Price Index inflation gauge increased by 2.9% year-over-year — the slowest pace since March 2021 and below both the previous month's rate and the expected 3%. Core inflation, which excludes food and energy prices, edged down from 3.3% to 3.2%, matching analyst expectations.
通胀继续放缓。7月份，消费者价格指数通胀率同比增长2.9%——自2021年3月以来最慢的速度，低于上个月的涨幅及预期的3%。核心通胀率（不包括食品和能源价格）从3.3%降至3.2%，与分析师预期一致。
Initial jobless claims rose less than anticipated for the second straight week, suggesting the uptick in unemployment in July may have been a temporary blip rather than a sign of a broader cooling labor market trend.
首次申请失业救济人数连续第二周上升，表明7月份失业率上升可能只是暂时波动，而不是更广泛的劳动力市场趋冷的迹象。此外，7月份零售销售大幅增长1%，创下2023年1月以来的最强增长，显著超出预期。消费者信心指数在8月份也超出预期，进一步增强了经济前景。
Moreover, retail sales surged by 1% in July, marking the strongest monthly growth since January 2023 and significantly surpassing expectations. Consumer confidence also exceeded forecasts in August, further strengthening the economic outlook.
你可能错过了……星巴克对Chipotle。Chipotle Mexican Grill，Inc. (NYSE：CMG) 在首席执行官Brian Niccol离开Chipotle经任Starbucks Corp. (NYSE：SBUX) CEO之后市值下跌了70亿美元，而Starbucks市值增加了150亿美元。两种截然不同的市场反应突显了投资者对影响公司命运的领导层变更的信心。
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你可能错过了……
Starbucks vs. Chipotle
星巴克vs. Chipotle
Chipotle Mexican Grill, Inc. (NYSE:CMG) lost $7 billion in market value while Starbucks Corp. (NYSE:SBUX) gained $15 billion following CEO Brian Niccol's move from Chipotle to Starbucks. The contrasting market reactions highlight investor confidence in leadership changes impacting company fortunes.
Chipotle Mexican Grill，Inc.（NYSE：CMG）市值下跌70亿美元，而Starbucks Corp.（NYSE：SBUX）市值增加150亿美元，这是首席执行官Brian Niccol从Chipotle到星巴克的举动带来的反差市场反应，突显了投资者对影响公司命运的领导层变更的信心。
Harris Leads Polls
哈里斯领先调查。艾默生学院的一项新调查显示，副总统卡玛拉·哈里斯在2024年的选举中领先唐纳德·特朗普4个百分点，获得年轻人、老年人和独立选民的强劲支持。哈里斯的支持率占51%，特朗普的支持率占45%。
A new Emerson College poll shows Vice President Kamala Harris leading Donald Trump by 4 points in the 2024 election race, with strong support from younger, older and independent voters. Harris is viewed favorably by 51% of voters compared to Trump's 45%.
沃尔玛营业收入增长4.8%，由电子商务和广告增长推动。公司提高了年度预测，反映了美国和国际市场的强劲表现。
Walmart Earnings Boost
“大空头”投资者迈克尔·伯里（Michael Burry）大幅增加了他在中国公司的持股，阿里巴巴集团控股有限公司（NYSE：BABA）是他的头号持股。他的对冲基金Scion Asset Management还在京东（NASDAQ：JD）和百度公司（NYSE：BIDU）拥有重要职位，标志着他对中国科技市场潜力的强烈押注。
Walmart Inc.'s (NYSE:WMT) second-quarter earnings exceeded expectations, with a 4.8% revenue increase driven by e-commerce and advertising growth. The company raised its annual guidance, reflecting strong performance in both U.S. and international markets.
此外，纽交所和纳斯达克100指数自2023年10月下旬以来经历了迄今最强的一周，受到本周鼓舞人心的经济数据的推动。
Burry's China Bet
巴里对中国的赌注
"Big Short" investor Michael Burry significantly raised his stakes in Chinese companies, with Alibaba Group Holding Limited (NYSE:BABA) as his top holding. His hedge fund Scion Asset Management also has significant positions in JD.com (NASDAQ:JD) and Baidu Inc. (NYSE:BIDU), signaling a strong bet on China's tech market potential.
“大空头”投资者迈克尔·伯里（Michael Burry）大幅增加了他在中国公司的持股，阿里巴巴（临时代码）是他的头号持股。他的对冲基金Scion Asset Management还在京东（NASDAQ：JD）和百度（临时代码）拥有重要职位，标志着他对中国科技市场潜力的强烈押注。
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Photo: shutterstock