S&P 500, Nasdaq 100 Extend 8-Session Winning Streak As Wall Street Jitters 'Go Poof': Monday's Key Stock Movers
S&P 500, Nasdaq 100 Extend 8-Session Winning Streak As Wall Street Jitters 'Go Poof': Monday's Key Stock Movers
The S&P 500 and Nasdaq 100 extended their upward streak on Monday, both logging a robust eight consecutive sessions in positive territory as traders maintain optimism about the U.S. economic outlook and improving financial conditions ahead of the Federal Reserve's anticipated rate-cut cycle.
周一，标普500和纳斯达克100指数均延续上涨势头，在交易员们对美国经济前景持乐观态度、美联储降息周期即将到来的背景下，双双连续8个交易日表现强劲。
For the S&P 500, this marks its longest winning streak since May 2024, while the tech-heavy Nasdaq 100 hasn't seen such a run since October 2023.
对于标普500来说，这是它自2024年5月以来连续获胜的最长时间，而科技股为主的纳斯达克100自2023年10月以来也没有见过这样的连胜。
The S&P 500, tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), closed Monday's session up 0.95%, bringing it within just 1% of its all-time high reached in mid-July. Nearly 95% of S&P 500 companies have reported second-quarter results. FactSet data shows that 79% of these firms have exceeded earnings-per-share (EPS) expectations, and 60% have posted higher-than-expected revenue. The S&P 500's blended year-over-year earnings growth rate is at 10.9%, the strongest since Q4 2021.
标普500指数由SPDR标普500 ETF信托（NYSE:SPY）跟踪，周一收盘上涨0.95%，将其拉近中7月份触及的历史最高水平（仅差1%）。标普500指数中将近95%的公司已经公布了第二季度业绩。FactSet的数据显示，其中79%的公司超过了每股收益（每股收益）的预期，60%的公司发布了高于预期的营业收入。标普500指数的混合同比收益率为10.9%，是自2021年第四季度以来的最强表现。
The Nasdaq 100, monitored through the Invesco QQQ Trust (NASDAQ:QQQ), closed 1.3% higher, but it remains 4.6 percentage points below its record highs.
纳斯达克100指数由Invesco QQQ信托（NASDAQ:QQQ）监管，周一收盘上涨1.3％，但仍低于其历史最高点4.6个百分点。
"Last week saw unfounded US recession fears and global financial market jitters go poof as quickly as they arrived," wrote veteran Wall Street investor Ed Yardeni in a note Monday.
资深华尔街投资者埃德·雅尔迪尼周一在一份报告中写道：“上周美国经济衰退的担忧和全球金融市场的紧张情绪就像它们到来得一样迅速消失了。”
Monday's session saw no economic data releases, but investors responded positively to comments from Minneapolis Federal Reserve President Neel Kashkari, a well-known hawk, who hinted at the possibility of a rate cut in September during an exclusive interview with The Wall Street Journal.
周一的交易中没有经济数据发布，但投资者对明尼阿波利斯联邦储备银行行长尼尔·卡什卡里的评论做出了积极回应。尼尔·卡什卡里是一名著名的鹰派，他在接受《华尔街日报》的独家采访中暗示，9月可能会进行降息。
Market-implied probabilities currently indicate a 77.5% chance of a 25-basis-point rate cut in September, with a 22.5% likelihood of a larger 50-basis-point cut, according to CME Group FedWatch tool.
据芝加哥商品交易所FedWatch工具显示，市场预期9月份降息25个基点的概率目前为77.5％，而进行更大幅度的50个基点的降息的可能性为22.5％。
This week, traders will be closely watching key monetary policy discussions at the Jackson Hole Symposium, scheduled for Aug. 22-24, where Fed Chair Jerome Powell is set to speak on Friday at 10 a.m.
本周，交易员们将密切关注杰克逊霍尔研讨会上的重要货币政策讨论，该研讨会定于8月22日至24日举行，在此期间，美联储主席杰罗姆·鲍威尔将于周五上午10点发表讲话。
"If the Fed eases too much and doesn't push back against expectations of more rate cuts to come, the yen could strengthen again, triggering a second wave of unwinding carry trades," Yardeni warned.
资深华尔街投资者埃德·雅尔迪尼警告称：“如果美联储过于放松，并且没有抵制更多减息预期的推动，日元可能再次升值，引发第二轮取消融资交易浪潮。”
S&P 500's Top Performers On Monday
周一标普500指数的表现最佳股票
| Company | 1-day return (%) |
| EQT Corporation (NYSE:EQT) | 4.93 |
| Advanced Micro Devices, Inc. (NASDAQ:AMD) | 4.52 |
| Darden Restaurants, Inc. (NYSE:DRI) | 4.41 |
| Albemarle Corporation (NYSE:ALB) | 4.31 |
| NVIDIA Corporation (NASDAQ:NVDA) | 4.31 |
| 公司 | 一日回报率（%） |
| EQT公司（NYSE：EQT） | 4.93 |
| Advanced Micro Devices, Inc. (纳斯达克股票代码：AMD) | 4.52 |
| Darden Restaurants, Inc.（NYSE:DRI） | 4.41%） |
| Albemarle公司（NYSE:ALB） | 4.31 |
| 英伟达公司（NASDAQ:NVDA） | 4.31 |
Nasdaq 100's Top Performers On Monday
周一纳斯达克100指数的表现最佳股票
| Company | 1-day return (%) |
| Advanced Micro Devices, Inc. | 4.52 |
| NVIDIA Corporation | 4.31 |
| Illumina, Inc. (NASDAQ:ILMN) | 4.25 |
| DexCom, Inc. (NASDAQ:DXCM) | 4.10 |
| Moderna, Inc. (NASDAQ:MRNA) | 3.62 |
| 公司 | 一日回报率（%） |
| 美国超微公司 | 4.52 |
| 英伟达公司 | 4.31 |
| Illumina，Inc。（纳斯达克股票代码：ILMN） | 4.25 |
| DexCom, Inc. (NASDAQ:DXCM) | 4.10 |
| moderna, inc. (NASDAQ:MRNA) | 3.62 |
- Goldman Sachs Cuts US Recession Odds To 20%, Reverses Earlier Increase As Economic Data Improves
- 高盛将美国经济衰退的几率下调至20％，随着经济数据的改善而逆转之前的增加。
Image created using artificial intelligence via Midjourney.
图像由Midjourney通过人工智能创建。