Inflation Drop Fuels Rate Cut Speculation, Investors Shift To Sector Laggards, Russell 2000 Surges Over 3.6%: This Week In The Markets
Inflation Drop Fuels Rate Cut Speculation, Investors Shift To Sector Laggards, Russell 2000 Surges Over 3.6%: This Week In The Markets
Consumer price index data this week provided encouraging signs that American inflation is moving ever closer to the Federal Reserve's much-discussed 2% target.
本週消費者價格指數數據爲美國通脹率接近聯儲局廣泛討論的2%目標提供了鼓舞人心的跡象。
This fueled speculation about interest rate cuts.
這引發了有關降息的猜測。
The annual inflation rate dropped more than expected to 3% in June 2024, reaching its lowest level since March 2021. Remarkably, the monthly inflation rate showed a contraction of 0.1% for the first time since May 2020.
2024年6月,年通脹率下降幅度超過預期,達到3%,達到2021年3月以來的最低水平。值得注意的是,月通脹率首次自2020年5月以來出現0.1%的收縮。
Investors and economists increased their convictions on the Fed's readiness to cut interest rates in September, pushing market-implied odds of a cut to over 90%.
投資者和經濟學家加強了他們對聯儲局準備在9月份降息的信念,促使市場隱含的降息概率超過90%。
A higher-than-expected producer inflation data report Friday did little to alter these expectations significantly, as the latest consumer sentiment report from the University of Michigan confirmed subdued morale and a decline in inflation expectations.
上週五出人意料的生產者通脹數據報告對這些預期並沒有產生重大影響,因爲密歇根大學的最新消費者情緒報告證實了冷靜的士氣和對通脹預期的下降。
In the markets, sectors previously impacted by high interest rates — and have not yet priced in potential reductions in borrowing costs — outperformed the tech sector, which had already largely anticipated such rate cuts.
在市場上,受高利率影響的行業,這些行業尚未完全定價於潛在的貸款成本降低,表現優於已經大幅預期此類利率削減的科技板塊。
The equal-weight S&P 500, as tracked by the Invesco S&P 500 Equal Weight ETF (NYSE:RSP) outpaced the cap-weighted S&P 500, monitored through the SPDR S&P 500 ETF Trust (NYSE:SPY), while value stocks outperformed their growth counterparts.
景順S&P 500等權重ETF (NYSE: RSP) 跑贏了SPDR S&P 500 ETF Trust (NYSE: SPY) 追蹤的S&P 500指數,而價值股表現優於增長股。
Both the real estate sector — as tracked by the Real Estate Select Sector SPDR Fund (NYSE:XLRE) – and the Russell 2000 small-cap index — as replicated by the iShares Russell 2000 ETF (NYSE:IWM) – achieved their strongest week of the year.
房地產業板塊(由Real Estate Select Sector SPDR Fund (NYSE: XLRE)追蹤)和羅素2000小市值股指數(由iShares Russell 2000 ETF (NYSE: IWM) 複製)均取得了本年度最強勁的一週。
Chart Of The Week: Russell 2000 Enjoyed Strongest Week Since October 2023
本週一圖:羅素2000指數自2023年10月以來取得最強勁的一週。
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Rare Market Dynamic: On Thursday, the Russell 2000 surged 3.63% while the Russell 1000 large-cap index fell 0.66% — the fifth time in history that the performance difference between the two indexes exceeded 4%. It has previously occurred during major market downturns. This time it came near an all-time high for the S&P 500.
罕見的市場動態:在週四,羅素2000上漲3.63%,而羅素1000大盤指數下跌了0.66%——這是歷史上第五次兩個指數之間的表現差異超過4%。它曾經出現在主要市場下跌期間。這一次它接近S&P 500的歷史最高點。
Weight-Loss Pill: Pfizer Inc. (NYSE:PFE) announced advancements in its once-daily weight-loss pill, danuglipron, showing a favorable pharmacokinetic and safety profile. The pharma giant plans to conduct dose optimization studies in late 2024.
減肥藥:輝瑞公司 (NYSE: PFE) 宣佈其一日一次的減肥藥丹糊利龍有了進展,顯示了良好的藥代動力學和安全性。這家制藥巨頭計劃在2024年底進行劑量優化研究。
Tech Stock Poll: Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NYSE:MSFT), Meta Platforms Inc. (NASDAQ:META) and Alphabet Inc. (NASDAQ:GOOGL) all hit 52-week highs. A Benzinga poll reveals investor preferences:
科技股票投票:蘋果 (NASDAQ: AAPL)、微軟 (NYSE: MSFT)、Meta平台公司 (NASDAQ: META) 和Alphabet公司 (NASDAQ: GOOGL) 都達到了52周高點。Benzinga的一項民意調查揭示了投資者的偏好:
- Microsoft led with 32%
- Apple at 29%
- Google at 23%,
- Meta at 16%.
- 微軟以32%領先
- 蘋果的佔比爲29%
- 谷歌佔23%,
- Meta的佔比爲16%。
Investors cited artificial intelligence growth potential and valuations as key factors influencing their choices.
投資者指出,人工智能增長潛力和估值是影響他們選擇的關鍵因素。
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