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
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.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.
最近的經濟數據緩解了8月初升起的經濟衰退擔憂，降低了聯邦儲備委員會大規模減息的可能性，提振了投資人對風險資產的信懇智能。
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.
截至週五中午交易，標普500指數和納斯達克100指數自2023年10月下旬以來經歷了迄今最強的一週，受到本週鼓舞人心的經濟數據的推動。
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.
通脹繼續放緩。7月份，消費者價格指數通脹率同比增長2.9%——自2021年3月以來最慢的速度，低於上個月的漲幅及預期的3%。核心通脹率（不包括食品和能源價格）從3.3%降至3.2%，與分析師預期一致。
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.
首次申請失業救濟人數連續第二週上升，表明7月份失業率上升可能只是暫時波動，而不是更廣泛的勞動力市場趨冷的跡象。此外，7月份零售銷售大幅增長1%，創下2023年1月以來的最強增長，顯著超出預期。消費者信心指數在8月份也超出預期，進一步增強了經濟前景。
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.
你可能錯過了……星巴克對Chipotle。Chipotle Mexican Grill，Inc. (NYSE：CMG) 在首席執行官Brian Niccol離開Chipotle經任Starbucks Corp. (NYSE：SBUX) CEO之後市值下跌了70億美元，而Starbucks市值增加了150億美元。兩種截然不同的市場反應突顯了投資者對影響公司命運的領導層變更的信心。
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你可能錯過了……
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70億美元，而Starbucks Corp.（NYSE：SBUX）市值增加150億美元，這是首席執行官Brian Niccol從Chipotle到星巴克的舉動帶來的反差市場反應，突顯了投資者對影響公司命運的領導層變更的信心。
Harris Leads Polls
賀錦麗領先調查。艾默生學院的一項新調查顯示，副總統賀錦麗在2024年的選舉中領先唐納德·特朗普4個百分點，獲得年輕人、老年人和獨立選民的強勁支持。賀錦麗的支持率佔51%，特朗普的支持率佔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%.
沃爾瑪營業收入增長4.8%，由電子商務和廣告增長推動。公司提高了年度預測，反映了美國和國際市場的強勁表現。
Walmart Earnings Boost
「大空頭」投資者邁克爾·伯裏（Michael Burry）大幅增加了他在中國公司的持股，阿里巴巴集團控股有限公司（NYSE：BABA）是他的頭號持股。他的對沖基金Scion Asset Management還在京東（NASDAQ：JD）和百度公司（NYSE：BIDU）擁有重要職位，標誌着他對中國科技市場潛力的強烈押注。
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，紐交所和納斯達克100指數自2023年10月下旬以來經歷了迄今最強的一週，受到本週鼓舞人心的經濟數據的推動。
Burry's China Bet
巴里對中國的賭注
"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.
「大空頭」投資者邁克爾·伯裏（Michael Burry）大幅增加了他在中國公司的持股，阿里巴巴（臨時代碼）是他的頭號持股。他的對沖基金Scion Asset Management還在京東（NASDAQ：JD）和百度（臨時代碼）擁有重要職位，標誌着他對中國科技市場潛力的強烈押注。
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Photo: Shutterstock
Photo: shutterstock
