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Stocks Rebound After Selloff As October Hiring Slump Fuels Interest Rate Cut Bets: 10 ETFs To Watch Friday

Stocks Rebound After Selloff As October Hiring Slump Fuels Interest Rate Cut Bets: 10 ETFs To Watch Friday

股票在拋售後反彈,因十月招工下滑推動減息賭注:值得關注的10只etf週五
Benzinga ·  11/01 22:17

A hiring freeze in October lifted market expectations for a Federal Reserve interest rate cuts, providing relief to U.S. stocks after Thursday's decline.

10月的招聘凍結提振了市場對聯儲局減息的預期,在週四股市下跌後爲美國股市帶來了一些緩解。

The U.S. economy added only 12,000 jobs in October, 211,000 fewer than in September. This marked the lowest monthly pace since December 2020 and sharply missed estimates of 113,000.

美國經濟在10月僅增加了12,000個工作崗位,比9月少了211,000個。這標誌着自2020年12月以來最低的單月增速,明顯低於11,000個的預期。

Market pricing now reflects a full probability of a 25-basis-point rate cut at next week's Federal Reserve meeting, with the likelihood of another cut in December surging to 85%, according to the CME FedWatch tool.

市場定價現在反映出下週聯儲局會議上一次25個點子減息的完全可能性,並且根據CME FedWatch工具,12月再次減息的可能性激增至85%。

Hurricanes, Strikes Knock October Employment Down

颶風和罷工導致10月就業下降

Beyond the dismal October employment figures, which suggest a recession-like scenario, factors such as hurricanes and strikes have significantly disrupted hiring across the nation.

除了令人沮喪的10月就業數據表明了衰退情景之外,颶風和罷工等因素顯着干擾了全國範圍內的招聘。

Hurricane Helene hit Florida's Gulf Coast on Sept. 26, followed by Hurricane Milton on Oct. 9, prompting widespread evacuations and disrupting multiple economic sectors.

颶風海倫於9月26日襲擊了佛羅里達州的墨西哥灣海岸,其後是颶風米爾頓於10月9日,導致了廣泛疏散並干擾了多個經濟部門。

"It is likely that payroll employment estimates in some industries were affected by the hurricanes; however, it is not possible to quantify the net effect on the over-the-month change in national employment, hours, or earnings estimates," the Bureau of Labor Statistics (BLS) stated in its report.

美國勞工統計局(BLS)在其報告中表示:「很可能某些行業的工資就業估計受到了颶風的影響;然而,無法量化對國家就業、工時或收入估計每月變動的淨影響。」

Additionally, layoffs surged in manufacturing, rising to 46,000 — the highest since 2009, excluding the pandemic months of March and April 2020. "Manufacturing employment decreased by 46,000 in October, reflecting a decline of 44,000 in transportation equipment manufacturing largely due to strike activity," the BLS added.

此外,製造業的裁員激增,上升至46,000人—自2009年以來排除2020年3月和4月的疫情月份以來的最高水平。「製造業就業在10月減少了46,000人,主要是由於罷工活動,運輸設備製造業的就業減少了44,000人,」BLS補充道。

Despite stagnant job growth in October, the unemployment rate held steady at 4.1%, indicating that businesses remain committed to retaining their workforce.

儘管十月就業增長停滯,失業率仍穩定在4.1%,表明企業仍致力於保留他們的勞動力。

Equity ETFs Rise On Rising Rate-Cut Bets

股本etf因升息降幅預期上升。

  • The SPDR S&P 500 ETF Trust (NYSE:SPY), tracking the S&P 500 index, rebounded 0.7% after Thursday's 1.9% slump.
  • The tech-heavy Invesco QQQ Trust (NASDAQ:QQQ), replicating the Nasdaq 100, was 0.6% higher.
  • Small caps outperformed, with the iShares Russell 2000 ETF (NYSE:IWM) soaring 1.2%.
  • The Roundhill Magnificent Seven ETF (NASDAQ:MAGS) rose 1.4%. On Thursday, it tumbled 3.9%, marking the sharpest 1-day drop since late July.
  • Sector-wise, the Consumer Discretionary Select Sector SPDR Fund (NYSE:XLY) led gains, up over 2%, fueled by a 6% post-earnings rally from Amazon.com Inc. (NASDAQ:AMZN).
  • The Direxion Daily AMZN Bull 2X Shares (NASDAQ:AMZU) skyrocketed by 13%.
  • Rising expectations for Fed rate cuts fueled gains in real estate industries, with the iShares U.S. Home Construction ETF (NYSE:ITB) rising 1.8%.
  • Semiconductors rebounded after tumbling by 3.9% on Thursday. The iShares Semiconductor ETF (NASDAQ:SOXX) rose 1.6%. Intel Corp. (NASDAQ:INTC) was among the best performers following better-than-expected results.
  • The SPDR Gold Trust (NYSE:GLD) – the biggest physically-backed gold ETF – also rose 0.5%, rebounding after Thursday's 1.6% decline.
  • The United States Oil Fund (NYSE:USO), which tracks West Texas Intermediate (WTI) crude performance, gained 1% amid rising geopolitical tensions in the Middle East following Iran's retaliatory attack on Israel.
  • 在週四1.9%暴跌後,跟蹤標普500指數的國家交易所splice 500 etf信託(紐交所: spy)反彈了0.7%。
  • 以納斯達克100指數爲基礎的科技重型納指100etf-invesco qqq trust(納斯達克: qqq)上漲了0.6%。
  • 小市值股表現突出,紐交所: iwm羅素2000指數etf(紐交所: iwm)飆升了1.2%。
  • Roundhill壯麗七巨頭etf(納斯達克: mags)上漲了1.4%。週四下跌了3.9%,標誌着自七月下旬以來最陡峭的一日跌幅。
  • 在板塊上,非必需消費類etf-spdr(紐交所: xly)領漲,漲幅超過2%,得益於亞馬遜公司(nasdaq: amzn)盈利後股價飆升了6%。
  • Direxion每日AMZN多頭2倍股(nasdaq: amzu)暴漲了13%。
  • 隨着聯儲局加息預期升溫,房地產業取得了良好的收益,iShares美國房屋建築etf(紐交所:ITB)上漲了1.8%。
  • 半導體週四下跌3.9%後出現反彈。 iShares半導體etf(納斯達克:SOXX)上漲了1.6%。 英特爾公司(納斯達克:INTC)是表現最好的之一,業績好於預期。
  • SPDR金etf信託(紐交所:GLD)-最大的實物黃金etf-也上漲了0.5%,在週四下跌1.6%後反彈。
  • 美國石油基金(紐交所:USO),追蹤西德克薩斯中質油(WTI)的表現,在伊朗對以色列的報復性襲擊後,中東地區地緣政治緊張局勢升級,上漲了1%。
  • Biggest Gold ETF Posts Highest Monthly Inflows In 2.5 Years As Investors Rush To Safe Haven Ahead Of Presidential Election
  • 最大的黃金etf在總統大選前宣佈最高月度流入資金,吸引投資者湧向避險資產。

Photo: Shutterstock

Photo: shutterstock

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