*UMICH PRELIM. SEPT. CONSUMER SENTIMENT FALLS TO 47.8; EST. 51
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*乌米奇一年期通胀预期从 4.0% 升至 4.6%
*UMICH 1-YR INFLATION EXPECTATIONS RISE TO 4.6% FROM 4.0%
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哈塞特表示,通货膨胀“明显减速”白宫经济顾问凯文·哈塞特( Kevin Hassett )表示,过去三个月通货膨胀明显放缓,同时强调应尊重美联储的独立性。哈塞特补充说,如果
HASSETT SAYS INFLATION IS “CLEARLY DECELERATING” White House economic adviser Kevin Hassett says inflation has clearly slowed over the past three months, while stressing that the Fed’s independence should be respected. Hassett added that Trump will likely have an opinion if the
S&P 500’S 8,000 MILESTONE REMAINS ELUSIVE The S&P 500 is still 5.4% away from 8,000, as rising bond yields, sticky inflation and a hawkish Fed outlook stall the rally. CFRA still targets 8,050 by year-end, but warns a 5%-10% correction would not be unusual. Despite the macro
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期权市场态势感知活跃:CNBC 援引消息来源
SITUATIONAL AWARENESS ACTIVE IN OPTIONS MARKET: CNBC CITING SOURCES
IRAN CONFIRMS REGIONAL TALKS ON HORMUZ SHIPPING Iran’s Foreign Ministry confirmed a regional meeting will be held in Oman on Monday, involving Iran, Iraq and other Gulf states to discuss security and commercial shipping through the Strait of Hormuz. Tehran says the meeting will
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IRAN PLANS REGIONAL MEETING WITH IRAQ AND OTHER REGIONAL COUNTRIES IN OMAN TO DISCUSS SAFE COMMERCIAL SHIPPING ROUTES IN STRAIT OF HORMUZ ON MONDAY - FOREIGN MINISTRY SPOKESPERSON
US DATA: RECORD CELL PHONE PRICE JUMP BOOSTS CORE CPI August inflation data carried a hawkish signal as wireless phone service prices surged 5.9% — the largest increase on record. The jump alone added around 0.08 percentage points to core CPI and will also feed into core PCE.
US CORE INFLATION UPSIDE DRIVEN BY SUPERCORE The latest inflation details show the upside surprise was driven by supercore services, while core goods were softer than expected. Lodging was a notable upside outlier, while housing came in softer. Medical services and airfares
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PUTIN: WEST IS RESORTING TO DIRECT DESTRUCTION OF FACILITIES AND PIPELINES IN AN EFFORT TO MAINTAIN ITS ECONOMIC LEADERSHIP
🚨 US CPI: Inflation Comes In Hotter Than Expected August US inflation data delivered a firmer-than-expected headline reading, adding another complication to the Federal Reserve outlook. Headline CPI rose 0.396% M/M on an unrounded basis, effectively 0.4%, compared with
🚨 US INFLATION ACCELERATES — FED HIKE RISK RISES US inflation picked up in August, strengthening the case for another Fed rate hike next week. Headline CPI rose 0.4% M/M and 3.4% Y/Y, while core CPI increased 0.3% M/M. Gasoline was a key driver, with oil back above $100/barrel
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交易员现在预计下周美联储加息的可能性约为 90%,而通胀报告发布前的可能性约为 70%
TRADERS NOW SEE ABOUT A 90% CHANCE OF A FED RATE HIKE NEXT WEEK, VS ABOUT 70% BEFORE THE INFLATION REPORT
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*美国 8 月消费者价格同比上涨 3.4%;美国东部时间。 +3.4%
*US AUG. CONSUMER PRICES RISE 3.4% Y/Y; EST. +3.4%
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*美国 8 月核心 CPI 同比上涨 2.4%;美国东部时间。 +2.4%
*US AUG. CORE CPI RISES 2.4% Y/Y; EST. +2.4%
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*美国 8 月核心 CPI 环比上涨 0.3%;美国东部时间。 +0.2%
*US AUG. CORE CPI RISES 0.3% M/M; EST. +0.2%
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*美国 8 月消费者价格环比上涨 0.4%;美国东部时间。 +0.4%
*US AUG. CONSUMER PRICES RISE 0.4% M/M; EST. +0.4%
CPI SET TO DECIDE NEXT WEEK’S FED HIKE Markets currently price a 61% chance of a 25-bp Fed hike on September 16, versus 39% for a hold, according to Kalshi. With consensus expecting 0.2% core and 0.4% headline CPI M/M, Friday’s inflation print could sharply swing those odds.
OIL SET FOR 8% WEEKLY SURGE AS SUPPLY RISKS MOUNT Oil remains on track for an 8%+ weekly gain as Middle East attacks threaten key supply routes, despite Brent retreating to around $104 and WTI below $100 Friday. Reuters reports Saudi crude supply fell to a 30-year low of 6
HOUTHIS TEASE “LARGE-SCALE” MILITARY OPERATION The Houthis are expected to announce what they describe as a “large-scale and significant military operation” at 4 PM local time / 2 PM London. Details of the operation have not yet been disclosed, putting markets on alert for
IRAN ACCUSES IAEA OF HELPING JUSTIFY MILITARY ACTION Iran’s Foreign Ministry accused the IAEA and its Director General of politicizing technical nuclear assessments, claiming they have been used to build the case for military aggression against Iran. Spokesperson Ismail Baghaei
FED’S WARSH FACES INDEPENDENCE TEST Fed Chair Kevin Warsh faces a credibility test as markets weigh whether he will hike rates despite President Trump’s push for lower borrowing costs. Macquarie says Warsh could position himself as a “reluctant hawk”, but intensifying White
RUSSIA, INDIA EXPLORE DIGITAL CURRENCY TRADE SETTLEMENTS Russia and India’s central banks are working on a mechanism to use digital currencies for bilateral trade payments, according to Sberbank CEO Herman Gref. The initiative could enable faster cross-border settlements and
AI USED TO SUPPORT MISSILE DEVELOPMENT IN YEMEN Anthropic says it uncovered a northern Yemen-based group using Claude to assist with missile and rocket development, including guidance and navigation software. The group reportedly worked on a ballistic missile with a claimed
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卫星图像显示周四沙特阿拉伯东西石油管道附近冒出烟雾
SATELLITE IMAGERY SHOWS SMOKE ON THURSDAY IN VICINITY OF SAUDI ARABIA'S EAST WEST OIL PIPELINE
U.S., MEXICO RACE FOR TRADE DEAL BEFORE MIDTERMS The U.S. and Mexico are pushing for an interim bilateral trade deal before the November elections, Reuters reports, after negotiations with Canada collapsed. Mexico is seeking relief from 50% steel tariffs and 25% auto tariffs,
【华尔街见闻】Meta在欧洲非交易路演中会见信贷投资者 Meta Platforms Inc.已至少一周在欧洲与债券投资者进行沟通,作为其为人工智能(AI)热潮融资的非交易路演的一部分。在非交易路演期间,公司与投资者会面讨论其信用状况,并更新最新业绩、战略和前景信息,同时也为投资分析师提供与管理层会面的机会。Meta未透露任何潜在债券发行何时会进入市场,且此前从未在美元市场之外进行过债务融资。 亚马逊、谷歌母公司Alphabet等公司也在利用不同的全球债务市场,其中亚马逊近日首次亮相英国英镑债券市场,筹集了42.5亿英镑。(彭博)