Monetary Policy & Economic Outlook - 美联储主席承认面临稳定物价（2%的通胀目标）和充分就业的双重困境，通胀高于目标，就业市场疲软 [1] - 美联储降息 25 个基点，被视为风险管理措施，旨在刺激就业增长，但可能加剧通胀 [2][3] - 联邦公开市场委员会（FOMC）对未来利率走向存在分歧，部分委员预计年内不再降息，部分预计需要两次降息，年底利率预期约为 36% [4][5] - 就业市场在过去几个月明显疲软，核心通胀率仍接近 3%，高于美联储 2% 的目标 [7] - 经济存在衰退的可能性，可能由无法预见的“黑天鹅”事件引发 [9][10] Chip Manufacturing & AI - 美国必须成为芯片制造商，不能依赖其他国家，新冠疫情暴露了供应链的脆弱性 [14] - 美国政府鼓励国内芯片制造是件好事，芯片对于国家安全至关重要，例如导弹需要 300 多个芯片 [16][17] - 人工智能资本支出巨大，大量资金投入到数据中心建设中，预计未来 3-5 年内数据中心将陆续投入使用 [19] - 人工智能将走向企业级解决方案，各种人工智能程序将协同工作，需要更连贯的数据和数据库支持，这将引领量子革命，预计到本十年末，量子技术将成为重要组成部分 [20][21]

[Music] I'm finance executive editor Brian Sazi and you're taking a look at a live shot of the opening bells on Wall Street on this Thursday morning. Waterbridge infrastructure ringing the bell at the New York Stock Exchange Net Scope getting things popping over the NASDAQ on its IPO day. Uh well friends, Mr.. Market got the pound of flesh he wanted Wednesday in the form of a rate cut from the Jerome Pal Federal Reserve. But Pal clearly stuffed that pound of flesh with an injection of Pepto by signaling the ...

US President Donald Trump and UK Prime Minister Keir Starmer hold a press conference following bilateral meeting. #youtube #stocks #investing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3 ...

Well, stocks do typically perform better in the wake of cuts from the Federal Reserve. My next guest has a playbook for how ETF investors can potentially take advantage of any postcut bump. Marissa Anel, Goldman Sachs Asset Management, head of ETF investment strategies, joining me uh now on set for this week's ETF report brought to you by Invesco QQQ.Marissa, thanks for being here. >> Thanks for having me. >> So, I I guess first of all to set the table, we should talk about what the Fed is going to do today ...

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Markets are in an era of growing dispersion. Is your portfolio ready? In this episode of Stocks in Translation, BlackRock head of model portfolio solutions Michael Gates joins host Jared Blikre and Senior Reporter Allie Canal to look at dispersion in today’s markets. Gates provides insight on how to navigate it amid current market dynamics, focusing on economic growth and investment strategi ...

you see um people who are sort of more at the margins. So, kids coming out of college and and younger people, minorities are are uh uh having a hard time finding jobs. The overall fi job finding rate is very very low.However, the the the layoff rate is also very low. So, you've got a low a low firing, low hiring environment. And the concern is that if you start to see layoffs, the people who are laid off won't there won't be a lot of hiring going on.So that could very quickly flow into uh into higher unempl ...

We'll turn now to Cracker Barrel. Company reporting its fourth quarter results and Yahoo Financ's Brooke Depal joins me here to break it all down. Investors don't look so happy with this one.Brooke, investors not too pleased and that's largely because of the outlook that the company provided. The company did say that they now expect total revenue for the fiscal year between 3.35% billion to 3.45% billion. that they said assumes a comparable sales or rather a comparable store traffic decline of between 4 to ...

Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into.It was a mixed day on Wall Street. Despite investors getting the news they wanted a first Fed Reserve rate cut of the year, at the end of the session, the Dow did end higher. The S&P and the NASDAQ ...

Mortgage rates are at the lowest levels we've seen in a year. Well, the Federal Reserve's benchmark interest rate does not directly affect mortgage rates. They are connected.So, how will a cutting cycle affect the housing market. Lawrence Yu, National Association Realtors chief economist is joining me now. Good to see you, Lawrence.We also have the backdrop of uh housing starts which showed some weakness, the lowest since May last month. So, that reflecting one part of the housing market as well. But as the ...

I think you could think of this in a way as a riskmanagement cut because if you look at the SEP actually the projections for growth this year and next actually ticked up just a little bit and inflation and unemployment didn't really move much. So what what's different now. What's different now is that you see a very different picture of the risks to the labor market.You know, we were looking at 150,000 jobs a month at the time of the last meeting. And now we see the revisions and we see the new numbers. And ...