美联储重磅预告

Market Overview - US stock market showed narrow fluctuations, with the Dow Jones down 34.30 points (0.08%) closing at 44,911.82, Nasdaq up 0.03% at 21,629.77, and S&P 500 down 0.01% at 6,449.15 [2] - Major tech stocks had mixed performances, with Tesla up 1.4%, Nvidia up 0.8%, Amazon up 0.2%, while Apple and Google down 0.3%, and Meta down 2.3% [2] Retail Sector Insights - Investors are closely watching upcoming earnings reports from major retailers like Walmart, Home Depot, and Target to assess the impact of trade uncertainties and inflation on US consumer behavior [3] - Recent data indicates that while retail sales have generally increased, overall consumer confidence has been negatively affected by rising inflation concerns [3] - Analysts suggest that retail earnings this week may reflect worries about tariffs, inflation, and anticipated economic slowdown [3] Bond Market and Federal Reserve - Mid to long-term US Treasury yields have risen, with the 2-year Treasury yield up 1.3 basis points to 3.77% and the 10-year Treasury yield up 1.3 basis points to 4.33% [4] - Investors expect the Federal Reserve to cut rates by 25 basis points next month, although expectations for further cuts this year have decreased [4] - The upcoming Federal Reserve meeting in Jackson Hole is anticipated to provide clarity on economic outlook and policy framework [4] Commodity Market - The solar sector saw gains, with SunRun and First Solar up 11.3% and 9.6% respectively, following new federal tax credit regulations for solar and wind projects [5] - International oil prices increased, with WTI crude up 0.99% at $63.42 per barrel and Brent crude up 1.14% at $66.60 per barrel, amid geopolitical developments [5] - Gold prices showed slight fluctuations, with COMEX gold futures for August delivery down 0.13% at $3,331.70 per ounce [6]