Oracle(US:ORCL) Sou Hu Cai Jing·2025-09-11 11:02Group 1: Economic Indicators - The Producer Price Index (PPI) unexpectedly declined, reinforcing calls for interest rate cuts, with a month-over-month increase of 0.1% and a year-over-year increase of 2.6%, both below expectations of 0.3% and 3.3% respectively [3] - The Consumer Price Index (CPI) is expected to show a slight month-over-month increase of 0.3% and a year-over-year increase of 2.9%, which may support the notion that inflation is not out of control, providing the Federal Reserve with more room to consider rate cuts [3][4] - Labor market indicators show signs of weakness, with ADP and non-farm payroll data declining, and the JOLTS report indicating a softening labor market [4] Group 2: Market Reactions - The stock market showed mixed reactions, with the Dow Jones index dropping 220 points, while the S&P 500 rose by 20 points, largely driven by Oracle Corporation (ORCL) which surged 36% after reporting strong earnings [4][5] - The S&P 500 index's slight increase was significantly influenced by ORCL, which accounted for a 0.66% rise in the index, despite the overall market showing weakness [6] - Bond markets saw an uptick, with TLT and TLH rising by 0.6% and 0.4% respectively, while the 10-year Treasury yield fell by 5 basis points to 4.03% [7] Group 3: Commodity Prices - Oil prices remained stable at $63.35 per barrel, maintaining support and resistance levels between $62.85 and $64.25 [8] - Gold prices experienced fluctuations, initially rising by $14 to $3640, but then dropping by $25 to $3615, as traders adjusted expectations for Federal Reserve rate cuts [8]