【美股周评】九月美联储决定将至，三大股指续创新高

Group 1 - The S&P 500 and Nasdaq indices reached new highs, with the S&P recording its best weekly performance since early August and marking its fifth week of gains in six weeks [1] - The 10-year U.S. Treasury yield fell below 4% for the first time since April, while the 2-year yield ended a four-week decline [1] - Gold prices rose for the fourth consecutive week, reaching a record high of approximately $3674 per ounce, marking a nearly 40% increase this year [1] Group 2 - The U.S. CPI data for August slightly exceeded expectations, with a monthly rate of 0.4%, the highest since January, and an annual rate of 2.9%, up from 2.7% [2] - Prices of several tariff-sensitive goods, including clothing and new cars, have significantly increased, indicating the ongoing impact of Trump's tariff policies on the U.S. economy [2] - Initial jobless claims rose to nearly a four-year high, with 263,000 claims, far exceeding market expectations, and a significant downward revision of 911,000 in projected non-farm jobs for 2024-2025 [2] Group 3 - Market expectations suggest that the Federal Reserve is likely to lower rates by 25 basis points in its remaining meetings, with minimal market volatility anticipated from such a move [3] - Attention will focus on the Federal Reserve's upcoming monetary policy meeting, which could set the tone for market performance for the remainder of the year [4]