Economic Indicators - The upcoming release of the August PCE price index is highly anticipated as it is considered the "Fed's favorite inflation indicator" and will provide insights into future monetary policy directions [6][7] - Powell has indicated that the expected year-on-year PCE inflation rate for August is 2.7%, with core PCE expected to rise to 2.9%, reflecting persistent inflation pressures, particularly from service costs [6][7] - The Fed's economic forecast has been adjusted to reflect higher PCE inflation expectations, with inflation projected to return to the 2% target by 2028, indicating short-term inflation pressures are unlikely to dissipate [6][7] Key Financial Events - The Alibaba 2025 Cloud Summit will take place from September 24 to 26, focusing on AI, cloud computing, and industry applications, with over 2,000 guests expected [10] - Micron Technology is set to release its Q4 fiscal year 2025 earnings report on September 24, with optimistic market sentiment following a significant price increase announcement for storage products [20] - Costco will announce its Q4 fiscal year 2025 earnings on September 26, with attention on how it balances sales against rising tariff costs [21] Company Developments - Xiaomi is launching its 17 series smartphones, skipping the 16 series, as part of its strategy to compete directly with Apple's iPhone [15][16] - The Ideal i6, a new five-seat electric SUV, will be officially launched on September 26, featuring a design similar to the i8 [18] - The IPO of Moore Threads is scheduled for review on September 26, potentially marking it as the first domestic GPU company to complete an IPO [17] Monetary Policy and Economic Outlook - The Federal Reserve's officials, including Powell, will be making several public speeches this week, providing insights into economic conditions and monetary policy [12][13] - The upcoming release of the September Markit Manufacturing PMI is expected to influence market perceptions of inflation resilience and Fed policy [8]
下周重磅日程：“美联储最爱”的通胀指标，“金融三巨头”发布会，阿里云栖大会
Sou Hu Cai Jing·2025-09-21 06:05