美股观察｜美股小幅上涨，关注本周FOMC会议

Group 1: US Macroeconomic Data - The US PCE price index for September remained high, with a year-on-year increase of 2.8%, matching expectations and up from the previous value of 2.7% [1] - The month-on-month PCE price index for September rose by 0.3%, consistent with expectations and the previous value [1] - The core PCE price index for September increased by 2.8% year-on-year, in line with expectations but lower than the previous value of 2.9% [1] - The month-on-month core PCE price index for September rose by 0.2%, matching expectations and the previous value [1] - Personal consumption expenditures in September increased by 0.3% month-on-month, in line with expectations but lower than the previous value of 0.5% [1] - Actual personal consumption expenditures for September showed no growth, falling short of the expected increase of 0.1% and the previous value of 0.2% [1] - The ISM manufacturing index for November recorded 48.2, below expectations of 49 and the previous value of 48.7, indicating continued contraction in manufacturing [1] - The ISM services index for November recorded 52.6, exceeding expectations of 52 and the previous value of 52.4, indicating accelerated expansion in services [1] - The ADP employment report for November showed a decrease of 32,000 jobs, significantly below the expected decrease of 10,000 and the previous decrease of 42,000 [1] - Consumer confidence improved significantly in December, with inflation expectations declining [1] Group 2: Consumer Confidence and Inflation Expectations - The preliminary consumer confidence index from the University of Michigan for December recorded 52.3, better than the expected value of 52 and the previous value of 51 [2] - The one-year inflation expectation from the University of Michigan for December was 4.1%, lower than both the expected and previous values of 4.5% [2] - The five-year inflation expectation from the University of Michigan for December was 3.2%, lower than both the expected and previous values of 3.4% [2] Group 3: Major Index Performance - The S&P Oil & Gas Index rose by 1.97% during the week of December 1-5, while the Nasdaq 100 Index increased by 1.01% and the S&P 500 Index rose by 0.31% [3] - Among the 11 sectors covered by the S&P 500, 6 sectors experienced gains, with the S&P 500 Energy sector leading with a 1.40% increase, while the S&P 500 Utilities sector lagged with a 4.52% decline [3] Group 4: Market Outlook - US stocks experienced slight gains during the week of December 1-5, driven by disappointing employment data and stable interest rate cut expectations [5] - The market is closely monitoring the upcoming FOMC meeting for voting and dot plot information [6]