三大股指期货齐跌 美联储会议纪要公布在即 高盛力挺美国经济“软着陆”叙事

Market Movements - US stock index futures are all down, with Dow futures down 0.06%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.10% [1] - European indices show positive movement, with Germany's DAX up 0.25%, UK's FTSE 100 up 0.35%, France's CAC40 up 0.29%, and the Euro Stoxx 50 up 0.46% [2][3] - WTI crude oil is up 0.34%, priced at $58.28 per barrel, while Brent crude is also up 0.34%, priced at $61.70 per barrel [3][4] Economic Insights - Goldman Sachs supports the narrative of a "soft landing" for the US economy, driven by the easing of tariff pressures, tax cuts, and interest rate reductions. They predict strong growth resilience extending into 2026, with economic growth expected to exceed market forecasts [5] - Bank of America CEO Brian Moynihan warns against excessive focus on the Federal Reserve, stating that the US economy is much larger than the Fed and should not be overly influenced by its rate adjustments [6] Debt Market - The ICE BofA MOVE index, which measures expected volatility in the bond market, has dropped significantly to around 59, the lowest since October 2021, and is on track for one of the steepest annual declines since 2009 [7] Oil Market - OPEC+ is expected to reaffirm its decision to pause production increases in the first quarter of next year due to signs of oversupply in the global oil market, with oil prices having dropped 17% this year [8] Company News - Meta has agreed to acquire AI startup Manus, which could enhance its AI infrastructure and product offerings as part of a broader $600 billion investment in AI [9] - Lululemon's founder Chip Wilson has initiated a proxy battle to nominate three independent directors to the board amid dissatisfaction with the company's strategic direction and a significant drop in stock price [10] - MicroStrategy has purchased $108.8 million worth of Bitcoin, increasing its total holdings to 672,497 Bitcoins, valued at approximately $50.4 billion [11] - Tesla has publicly disclosed a more pessimistic forecast for Q4 vehicle deliveries, estimating 422,850 units, a 15% decline year-over-year, compared to a market estimate of 445,061 units [12]