Market Overview - On Monday, US stock indices opened lower but closed with slight gains, with the Dow Jones up 0.32%, Nasdaq up 0.02%, and S&P 500 up 0.09% [1] - The pharmaceutical and precious metals sectors saw significant gains, with Novavax rising over 15%, UnitedHealth up over 8%, and Moderna up over 6% [1] - In contrast, the solar, automotive, and oil & gas sectors experienced declines, with First Solar down over 7% and Murphy Oil down over 2% [1] - Most popular Chinese stocks fell, with the Nasdaq Golden Dragon China Index down 0.17% [1] Credit Rating Downgrade - Moody's announced a downgrade of the US sovereign credit rating from Aaa to Aa1 due to increased government debt and interest payment ratios [1] - This downgrade marks the first trading day following the announcement, and the US has now lost its highest credit rating from all three major international credit rating agencies [1] - White House National Economic Council Director Kevin Hassett described the downgrade as "lagging" and reaffirmed the safety of US Treasury bonds [1] Federal Reserve's Stance - Several Federal Reserve officials indicated that the economic outlook remains uncertain, suggesting that the Fed may not be ready to lower interest rates before September [2] - Fed Vice Chair Jefferson emphasized the need to monitor the impact of policy changes from the Trump administration on inflation [2] - New York Fed President Williams stated that it may take several months to gain clarity on the economic outlook, indicating a cautious approach to policy adjustments [2][3] Economic Uncertainty - Williams noted that while inflation has decreased and the economy is nearing full employment, attention is still required on default rates and consumer spending trends [3] - Atlanta Fed President Bostic echoed similar sentiments, suggesting a wait-and-see approach for 3 to 6 months to better understand economic conditions [3] - The Fed is currently balancing upward inflation pressures with recession risks, leaning towards only one rate cut this year [3]
关键时刻，密集发声，特朗普期望再度落空
凤凰网财经·2025-05-20 00:53