深夜，美联储释放重磅信号

Market Overview - The S&P 500 index decreased by 0.2% this week, while the Nasdaq index increased by 0.2%, and the Dow Jones index remained relatively unchanged [2] - The Dow Jones closed up 35.16 points, or 0.08%, at 42,206.82 points, while the Nasdaq fell by 0.51% to 19,447.41 points, and the S&P 500 dropped by 0.22% to 5,967.84 points [1] Federal Reserve and Economic Indicators - Federal Reserve Governor Waller indicated that the Fed might ease monetary policy as early as July, as tariffs are unlikely to significantly increase inflation [4] - The 10-year Treasury yield fell by 1.4 basis points to 4.38%, and the 2-year yield decreased by 3.8 basis points to 3.92% [4] - Morgan Stanley noted that uncertainties regarding growth, unemployment, and inflation remain high, with risks skewed towards downside growth and upside inflation [4] Geopolitical Tensions - The ongoing tensions in the Middle East have raised concerns about broader conflicts, particularly with Iran's threats to respond to Israeli attacks [5] - President Trump stated that it is difficult to ask Israel to stop airstrikes and mentioned a potential timeframe of "up to two weeks" for a decision on striking Iran [4] Sector Performance - The semiconductor sector faced pressure due to negative news regarding chip export exemptions, with Nvidia down 1.1% and TSMC nearly 2% [6] - In individual stock performance, Kroger rose by 9.8% after reporting year-on-year growth in Q1 and raising its revenue guidance for FY2025 [7] - Major tech stocks showed mixed results, with Google down 3.6% due to antitrust investigations, while Apple gained 2.2% [5] Economic Data - The Conference Board's Leading Economic Index for the U.S. fell by 0.1% to 99.0 in May, marking a cumulative decline of 2.7% over the past six months [8] - The Philadelphia Fed's manufacturing index for June reported -4.0, indicating continued contraction, with employment metrics at their lowest since May 2020 [8] Commodity Prices - International oil prices weakened, with WTI crude oil down 0.28% to $74.93 per barrel and Brent crude down 2.23% to $77.01 per barrel [8] - Gold prices also faced downward pressure, with COMEX gold futures for June delivery falling 0.64% to $3,368.10 per ounce [8]