Core Viewpoint - The article discusses the optimistic outlook of U.S. Treasury Secretary Scott Bensent regarding inflation and the pressure on the Federal Reserve to lower interest rates, alongside the confirmation of tariff deadlines by Commerce Secretary Howard Lutnick [2][5][7]. Economic Indicators - On July 21, U.S. stock indices rose, with the Dow Jones up 0.49% to 44,561.55, the S&P 500 up 0.60% to 6,334.38, and the Nasdaq up 0.75% to 21,052.57, marking a significant milestone by surpassing 21,000 points [2][3]. Federal Reserve Scrutiny - Bensent suggested a review of the Federal Reserve's performance, questioning whether it has fulfilled its responsibilities effectively, especially in light of recent criticisms and rumors regarding potential leadership changes [5][6]. Tariff Deadlines - Lutnick announced that August 1 is the final deadline for countries to start paying tariffs, emphasizing that negotiations can continue post-deadline, but new tariff rates will take effect [7][8]. Corporate Earnings Outlook - Major U.S. companies are set to report earnings, with analysts expressing optimism despite warnings about low investor patience for underperforming results. The expected earnings growth for S&P 500 companies in Q2 has been adjusted from slightly below 5% to 5.6% [10][11]. Market Reactions - Following the announcements from Bensent and Lutnick, the market showed positive reactions, but analysts caution that any earnings reports falling short of expectations could lead to significant volatility and investor backlash [11].
深夜,大涨!纳指,史上首次!
证券时报·2025-07-21 15:47