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纳指新高,市场静待美联储决议与就业数据
Wind万得·2025-07-28 22:36

Core Viewpoint - Despite the successful trade agreement between the US and EU, US stock investors remained cautious, leading to mixed performance in major indices as they await key economic data and events this week [1][5]. Group 1: Market Performance - The S&P 500 index closed at 6,389.77 points, up 0.02%, while the Dow Jones Industrial Average fell by 64.36 points, or 0.14%, to 44,837.56 points [1][2]. - The Nasdaq Composite index showed relative strength, rising 0.33% to 21,178.58 points, also reaching a new high [1][2]. Group 2: Upcoming Economic Data and Events - Investors are focusing on a series of significant data releases this week, including the Federal Reserve's interest rate decision, the July non-farm payroll report, and earnings reports from over 150 S&P 500 companies [3][4]. - The week is considered the busiest of the 2025 earnings season, with major tech companies like Meta, Microsoft, Amazon, and Apple set to release their earnings [3][10]. Group 3: Federal Reserve Meeting - The Federal Reserve is holding a two-day monetary policy meeting, with expectations that the federal funds rate will remain unchanged at 4.25%-4.5% [4][11]. - Market participants are particularly interested in the statements from the meeting and whether Chairman Powell will signal a dovish stance for potential rate cuts in September [4][12]. Group 4: Trade Policy Developments - President Trump announced a trade agreement with the EU, setting import tariffs on most EU goods at 15%, significantly lower than the previously threatened 30% [5][6]. - The market's reaction to this agreement has been muted, as the details of implementation remain unclear [5]. Group 5: Labor Market Data - The July non-farm payroll report is anticipated to show an increase of 102,000 jobs, down from 147,000 in June, with changes in the unemployment rate also being closely monitored [4][7]. - Other labor market data, including job openings and ADP private employment data, will also be released this week [4][8].