Monetary Policy - Dallas Fed President Lorie Logan will approach additional rate cuts very cautiously [1] - Inflation risks remain more prominent than the threat of higher unemployment [1]

Monetary Policy - The Bank of Canada considered holding interest rates steady in September [1] - The Bank of Canada opted to cut interest rates [1] Economic Factors - Trade uncertainty was a consideration [1] - Stronger consumption was observed [1] - Signs of a weakening economy were present [1] - Tamer core inflation was evident [1]

Market Sentiment - State Street 认为通胀鹰派的观点是错误的 [1] - Franklin Templeton 认为市场对美联储降息次数持乐观态度 [1]

Federal Reserve Bank of Dallas President Lorie Logan said policymakers should be cautious in considering additional interest-rate reductions while inflation remains above target and the labor market relatively balanced https://t.co/ppMwC3G7h5 ...

Economic & Political Landscape - Slow economic growth is a concern [1] - Persistent inflation levels are a challenge [1] - Increasing illegal migration poses a problem [1] - These issues create pressure on Prime Minister Keir Starmer [1]

Let's bring in former Democratic Senator John Tester from Montana and MSNBC political analyst. David Ducker is senior writer at The Dispatch and an MSNBC contributor. Guys, it's good to see you.Look, both sides say they don't want a shutdown. I can say I don't think the American people would like to have a shutdown. Go out on a limb there.Senator, you know these players. Uh you serve next to most of them. What do you think is going on behind the scenes, if anything.And is there someone you think who could b ...

BoE’s Catherine Mann says sticky inflation is materializing but doesn’t rule out more rate cuts https://t.co/ZiaK3dL7oi ...

The European Central Bank President Christine Lagarde said there are no serious threats to the outlook for euro-area inflation but that officials must remain vigilant https://t.co/yZCgtfU9m9 ...

AI发展与影响 - AI正在驱动各行业公司的收入增长，为市场带来进一步的动力[3] - 与90年代不同，目前大部分资本支出由拥有大量现金和盈利的公司部署[3] - AI本身可能不需要依赖倍数扩张，但部分公司可能需要通过举债来融资更多的资本支出[5] 市场与经济 - 市场内部结构比90年代末期更具防御性，大部分股票都在上涨[4] - 普遍认为大约13%的盈利增长过于激进，预计明年将出现高个位数的增长[6][7] - 企业能够适应关税并开始部署AI，这意味着利润率将保持在高位，从而推高明年的股价[7] 利率与通货膨胀 - Evercore预计今年将再降息两次，明年可能再降息两到三次[8] - 通货膨胀率更接近3%，而不是美联储设定的2%目标，因此利率路径应该逐渐调整[9] - 重要的是增长水平或通货膨胀水平的方向，预计通货膨胀将再次下降[10][11]

Federal Reserve Bank of New York President John Williams said inflation risks have receded, while those for employment have moved up https://t.co/7wY6zkG3X7 ...