Economic Indicators - U.S CPI month-over-month增长 0.4%, 符合预期 0.3% [1] - U.S CPI Core month-over-month增长 0.3%, 符合预期 0.3% [1] - U.S CPI year-over-year增长 2.9%, 符合预期 2.9% [1] - U.S CPI Core year-over-year增长 3.1%, 符合预期 3.1% [1] Labor Market - U.S jobless claims 上升至 263,000, 高于预期 235,000 [1] Market Impact - $SPY (标普500指数ETF) 受以上数据影响 [1]

Economic Data Impact - Stock futures experienced tempered gains following the release of economic data indicating a rise in jobless claims and inflation that aligned with market expectations [1][2] - The consumer price index (CPI) increased by 2.9% year over year in August, which was consistent with forecasts and represents the last significant inflation report before the upcoming Federal Open Market Committee meeting [2]

Trade Balance & GDP Growth - The trade deficit widened to $783 billion from $602 billion [1] - Imports increased by 59%, while exports increased by 03% [1] - Increased imports may negatively impact GDP growth outlook for the third quarter [2] - The increase in imports may be due to companies stocking up before tariffs were reimposed in August [2] - August trade numbers may differ if the import surge reverses [3] Labor Market - Jobless claims are now at 37000, slightly higher than the anticipated 23000 [1] - Continuing claims are at 194 million, down from 10000944 [1] - ADP reported only 54000 jobs created [2]

💥BREAKING:🇺🇸 United States Initial Jobless ClaimsActual: 237KExpected: 230KPrevious: 229KBULLISH FOR CRYPTO! https://t.co/QUDXMuEmUE ...

Economic Overview - Q2 GDP improved to +3.3%, marking the best growth in nearly two years, with a 30 basis points increase from the initial print and 20 basis points above expectations [2] - Consumption rose to +1.6%, the best quarter since Q4 of the previous year [2] - The Pricing Index remained unchanged at +2.0%, down from +3.8% in Q1, indicating cooling inflation [3] - Core Pricing reached +2.5%, 100 basis points lower quarter over quarter [3] - Inventories decreased to -3.3% in Q2 from +2.6% in Q1, while Net Trade improved to +5% this quarter from -4.6% last quarter [3] Job Market Insights - Initial Jobless Claims were reported at 229K, slightly below the expected 230K, marking the eighth downward shift since June [4] - Continuing Claims stood at 1.954 million, down from the revised 1.961 million, remaining above 1.94 million for 12 consecutive weeks [5] Earnings Reports - Dollar General (DG) reported earnings of $1.86 per share, exceeding estimates by +19.23%, with revenues of $10.73 billion, a +0.47% beat, and raised guidance [6] - Best Buy (BBY) posted earnings of $1.28 per share, surpassing expectations by +4.9%, with comparable sales turning positive at +1.5% [7] - Dick's Sporting Goods (DKS) reported earnings of $4.38 per share, exceeding estimates by +2.1%, and raised future guidance despite a recent acquisition miss [8] - Burlington Stores (BURL) saw earnings of $1.59 per share, beating consensus by +25%, with revenues of $2.71 billion, a +2.5% beat [10] Market Expectations - Pending Home Sales for July are expected to bounce back to +0.3% from -0.8% the previous month, following a year-over-year decline of -2.8% in June [11] - Major companies such as Marvell Technologies, Dell Technologies, and Ulta Beauty are set to report Q2 earnings later in the day [12]

We're waiting for the jobless claims numbers to drop. So I'll tell you, the GDP in the first revision rises to 3.3% from the prior forecast of prior number of 3%. Now, here are claims 229, significantly lower than last week's 234 and below the 230.That was forecast, although that's pretty close. 1,954,000 continuing claims up from or down a little bit actually from 1,000,961. The previous number was 1,000,972.So a little bit of a pullback there in the number of people who hadn't gotten jobs. So jobless clai ...

🚨BREAKING🚨🇺🇸 U.S. WEEKLY JOBLESS CLAIMS:ACTUAL: 229,000ESTIMATED: 231,000 ...

🚨BREAKING🚨🇺🇸 U.S. WEEKLY JOBLESS CLAIMS:ACTUAL: 229,000ESTIMATED: 231,000 ...

💥BREAKING:🇺🇸 United States Initial Jobless Claims $USD- Actual: 229K- Expected: 231K- Previous: 234K https://t.co/DpsV2E5KAe ...

Economic Indicators - Initial Jobless Claims rose to 235K, exceeding expectations by 10K and increasing by 11K from the previous week, marking the highest level since June [2] - Continuing Claims approached 2 million, reported at 1.972 million, the highest since November 2021 [2] - The Philly Fed Manufacturing survey showed a negative reading of -0.3, significantly lower than the expected 7.0 and the previous month's 15.9, indicating a decline in manufacturing output [3] - New Orders fell to -1.9, a decrease of 20 points month over month, while Shipments remained positive at 4.5 [3] Company Earnings - Walmart reported Q2 earnings of 68 cents per share, slightly below the Zacks consensus by 5 cents and only a penny above the previous year's earnings, with revenues of $177.4 billion, surpassing estimates by 1% [4] - Walmart revised its revenue guidance higher for the full fiscal year despite the mixed results [4] Market Expectations - Flash S&P Services and Manufacturing PMI for August are anticipated to cool down, with Services expected at 55.0 and Manufacturing at 49.5 [5] - Existing Home Sales for July are projected to decrease to 3.91 million annualized units from 3.93 million the prior month [6] - U.S. Leading Economic Indicators (LEI) are expected to improve to -0.1% for July from -0.3% in June [6] Upcoming Earnings Reports - Earnings season continues with companies like Zoom Communications, Workday, Ross Stores, and Intuit expected to report quarterly earnings, with Intuit projected to achieve a year-over-year earnings growth of 33% [7]