来源：每日经济新闻、央视新闻 编辑：余敏 审定：金官 核发：邹建宾 美联储理事Cook正式拒绝特朗普政府挑起的辞职胁迫。据央视新闻，当地时间8月20日，美国总统特朗 普在其社交平台"真实社交"上发文称，美联储理事丽莎·库克（Lisa Cook）必须立即辞职。 特朗普在帖文中援引了彭博社的一篇报道。该报道指出，美国联邦住房金融局（FHFA）局长呼吁司法 部长帕姆·邦迪对库克在两笔抵押贷款中的问题展开调查。 新闻荐读 美东时间周三（20日），美股三大指数收盘涨跌不一，截至收盘，道指涨0.04%，标普500指数跌 0.24%，纳指跌0.67%。比特币短线跳水，在亚太盘初跌0.3%，逼近11.40万美元。 ...

Group 1 - The U.S. stock market experienced a decline, with the S&P 500 index falling by 1% [1] - The Nasdaq composite index dropped by 1.85% [1] - The Dow Jones Industrial Average saw a smaller decrease of 0.3% [1]

Core Viewpoint - US stock market closed mostly flat on Monday, with major indices taking a breather after a week of gains, as traders await key retail earnings and Federal Reserve Chairman Jerome Powell's annual speech at the Jackson Hole Economic Symposium [1] Group 1 - Dow Jones Industrial Average fell by 0.08% [1] - Nasdaq Composite rose by 0.03% [1] - S&P 500 Index decreased by 0.01% [1]

Group 1 - The U.S. stock index futures are trending lower before the market opens on August 18, with the S&P 500 index futures down by 0.13% [1] - The Nasdaq 100 index futures have decreased by 0.02% [1] - The Dow Jones index futures are down by 0.28% [1]

Market Overview - Recent market trends indicate that large-cap stocks have regained dominance in the U.S. stock market, driven by expectations of a potential 25 basis point rate cut by the Federal Reserve in September, leading to a second consecutive week of gains for major Wall Street indices [1] - Nearly $9 billion flowed back into U.S. stock funds over the past week, reflecting a shift in investor sentiment amid concerns over valuation adjustments [1][6] Economic Indicators - Key economic data released last week focused on inflation and retail sales, with the Consumer Price Index (CPI) meeting expectations while the Producer Price Index (PPI) showed a hotter-than-expected inflation environment, rising 0.9% month-over-month and core inflation increasing to 3.7%, the highest since March [3] - Retail sales grew by 0.5%, but consumer confidence, as measured by the University of Michigan, unexpectedly declined, raising concerns about rising inflation [3] - Initial jobless claims slightly decreased to 224,000, indicating a stable labor market despite signs of stagnation [3] Federal Reserve Outlook - The probability of a 25 basis point rate cut in September reached 99.9% mid-week, stabilizing around 85% as of the latest updates, indicating strong market pricing for this outcome [4] - Uncertainty surrounding inflation is expected to make some Federal Open Market Committee members cautious about rate cuts, especially in light of mixed economic data [5] Stock Performance - The S&P 500 index has seen strong performance, reaching historical highs, with healthcare, communication services, and consumer discretionary sectors leading the gains, particularly following significant investments from notable investors like Warren Buffett [6] - Despite the overall positive market sentiment, concerns about high valuations persist, with 91% of fund managers surveyed by Bank of America believing that current valuations are excessive, the highest level since 2001 [7] - The market's recent performance is attributed largely to large-cap stocks, with 61% of S&P 500 stocks trading above their 50-day moving averages, although only 24% of individual stocks have outperformed the index over the past 60 days, indicating a selective market environment [7]

Core Viewpoint - The recent decline in Bitcoin and Ethereum prices is attributed to negative PPI data, leading to significant liquidations in the market, with Bitcoin dropping from $124,500 to a low of $117,180 and Ethereum from $4,788 to $4,451, currently showing signs of a rebound [1][4][6]. Market Overview - In the last 24 hours, a total of 224,738 traders were liquidated, resulting in a total liquidation amount of $1.031 billion [1][2]. - Bitcoin's price is currently experiencing a rebound, but this is viewed as a temporary correction rather than a new upward trend, with significant resistance at $120,600 and key support levels at $116,188 to $115,188 [6][10]. Bitcoin Analysis - Bitcoin has faced pressure from the 4-hour Bollinger Bands, leading to a sharp decline after a brief rally, with critical support at $112,000 [4]. - The market is currently assessing two potential scenarios based on upcoming economic data, including PPI and unemployment claims, which could influence market direction [7][8]. Ethereum Analysis - Ethereum broke through a significant support level, causing a broader market sell-off, with key support now at around $4,450 [7]. - Two potential scenarios are outlined: a bullish breakout above the mid-line resistance or a continuation of the downward trend testing lower support levels [8][12]. Altcoin Market - Following the declines in Bitcoin and Ethereum, altcoins also experienced corrections, with many major altcoins dropping by 4-6% [11]. - The altcoin market remains heavily influenced by Ethereum, with several projects showing strong performance, although concerns exist regarding their relative strength compared to Ethereum [11].

比特币周三携手美股创下历史新高，显示投资者在全球风险资产狂欢中进一步加码押注。 这一同步走势凸显了投机性市场领域与主流股市在同一乐观情绪的推动下齐头并进。本周公布的美国通 胀数据符合预期，加强了市场对于美联储9月降息的押注。金融环境的放松将鼓励资金从蓝筹股流向波 动性更高的加密货币。 "加密货币与股市呈正相关关系，其中以太币与股市的关联性强于比特币"，Ergonia研究主管Chris Newhouse表示，"整体市场情绪看起来积极。" 来源：金融界 比特币在周三纽约晚间交易时段升破12.35万美元，超过了7月14日创下的123,205.12美元的历史纪录。 标普500指数周三收盘连续第二个交易日创下新高，延续了整个夏季的强劲走势。 比特币持续上涨，得益于特朗普政府为加密资产营造的有利立法环境。并且Strategy等公司"囤积比特 币"的策略日益流行，这一企业策略近期也蔓延到以太币等其他加密货币，带动数字资产整体上涨。 ...

Industry Comparison - The industry views cryptocurrency platforms offering US stock trading as analogous to informal, unreliable services like buying lottery tickets through unauthorized channels [1]

招商宏观研报称，海8月7日特朗普提名斯蒂芬·米兰出任美联储理事，并将在近期提名另一名理事，美 联储内部似有MAGA化的趋势，为后续降息打开路径。近期美联储官员发言明显偏鸽，若下周7月CPI 同比符合市场预期，则美联储有望在8月21-23日Jackson Hole全球央行会议给出降息暗示。但目前9月 FOMC降息25BP已被市场充分定价。Q2业绩超预期后，美股需要看到更多的利好才能继续上行，8月动 能或有所衰减。 ...

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