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美股前瞻 | 三大股指期货涨跌不一 Palantir(PLTR.US)绩后走高
智通财经网· 2025-08-05 11:47
Market Movements - As of August 5, U.S. stock index futures showed mixed results, with Dow futures down 0.01%, S&P 500 futures up 0.19%, and Nasdaq futures up 0.29% [1] - European indices also saw positive movements, with Germany's DAX up 0.77%, UK's FTSE 100 up 0.54%, France's CAC 40 up 0.21%, and the Euro Stoxx 50 up 0.34% [2][3] - WTI crude oil fell by 0.89% to $65.70 per barrel, while Brent crude oil decreased by 0.76% to $68.24 per barrel [3][4] Market News - MUFG reported that the U.S. non-farm payrolls for July were significantly below expectations, leading to increased bets on interest rate cuts by the Federal Reserve, with a 90% probability for a rate cut in September [4][5] - San Francisco Fed President Mary Daly indicated support for potential rate cuts, suggesting that the Fed may need to cut rates more than twice this year [5] - Wall Street analysts warned of a possible market correction due to high stock valuations and deteriorating economic data, with predictions of a 10% to 15% correction [6] - Jefferies noted that a shift in market dynamics could favor small-cap stocks over large-cap tech stocks during the Fed's rate-cutting cycle [7] Company-Specific News - Palantir reported a quarterly revenue exceeding $1 billion for the first time, with a 48% year-over-year growth, driven by strong government and commercial orders [9] - Pfizer's Q2 revenue grew by 10% to $14.65 billion, exceeding expectations, and the company raised its full-year profit guidance [10] - BP's Q2 profit surpassed expectations at $2.35 billion, and the company announced a dividend increase and a comprehensive business review under new leadership [11] - Yum China reported a 14% increase in operating profit, reaching $304 million, with a net addition of 336 stores in Q2 [12] - Diageo's FY2025 sales slightly declined but showed better-than-expected organic sales growth of 1.7%, while the company plans to further cut costs [13] Economic Data and Events - The U.S. ISM Non-Manufacturing PMI for July is scheduled for release at 22:00 Beijing time [14]
美国CPI前瞻:摩根大通上调未来通胀预期
news flash· 2025-07-15 06:32
Core Insights - Morgan Stanley has revised its economic forecasts, now expecting US GDP growth of 1.3% in 2025, a downward adjustment of 0.2% from previous estimates [1] - The forecast for PCE inflation has been increased to 2.7%, up by 0.2% from earlier predictions [1] - Core PCE inflation expectations have also been raised to 3.1%, reflecting an increase of 0.3% from prior forecasts [1] Economic Indicators - US GDP growth forecast for 2025: 1.3% [1] - PCE inflation forecast: 2.7% [1] - Core PCE inflation forecast: 3.1% [1]
特朗普《大美丽法案》开始闯关参议院
Soochow Securities· 2025-06-29 12:44
Group 1: Legislative Developments - The "Great American Beauty Act" has entered the Senate discussion phase, with a potential passing date before July 31, 2025[2] - The Senate passed a motion to proceed with the act by a vote of 51-49 on June 29, 2025[2] - If the Senate passes amendments, the act will return to the House for further consideration[2] Group 2: Economic Indicators - The 10-year U.S. Treasury yield decreased by 9.83 basis points to 4.277% during the week of June 23-27, 2025[3] - The S&P 500 and Nasdaq indices rose by 3.44% and 4.25%, respectively, reflecting positive market sentiment[3] - The U.S. GDP growth forecast for Q2 2025 has been revised upward to 2.9% according to the Atlanta Fed GDPNow model[3] Group 3: Inflation and Monetary Policy - Analysts expect the Federal Reserve to initiate its first rate cut in Q3 2025, with a total of two cuts anticipated for the year[3] - The consumer price index (CPI) growth rate is projected to be 2.5% for Q2 2025, with slight adjustments for subsequent quarters[3] - The probability of a recession in the next year has been slightly reduced to 35% from a previous estimate of 40%[3] Group 4: Fiscal Concerns - The Congressional Budget Office estimates that the Senate version of the "Great American Beauty Act" could increase the deficit by $3.5 trillion over the next decade[4] - The act's provisions may raise the public debt ratio from 124% to between 125% and 128% over the next ten years[4]
6月12日电,美国财长贝森特称,预计AI开支将在未来12-24个月内推动美国GDP加快增速。
news flash· 2025-06-11 17:37
Core Insights - The U.S. Treasury Secretary, Janet Yellen, anticipates that AI spending will accelerate U.S. GDP growth in the next 12 to 24 months [1] Group 1 - AI investments are expected to significantly impact economic performance in the near term [1]
美国一季度GDP修正值速评
news flash· 2025-05-29 13:05
Core Viewpoint - The U.S. GDP growth rate for the first quarter has been revised to -0.2%, up from an initial estimate of -0.3%, indicating a contraction in the economy for the first time since 2022 due to weak consumer spending and higher-than-expected import growth [1] Economic Indicators - The final GDP data is expected to be released next month, with the initial report indicating a contraction [1] - Consumer spending, a key driver of economic growth, increased by 1.2%, revised down from an initial estimate of 1.8% [1]
高盛大幅下调美国一季度GDP增速至-0.8%
news flash· 2025-04-29 22:24
Core Viewpoint - Goldman Sachs significantly revised down the U.S. Q1 GDP growth forecast to -0.8% due to an unexpected widening of the trade deficit in March [1] Group 1: Trade Deficit and Economic Indicators - In March, the U.S. trade deficit expanded more than expected, driven by an increase in consumer goods imports, likely reflecting a "front-running" of imports before tariff hikes [1] - Both imports and exports saw growth in March, but the increase in imports was notably strong while export growth was only moderately stronger [1] - The accumulation of inventory has accelerated, contributing to the downward revision of GDP forecasts [1] Group 2: GDP Forecast Adjustment - The GDP tracking forecast for Q1 was adjusted down by 0.6 percentage points to -0.8% on a quarter-over-quarter annualized basis [1] - The U.S. GDP data is scheduled to be released on the evening of April 30 [1]