美国股市在周三经历了波动后最终收窄，投资者权衡了美联储降息路径与住房市场数据的影响。道琼斯指数轻微上涨。10年期美国国债收益率上升至3.79%，在周二下跌0.5%之后反弹。交易员的目光转向了美光科技（Micron）和英伟达（Nvidia）的业绩报告，这两家公司都在收盘后公布了财报。美光科技股票在盘后交易中涨幅超过10%，原因是作为最大的电脑内存芯片制造商之一，它预计未来将从人工智能设备需求的增长中获益。英伟达公司股价也在收盘后上涨。
投资者对最新数据进行解析以获取经济与房地产市场的信息。上月美国房价指数下跌，同时另一项数据显示住房贷款利率出现下降，从而刺激了购房需求。Zillow的首席经济学家在电视节目中表示：“我们正在关注的是买家开始接受房贷利率较低的事实，并且最近房贷利率的下滑可能就是他们预期的大部分改善。”“预计房贷利率不会进一步大幅下滑，因为它们早就对这种预期作出了反应。”
交易员们仍在寻找新的催化剂。上周美联储降息0.5个百分点之后，市场寻求更多动态信息。在亚太地区市场反应平淡后，投资者现在关注着美联储主席鲍威尔的演讲和周末的物价数据。
一位安吉斯投资公司的首席投资官指出：“过去三年来市场一直高估了美联储的宽松政策，并可能仍存在这种情况。”“然而，50个基点的变动带来了一种改变——美联储愿意更快、更积极地作出反应，对经济状况更加敏感，而不仅仅是专注于通胀。”
联邦储备委员会副行长Adriana Kugler表示支持上周的决策决定，并提到如果预计通货膨胀继续缓解至预期水平，那么可能需要进一步降息。
未来，Fed在指导美国实现软着陆方面的成功将对其他资产类别的前景产生重要影响。UBS集团首席策略师认为，基于的基本假设是美国经济增长会逐渐放缓但保持正值。“然而，经济的放缓使得其更容易受到外部冲击的影响，并且我们将密切关注可能引起市场波动的因素，包括即将到来的美国大选。”
在另一条新闻中，中国股市连续第六日上涨。这得益于中国人民银行下调了一年期政策贷款利率，为创纪录的最大降幅。此前一天，中国政府宣布了一项全面刺激计划。
对于中国推出的刺激措施效果抱有悲观情绪。墨西哥比索和哥伦比亚比索表现疲软，在市场排名中最差。
在欧洲，对经济增长前景的黯淡看法导致了对欧洲央行可能再次降息于下个月的预期增加，并且HSBC公司预计政策制定者将在今年10月至4月之间开始降低利率。
一名Northern Trust Asset Management公司的全球资产配置首席投资官指出：“经济数据显示出非常疲弱的迹象。年初时我们认为会有一个明显的上涨，但实际上远比我们所有人预期的要慢。”
同时，捷克共和国表示将考虑进一步放宽货币政策，并将其借贷成本降至近三年来的最低水平，以此回应降息行动。
本周的关键事件：
一些市场的主要变动：这一故事在布莱恩特自动化协助下产生。
新闻来源：www.bloomberg.com
原文地址：Stock Market Today: Dow, S&P Live Updates for September 25
新闻日期：2024-09-24
原文摘要：
The fell on Wednesday — after wavering for most of the session — as investors pondered the Federal Reserve’s path of rate cuts and digested housing-market data.The closed modestly higher. The 10-year US Treasury yield advanced to hover around 3.79%. The after a 0.5% drop on Tuesday. Traders are now turning to earnings from and , which posted results after the close. Micron shares jumped more than 10% in postmarket trading after the largest US maker of computer memory chips gave a for the current period, aided by demand for AI gear. Shares of Nvidia Corp. also climbed after the closing bell. Investors parsed fresh data on Wednesday for clues on the economy and housing market. in the US fell last month while a separate set of data showed that mortgage rates have , spurring demand for purchasing a home. “One of the things we’re watching is buyers catching up to the idea that mortgage rates are lower and that the break we’ve recently gotten in mortgage rates might be a lot of what we are expecting to get,” , chief economist at Zillow, said on Bloomberg Television. “Mortgage rates are not expected to go too much lower from here because they moved early with that anticipation.”Traders are still seeking fresh catalysts after last week’s half-point rate cut by the Fed and as . After failed to ripple beyond Asian markets, investors are looking to a speech by Fed Chair and price data at the end of the week. “The market has been overestimating Fed easing for the last three years and I think probably continues to do so,” said , chief investment officer at Angeles Investments. “But what’s changed a bit with the 50 basis point move was a willingness by the Fed to move faster, to be more accommodative, to be more receptive to economic conditions, as opposed to just focusing on inflation.”On Wednesday, Fed Governor Adriana Kugler said she the central bank’s decision last week, adding it will be appropriate to make additional rate cuts if inflation continues to ease as expected. Going forward, the Fed’s level of success in guiding the US to a soft landing will be important in determining the outlook for other asset classes, said UBS Group AG’s . , chief investment and portfolio strategist for the Americas at BlackRock, says the base case is for US growth to gradually slow but stay positive.“However, a cooling economy is more vulnerable to exogenous shocks, and we look ahead to potential volatility-inducing events, including the US election,” she said. Read more: Earlier, China’s stocks rallied for a sixth day after the lowered the interest rate charged on its one-year policy loans by the most on record. That followed a wide-ranging stimulus package announced the day before.Fading optimism over the impact of China’s stimulus measures The Mexican and Colombian pesos were among the worst performers.In Europe, the region’s darkening economic outlook has fueled bets the European Central Bank will reduce rates again next month, while economists at HSBC Holdings Plc predict policy makers will start cutting interest rates at between October and April.“The worry has been that all the economic data is looking quite shaky,” said , global asset allocation CIO at Northern Trust Asset Management. “At the beginning of the year we did think we would see a nice uptick, but it started to slow down way more than any of us anticipated.”Meanwhile, the Czech Republic indicated it will to further monetary easing after cutting borrowing costs to the lowest level in almost three years.Key events this week: Some of the main moves in markets: This story was produced with the assistance of Bloomberg Automation.
