美股第三周连涨，尽管周五表现低迷，但投资者多次得到保证，即经济正在放缓而并非急剧下滑。美国国债价格上升，因数据巩固了美联储进一步降息的预期，各债券曲线上的收益率普遍下行，10年期国债利率保持在3.75%附近。Bloomberg美元指数连续第四周上涨。
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美国联邦储备委员会(Fed)最新的数据表明8月美国潜在通胀率及消费者支出的通货膨胀调整值均有所下降，这与交易员们对经济健康的预判相符。在这一周大量发布的其他经济数据显示之后，市场已经知晓了经济的基本情况。周五的就业报告符合这一乐观情绪。过去五天中Fed官员发表的评论并未改变市场对央行路径的看法。St. Louis联邦储备银行行长Alberto Musalem表示他支持进一步降息，而副理事Michelle Bowman则坚持美国经济仍很强劲。与此同时，Fed主席Jerome Powell在预录演讲中未提及关于经济状况或货币政策走向。
本周还受到来自中国的每日刺激措施公告的影响，市场氛围普遍乐观。全球多个国家央行–瑞士、墨西哥、匈牙利和捷克共和国–也在这周下调了利率。
尽管本周总体行情较为乐观，但周五标普500指数及纳斯达克100指数仍出现下跌，主要受到Nvidia Corp.股价下滑的影响。该公司宣布中国在呼吁国内公司停止使用其芯片产品。市场关注的焦点是Fed下一次会议时可能采取的25到50个基点幅度的降息措施。
E*Trade交易与投资董事总经理认为：“除了今天的个人消费支出价格指数(PCE)之外，本周经济数据都落在了一个‘甜区’。”“通货膨胀继续保持在低位，并且尽管经济增长放缓，但没有迹象表明经济陷入崩溃。”Federated Hermes的投资组合经理表示：“尽管经济软着陆并非必然，但投资者应当对最近的经济数据感到安慰。”
下周末将关注美国劳动力市场的报告。另外，中国股市本周获得自2008年以来的最佳表现；欧洲股市周五收创历史新高，结束了四个月以来最佳行情。在商品市场中，原油价格周内下跌，不过于Friday出现反弹，原因是以色列在贝鲁特南部城市爆炸事件的消息加剧了中东的紧张局势。
关键的市场动态包括：
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新闻来源：www.bloomberg.com
原文地址：Stock Market Today: Dow, S&P Live Updates for September 27
新闻日期：2024-09-26
原文摘要：
US stocks gained for a third consecutive week — despite languishing on Friday — as investors were repeatedly reassured that the economy is cooling without falling off a cliff.Treasuries rallied as data cemented bets of further interest-rate cuts by the Federal Reserve. Yields are lower across the curve, with the hovering around 3.75%. The Bloomberg Dollar Spot Index for a fourth week.Listen to the Here’s Why podcast on , or .The Fed’s of underlying US inflation in August, as did inflation-adjusted consumer spending. Those figures confirmed what traders already knew about the health of economy after parsing a slew of earlier this week. A read on on Friday matched the optimism. Commentary from Fed officials in the last five days did little to sway existing perceptions on the central bank’s trajectory. On Friday, St. Louis Fed President Alberto Musalem said he favors lowering rates after a big cut last week. Fed Governor Michelle Bowman, meanwhile, her view that the US economy is still strong. On Thursday, Fed Chair Jerome Powell on the economic outlook or path for monetary policy during a pre-recorded speech.Other catalysts this week included daily stimulus announcements from China that kept sentiment largely upbeat. Several central banks across the globe — in Switzerland, Mexico, Hungary and Czech Republic — also lowered interest rates this week. Despite an overall sanguine week, the S&P 500 and the Nasdaq 100 ended Friday’s session lower, weighed down by Nvidia Corp. Its shares fell on news that China is urging local companies to from its chips. Even after a flood of data this week, markets are in a between a quarter point and half point cut at the Fed’s next meeting. Economists now see inflation reaching the central bank’s “Add today’s PCE price index to the list of economic data landing in a sweet spot,” said , managing director, trading and investing, at E*Trade. “Inflation continues to keep its head down, and while economic growth may be slowing, there’s no indication it’s falling off a cliff.”, a portfolio manager at Federated Hermes, said that while a soft landing for the economy is never guaranteed, investors should find solace in the strength of recent economic data.“Today’s inflation print confirms what Powell told us last week: inflation is falling, the consumer is strong, and the labor market remains resilient,” he said.A key driver of markets later next week will be , which will provide further clues on the state of the labor market. Elsewhere, China’s concluded its best week since 2008. In Europe, closed at a fresh all-time high on Friday, capping off their best week in more than four months. In commodities, declined for the week. On Friday, however, its prices jumped after Israel said its in southern Beirut, ramping up tensions in the Middle East. Some of the main moves in markets:This story was produced with the assistance of Bloomberg Automation.
