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The current trajectory of the AI Revolution appears to closely mirror the late stages of the Internet Boom. Market sentiment around AI may be experiencing speculative excess similar to past technology bubbles.
Economic data has strengthened, with 3Q real GDP at 4.4% and nominal GDP at 8.3%, signaling robust growth. The 2-year Treasury yield is testing resistance at 3.62%; a breakout could signal fewer Fed rate cuts ahead.
Denmark's AkademikerPension fund is unloading all of its Treasury debt. The the Ontario Teachers' Pension Plan scaled back its holdings early last year.

Jamie Salter, founder, chairman and CEO of Authentic Brands, joins 'Money Movers' to discuss the impact of tariffs, market themes, and more.

Elon Musk's SpaceX has begun lining up senior roles at four major Wall Street banks as it races toward a potentially record-breaking initial public offering.

November's delayed PCE print came in-line with Wall Street estimates. Kevin Green explains how this inflation print pairs with jobless claims earlier in the morning present arguments for and against FOMC interest rate cuts.

Elon Musk's SpaceX is lining up investment bankers at four Wall Street firms for leading roles on a potential initial public offering, the Financial Times reported on Thursday, citing people familiar with the matter.

Mohamed El-Erian, chief economic advisor at Allianz, joins 'Squawk on the Street' to discuss market themes, the state of the economy, and more.
Consumer sentiment in the eurozone improved slightly in January, but hopes for a rebound in confidence could be short-lived amid rising tensions between the U.S. and Europe.

Morning Brief anchor Julie Hyman breaks down the latest market news for January 22, 2026. Stocks are seeing gains for a second day following President Trump's U-turn on Greenland and a renewed interest in the AI trade.
A momentum strategy can be especially useful for investors looking outside the U.S.
The Federal Reserve will conclude its latest policymaking meeting on Jan. 28, though traders have priced in just 5% odds for interest rates to decline in a fourth-straight vote, according to CME's FedWatch tool. Fed Chair Jerome Powell has signaled the Fed would likely pause on another cut after cutting interest rates to between 3.5% and 3.75% in December, noting the central bank and policymakers would “wait and see how the economy evolves” before additional cuts.

The Commerce Department's delayed November PCE inflation report showed that inflation remained well above the Federal Reserve's 2% target rate.

European stocks expected to benefit from an end to Russia's war in Ukraine rallied on Thursday, and defence stocks dropped after Ukrainian president Volodymyr Zelenskiy said Ukrainian and Russian teams will have their first trilateral meeting with U.S. officials.

“Big mo” is an “eternal feature” of financial markets worldwide.

Inflation drifted slightly further from the Federal Reserve's target in November though in line with expectations.

Several fundamental indicators point to high valuation for the stock market. A performance-based measure, by contrast, offers a less-worrisome view for the near term.

PCE inflation rate inched up to 2.8% after government shutdown

Anxiety about costs and affordability is particularly high among Asian Americans, Pacific Islanders and Native Hawaiians, even at a moment when economic stress is widespread, according to a new poll.About half of Asian American and Pacific Islander adults said they wanted the government to prioritize addressing the high cost of living and inflation, according to the survey from AAPI Data and The Associated Press-NORC Center for Public Affairs Research, which was conducted in early December. In comparison, a December AP-NORC poll found that about one-third of U.S. adults overall rated inflation and financial worries as the most pressing problems.The findings indicate that this small but fast-growing group is not persuaded by President Donald Trump's attempts to tamp down worries about inflation and defend his tariffs.

Global stocks are still outperforming US shares so far in 2026, extending last year's winning run. Using a set of ETFs through yesterday's close (Jan. 21), all the major equity regions of the world are maintaining a healthy lead over the US.