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News
A September Rate Hike: The Fed's Least Bad Option?
1+ hour, 48+ min ago (478+ words) By Zhao Ying, Wallstreetcn The better-than-expected non-farm payrolls data has pushed the probability of a September rate hike by the Federal Reserve to 60%, putting Fed Governor Walsh in a dilemma between disappointing the market or disappointing Trump. In its latest…...
The Fed Caught in a "Data Game": A 0.01 Percentage Point Shift Could Sway Interest Rate Decisions
6+ hour, 9+ min ago (1143+ words) The Fed's interest rate decision next week may hinge on this week's inflation data, with the difference ultimately influencing the policy choice possibly amounting to merely a few hundredths of a percentage point. Market expectations currently remain caught between rate…...
Trump’s Baffling Fed Threat May Be a Gift to Warsh
23+ hour, 11+ min ago (623+ words) Trump needs some good economic news. With only two months until the midterm congressional elections, his overall approval rating remains at a low point across both terms, and 71% of Americans—including four-tenths of Republicans—disapprove of his handling of living…...
Solving the Cold Start Problem in Fixed-Rate Lending: How Morpho Keeps Funds from Sitting Idle?
1+ day, 2+ hour ago (1224+ words) This article is an excerpt from our research report on fixed-rate lending, "Market Structure and Protocol Design," highlighting emerging design approaches in this sector. Today, the active loan volume in the lending sector stands at $28.5 billion, with nearly all demand…...
Goldman Sachs Research Decoded: Better-Than-Expected Non-Farm Payrolls Dampen Rate Cut Expectations, Gold Strengthens A…
1+ day, 2+ hour ago (460+ words) August non-farm employment added 162,000 jobs, substantially surpassing market expectations. Data for prior months was also revised upward, with the unemployment rate stabilizing at 4.1%. This report has bolstered market expectations for a September rate hike, contrasting with the White House's public…...
Morgan Stanley Research Analysis: Seven Debates Illuminate Semiconductor Equipment—WFE Exceeds Expectations, Yet Market…
1+ day, 5+ hour ago (620+ words) The semiconductor capital equipment industry continues to break through previous supply ceilings, but market interest in further upside potential is cooling. Morgan Stanley points out that market hesitation toward SPE stocks stems from two interrelated but logically distinct frameworks. The…...
Rare Meeting Between Bowman and Powell During Fed's Quiet Period Sparks Schedule Controversy
2+ day, 30+ min ago (914+ words) By Wu Yu, Jin10 Data Latest disclosed Fed schedules show that two Federal Reserve governors met with banking industry figures or attended related events during the 'blackout period' surrounding FOMC meetings in May and June this year. While there is currently…...
Bank of America Research Report Analysis: Cohen Day or Bernanke Day, The Internal Fed Debate Over Rate Hike Pathways
2+ day, 3+ hour ago (676+ words) BofA believes Warsh's hawkish stance essentially tells the market that the baseline path has shifted to the Kohn track. He did not formally commit to a rate hike, yet provided more directional guidance than his communication philosophy would suggest. BofA's…...
US Stocks Trend (September 7): Nonfarm payrolls exceed expectations, reigniting rate hike expectations; US-Iran conflic…
2+ day, 7+ hour ago (464+ words) The rising rate hike expectations directly weighed on high-valuation assets. The three major indices ended their two-day winning streak to close collectively lower, with the S&P 500 down 0.38% at 7,718.60 points, the Nasdaq down 0.29% at 26,506.99 points, and the Dow down 0.51% at…...
Analysis of Goldman Sachs Research Report: U.S. Economy Not Overheating Overall; Localized Tightening in AI-Related Sec…
1+ week, 1+ day ago (517+ words) Goldman Sachs measures labor tightness across industries using the "job-worker gap". This metric captures the true tightening or loosening of the labor market more accurately than the unemployment rate. The breadth of wage growth remains in a moderate range. Goldman…...