Rate-Cut Prospects Fuel Investor Risk Appetite, Gold Hits Record Highs, Harris Outperforms Trump: This Week In The Markets
Rate-Cut Prospects Fuel Investor Risk Appetite, Gold Hits Record Highs, Harris Outperforms Trump: This Week In The Markets
The volatility that dominated markets in the early part of the month sharply reversed in the past week, driven by growing expectations of interest rate cuts that have bolstered investor risk appetite.
在本月初主導市場的波動性在過去一週急劇逆轉，受到預期加強的減息預期推動，增強了投資者的風險偏好。
The latest batch of inflation statistics for August have given the green light for the Federal Reserve to proceed with an interest rate cut, which is highly likely to occur on Sept. 18.
八月份最新一批通脹統計數據爲聯儲局提供了綠燈，表明利率期貨很可能會在9月18日減息。
The remaining question concerns the size of the cut — whether it will be 25 basis points or 50 basis points — though market consensus and recent comments from Fed officials suggest the more conservative 25 basis points is the likely scenario.
餘下的問題涉及減息的幅度——是25個點子還是50個點子——儘管市場共識和聯儲局官員認爲25個點子的幅度更爲保守，是最可能的情況。
Risk assets experienced a significant rebound, with the S&P 500, as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), recovering losses from the prior week and notching five straight days of gains. A similar picture emerged for the Nasdaq 100, which marked the best week since October 2023.
風險資產經歷了一次顯著反彈，受S&P 500指數追蹤的SPDR S&P 500 ETF Trust (NYSE:SPY)的影響，收復了上週的損失，並連續五天取得了漲勢。納斯達克100指數也出現了類似的情況，標誌着自2023年10月以來的最佳一週。
Treasury yields fell substantially and the dollar weakened, driving the price of gold to fresh all-time highs.
國債收益率大幅下降，美元走弱，導致黃金價格達到創歷史新高。
Additionally, the week saw the first televised debate between Vice President Kamala Harris and former President Donald Trump, with polls indicating Harris outperformed, further widening her lead.
此外，本週還看到了副總統賀錦麗和前總統特朗普之間的首場電視辯論，民意調查顯示賀錦麗表現優異，進一步擴大了她的領先優勢。
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Gold Miners Surge
黃金股飆漲
Gold mining stocks, as monitored through the VanEck Gold Miners ETF (NYSE:GDX), rallied this week, marking on Thursday their best one-day performance in six months as gold prices hit new record highs. A macro strategist highlighted striking similarities between today's economic landscape and the turbulent 1970s.
黃金採礦股票，在VanEck黃金礦商ETF（紐交所：GDX）的監控下，本週上漲，週四創下了六個月來最好的單日表現，因爲黃金價格創下了新的紀錄高點。一位宏觀策略師指出瞭如今經濟形勢和動盪的1970年代之間的驚人相似之處。
VP Harris Boosts Solar
賀錦麗副總統推動太陽能
Solar stocks, tracked by the Invesco Solar ETF (NYSE:TAN), surged as Vice President Harris emerged as the clear winner in her debate with Trump, bolstering confidence in clean energy policies. Several leading renewable energy companies saw sharp gains this week.
太陽能股票，通過Invesco太陽能ETF（紐交所：TAN）跟蹤，隨着副總統賀錦麗在與特朗普的辯論中明顯勝出，增強了人們對清潔能源政策的信心。幾家領先的可再生能源公司本週出現大幅上漲。
Small Cap Rally
小盤股上漲
In an exclusive interview with Benzinga, a Lazard small-cap expert forecasted a 30-50% rally in the Russell 2000, fueled by declining interest rates and strengthening economic conditions. With the Federal Reserve poised to begin a rate-cutting cycle, small-cap stocks are anticipated to outperform, closing the performance gap with larger-cap counterparts.
在接受Benzinga獨家採訪時，Lazard的一位小盤股專家預測，受到利率下降和經濟狀況強化的推動，羅素2000指數將出現30-50%的上漲。隨着聯儲局準備開始減息週期，預計小盤股將表現優異，彌補與大盤股之間的業績差距。
Autonomous Vehicle Growth
自動駕駛汽車增長
U.S. autonomous vehicle sales are projected to reach 230,000 units by 2034, following renewed progress at Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Waymo and General Motors Co.'s (NYSE:GM) Cruise. Advancements in technology and regulatory approvals are expected to drive the industry forward, boosting consumer adoption and market penetration.
Read Next:
• Nasdaq 100 Posts Biggest Weekly Rally In Almost A Year As Fed Rate Cut Hopes Grow: Top 7 Tech Stocks Of The Week
預計美國自動駕駛汽車銷量將在2034年達到23萬輛，隨着Alphabet（納斯達克：GOOG）（納斯達克：GOOGL）的Waymo和General Motors（紐交所：GM）的Cruise取得新的進展。科技進步和監管批准預計將推動該行業發展，促進消費者接受和市場滲透。
閱讀下文:
• 納斯達克100在近一年內錄得最大周漲幅，因爲利率期貨減息預期增加：本週的前7科技股
Don't miss the opportunity to dominate in a volatile market at the Benzinga SmallCAP Conference on Oct. 9-10, 2024, at the Chicago Marriott Downtown Magnificent Mile.
不要錯過2024年10月9日至10日，芝加哥市中心卓越里程萬麗酒店小盤股研討會主賓Benzinga。
Get exclusive access to CEO presentations, 1:1 meetings with investors, and valuable insights from top financial experts. Whether you're a trader, entrepreneur, or investor, this event offers unparalleled opportunities to grow your portfolio and network with industry leaders.
獲得與首席執行官會面、投資者1對1會議以及來自頂尖金融專家的有價值的見解的獨家權限。無論您是交易員、企業家還是投資者，此次活動都爲您提供了與行業領袖建立聯繫及增長投資組合的無與倫比的機會。
Secure your spot and get your tickets today!
立即預訂你的位置並獲取門票！
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。