美元指数 (DXY) 加自选

美联储宣布降息50个基点，这是自2020年以来的首次降息，高于大多数受访经济学家预期的25个基点，美国股市收盘时波动较大。标准普尔500指数和纳斯达克100指数各下跌0.3%，道琼斯指数下跌102点，道琼斯指数在早盘上涨375点以上。此举后，股票和债券反弹，但在美联储主席鲍威尔强调美国经济仍然强劲，尽管今天大幅降息，但联邦公开市场委员会并不急于继续放松货币政策后，迅速抹去了涨幅，强调50个基点的降息不应被视为“新步伐”。尽管如此，联邦公开市场委员会成员的预测表明，今年总降息幅度的中位数为100个基点，相当于今年央行每次会议的降息幅度为25个基点。英伟达、微软、甲骨文和AMD的股价下跌超过1%。另一方面，苹果上涨1.8%，而Meta的交易价格略高于持平线。

Stocks in the US closed a volatile session lower after the Fed delivered a 50bps rate cut, its first cut since 2020, and above the 25bps expected by a majority of surveyed economists. The S&P 500 and the Nasdaq 100 lost 0.3% each, and the Dow fell 102 points with the latter gaining over 375 point earlier in the session. Equities and bonds rallied after the move, but quickly erased their gains after Fed Chair Powell emphasized that the US economy remains robust and that the FOMC is in no rush to continue loosening monetary policy despite the aggressive cut today, underscoring that 50bps rate reductions should not be considered a “new pace”. Still, projections by FOMC members pointed to a median of 100bps in total rate cuts for the year, translating to 25bps in each of the central bank's meetings this year. Nvidia, Microsoft, Oracle, and AMD fell over 1%. On the other hand, Apple added 1.8% while Meta traded slightly above the flatline.