Lucknow Wealth Management：Closing： Breeding data to boost interest rate reduction expectations U.S. stock market high -end index rose 2.4%

Topic: "Land volume" may bottom out at any time in rebounding the mid -to -long -term stock market investment opportunities or appear

In the early morning of the 14th Beijing time, the U.S. stocks closed on Tuesday, and the Dow and NATE index rose more than 400 points.In July, PPI data increased the probability of interest rate cuts in the Federal Reserve and boosted that the stock indexes had higher.The Federal Reserve Bostek said it supported interest rate cuts by the end of 2024.Investors continue to weigh the latest financial reports, while waiting for CPI inflation data and retail sales reports.Lucknow Wealth Management

The Dow rose 408.63 points, an increase of 1.04%, to 39765.64 points; the NANPIPIA index rose 407.00 points, an increase of 2.43%to 17187.61 points; the S & P 500 index rose 90.03 points, an increase of 1.68%to 5434.42 points.

The increase in the US July producer price index (PPI) announced on Tuesday was lower than expected, highlighting the continuous ease of inflation pressure, and strengthening the Fed's interest rate cutting expectations.

The PPI index of the wholesale price and the index representing the final needs rose 0.1%month -on -month.The medium value of an institution's investigation and forecast of economists is increased by 0.2%.In addition, compared with a year ago, the July PPI rose 2.2%year -on -year.

After eliminating the large fluctuations, the PPI in July was the same as last month, which is the most milder reading in four months.

The more concerned consumer price index (CPI) data will be announced on Wednesday, and it is expected that the index will show a slight increase.

Against the background of inflation pressure, the weak employment data in July prompted economists to expect that the Fed will start a series of interest rate cuts from next month.

After the PPI Index was announced, the president of the Atlanta Federal Reserve Bank, Bostek, said on Tuesday that it is currently at the inflection point of inflation approaching the goal. He hopes to see "more data" before supporting interest rate cuts, and emphasizes that he hopes to ensure that the Fed will open loosening looseness.There is no need to change the string.

"We want to be absolutely determined," Bolstick said at a meeting of African -American US financial professionals on Tuesday. "If we start to cut interest rates and have to raise interest rates again, it will be very bad."Pune Stock

Bostek reiterated his position since March that he might be ready to cut interest rates by "before the end of this year".

"The situation I know is that there are no companies and no layoffs. If this situation continues, we will be in a good state. It is currently at the inflection point of inflation approaching the goal.Consider election factors.

Earlier, the market was unhappy between the Federal Reserve at the September meeting of 25 basis points and 50 basis points at 50 basis points.Their interest rates at the end of the year are between 4.25%-4.50%.

According to other data released on Tuesday, the SME confidence index of the National Independence Enterprise Federation (NFIB) rose 2.2 points to 93.7, which rose for the fourth consecutive month, setting the longest rising record before the outbreak of the epidemic.

Although it is still pessimistic about future business conditions, the proportion of companies that are expected to deteriorate in the economy will be reduced to the lowest since November 2020.This factor is almost entirely the reason for the rise in the confidence index. At the same time, the other four indicators of the 10 sub -item indicators that constitute the overall confidence index also improved in July in July.In addition to economic expectations, the proportion of enterprises that are expected to grow in the next few months will rise to the highest level since this year.

Although the confidence index is still lower than the level before the epidemic, the index is rising with good news from inflation.The report shows that the net proportion of pricing companies has dropped to 24%, the lowest since April 2023.A smaller proportion of companies said that the price had increased last month.

Enterprises continue to cope with the disadvantages of prices, interest rates and labor costs.A quarter of business owners said that inflation is the largest single problem they faced in July, an increase of 4 percentage points from the previous month.

The proportion of companies that cannot fill the vacancy of jobs have risen slightly, but they are still hovering near the lowest level since 2021.The recruitment plan is stable.

The consumer price index announced on Wednesday is expected to show 0.2%last month, which is higher than the decline of 0.1%last month.After the crazy fluctuations last week, these data may provide some directions for uncertain markets.

Cameron Dawson, director of investment wealth investment, said: "The market was a bit overtaken last week. But from the perspective of the stock proportion of the moving average higher than 50 days, we are not oversold at all, which only indicates that we really haven't seen the real one.King.

According to a global survey, although the global financial market is turbulent, investors' optimistic emotions for American technology giants and their expectations for softened economic landing have not weakened.

Bank of America's strategist Michael Hartnett wrote in the report, "The core optimism of soft landing and large US stock growth stocks has not changed. Only investors now think that the Fed needs to cut interest rates to reduce interest rates to ensure that economic recession will not occur."

There are 189 participants in the survey, with a total of $ 508 billion in managing assets.The survey results showed that the expectations of the interviewees rose from 68%in July to 76%in July.Nevertheless, the expected expectations of interviewees have fallen sharply on global growth, and 47%of the current respondents are expected to weaken the economy in the next 12 months.The US economic recession replaces geopolitical conflicts and has become the biggest risk.

Citi Group's strategists pointed out that US technology stocks still face "major pressure", because the after -selling warehouse last month showed that investors were still widened.

The team led by Chris Montagu said that the 100 index futures still have about $ 22.5 billion in bulls.

"Once any negative economic data appears, these multi -position positions will face major pressure," Montagu wrote in a report. "This in turn may amplify any downward trend in the current position." He believes that there are more warehouses.The average loss will be 7.6%.

SCOTT Rubner, managing director and strategic expert of the Group's Global Marketing Department, said on Monday that with the relief of the selling pressure of systemic funds and the company's increased stock repurchase, investors will usher in a short -lived U.S. stock market at the end of AugustWindow period.

He said: "This will be the last time I will be short in August, because the most serious period of the stock market supply and demand in August is about to end."Ahmedabad Wealth Management

He will turn into a tactical bullish stock market on August 30.Rubner suggested that in late June, it was recommended to reduce the exposure of the US stock market after July 4, and believed that the stock market was in the "final stage of raising" by July 17.

The documents submitted by Nvidia on August 12 local time to the US Securities and Exchange Commission (SEC) showed that Huang Renxun, CEO of the company, sold a total of 240,000 NVIDA ordinary shares from August 8th to August 9th, with a total value of 24.91 million US dollars.In fact, Huang Renxun was selling for each trading day since August, selling 120,000 shares daily.

Recently, the acquisition of Silo AI, the largest private AI laboratory in Europe.The transaction amount is about 4.773 billion yuan, all of which are paid in cash.Through this acquisition, Silo AI's scientists and engineers officially joined the AMD family.

The acquisition is an important part of AMD in the strategic layout of the AI ​​field, which aims to further strengthen the company's leadership in AI and related technology.As other technology giants such as, META, and so on, AMD is also actively transforming to AI.However, unlike these giants, AMD's investment in this field is relatively late.

Indian antitrust regulatory agencies may revoke an investigation report for Apple.The agency had previously accused Apple in violation of the competition law, saying it abused its dominant position in the Indian market.

According to people familiar with the matter, a department of the Indian Competition Commission (CCI) conducted a preliminary investigation on Apple this year, and found that Apple had impacting digital products and services to consumers.The focus of the survey is that Apple is suspected of abusing its dominant position in the application market, forcing developers to use its proprietary application of in -app purchases, and the cost is as high as 30%.

Google Store's official website shows that the company is scheduled to hold a press conference today.According to the official website, Google will announce more details of the smartphone "Pixel 9 Pro" at the conference and write "a new era of preparing to welcome mobile phones."The video last month hinted that artificial intelligence (AI) and Gemini will become an important part of the device.

According to reports, many wealthy people, film and television actors and other well -known people are planning to file a legal lawsuit against Meta Platforms, because there are a large number of false advertisements with these celebrity portraits as selling points on the Facebook and Instagram platforms of Meta. These advertisements are often high from high.Risk investment, cryptocar platforms and even online gambling groups.

Australian mining tycoon Andrew Frester said: He will not give up related lawsuits against Meta. He does not care about the price and promises to carry out the battle to the end. He believes that Meta must take more measures to supervise his platform.

Decreased sales expectations of Tongdian.

Bohnstein Bernstein gave the "better market" rating of technology.

In other markets, the New York Commodity Exchange settled in Sepa's medium -sized crude oil (WTI) futures price of US $ 1.71, a decrease of more than 2.13%, and closed at $ 78.35 per barrel.

The Brent crude oil futures in Europe fell $ 1.61, over 1.95%, and closed at $ 80.69 per barrel.

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