專家分享對美國及全球市場的觀點
成功投資源自掌握市場資訊,閱讀嘉信資深市場專家的見解，以緊貼股票市場的脈搏。
（以下資訊只提供英文版本）
US Market Commentary
Fed Watch: Can AI Productivity Gain Cut Inflation?
Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.
March 11, 2026
CPI Ahead, Oracle Tops Estimates, But Eyes on Oil
Investors wait for the February CPI this morning and mull stronger-than-expected earnings from Oracle, with eyes on crude oil as war news continues to drive trading.
March 11, 2026
Looking to the Futures
April Light Sweet Crude Oil Futures (/CLJ26) is trading up 2.70% to $85.70 in the pre-market as market participants await news from the G-7 Energy Ministers on an International Energy Agency (IEA) proposal for a release from strategic reserves. Consumer Price Index (CPI) Figures were also released this morning. CPI came in line with expectations, rising 2.4% year on year and 0.3% month on month. Excluding food and energy prices, CPI rise 0.2% monthly and 2.5% year on year also matches estimates.
March 11, 2026
Stocks Little Changed on Inflation as Crude Climbs
The February consumer price increase matched expectations, and crude rose after carrier ships were hit with projectiles and markets anticipated a large release of oil stocks.
March 11, 2026
Volatile Markets Keep Looking Toward Middle East
Though Wall Street embarked on a massive rebound yesterday, choppiness could remain a feature with crude oil elevated. Oracle reports later today and key CPI data comes tomorrow.
March 10, 2026
Iran War: Potential Impact on Global Equities
If tensions de-escalate soon, there could be relatively little impact on international markets. However, risks will rise if global energy supplies face a prolonged disruption.
March 9, 2026
After Worst Week in Months, Oil's Influence is Key
Crude oil prices could continue calling the shots this week as war remains front and center. Last Friday's disappointing jobs report raises new economic questions as CPI looms.
March 9, 2026
Waiting for Jobs Data, Watching Crude and War News
Today's February nonfarm payrolls report might shift attention from war news, at least for the moment. Analysts expect a gain of 60,000 jobs, down from 130,000 in January.
March 6, 2026
Awaiting Key Jobs Data, Investors Monitor War News
Though war news may continue to dominate, investors are also focused on Friday's February jobs report and yesterday's Broadcom results. Productivity and monthly layoff data loom.
March 5, 2026
Smoke on the Water…Fire Under the Surface
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
March 4, 2026
The AI Glow-Up of Emerging Markets
Forget oil and copper—today’s "Emerging Markets" are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history.
February 27, 2026
Weekly Trader's Outlook
Major indices are on track for modest losses as investors navigate concerns around AI disruption, private credit, and geopolitics.
February 27, 2026
The Fed's Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
February 27, 2026
Gold vs. Stocks as Inflation Hedge
While the S&P 500 has won over five decades, gold has dominated during periods of extreme inflation and geopolitical turmoil. Conditions and time horizon matter.
February 26, 2026
Less Magnificent: Why Mega-Caps Limp Post-Results
Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.
February 24, 2026
Cascade: AI's Latest Phase
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
February 17, 2026
Jobs Data, Fed Patience & AI's Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026
Schwab Market Perspective: Riding the Waves
Our point of view on recent market and economic activity.
February 12, 2026
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026
如有任何疑問，我們隨時為您服務。
-
致電新客戶
+852-2101-0511
星期一至星期五，上午 9:00 至下午 6:00（香港時間）
現有客戶
+852-2101-0500
星期一凌晨 5:30 至星期六下午 1:00（香港時間） -
電郵 -
親臨嘉信理財嘉信理財香港有限公司
香港中環皇后大道中 15 號
置地廣場告羅士打大廈 34 樓 3401 室辦公時間
星期一至星期五，上午 9:00 至下午 6:00（香港時間）