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Today's Key Events (All EST) — 01/30/2025

08:30: US Q4 GDP
08:30: US Initial Jobless Claims
10:00: US Pending Home Sales Change

Before Open :
05:00: STMicroelectronics $STM
06:00: United Parcel Service $UPS
06:00: $DOW
06:00: Cigna $CI
06:00: Thermo Fisher Scientific $TMO
06:00: Murphy Oil $MUR
06:00: Check Point Software $CHKP
06:15: Brunswick
06:30: Caterpillar $CAT
06:30: Mobileye Global $MBLY
06:30: Dynatrace $DT
06:30: Valero Energy $VLO
06:30: Trane Technologies $TT
06:30: Dover
06:30: L3Harris Technologies $LHX
06:30: PulteGroup $PHM
06:30: Lazard $LAZ
06:30: Marsh & McLennan $MMC
06:45: Southwest Airlines $LUV
06:45: Cardinal Health $CAH
06:45: Quest Diagnostics $DGX
06:45: Avery Dennison $AVY
06:55: Northrop Grumman $NOC
06:55: Tractor Supply $TSCO
06:55: Roper Technologies
06:55: A.O. Smith
06:55: Brookfield Infrastructure Partners
07:00: Altria Group $MO
07:00: SiriusXM $SIRI
07:00: Comcast $CMCSA
07:00: Allegro MicroSystems
07:00: Sherwin-Williams $SHW
07:00: Kirby
07:00: Asbury Automotive
07:00: Rogers Communications
07:00: Oshkosh $OSK
07:30: International Paper $IP
07:30: ManpowerGroup
07:30: Parker-Hannifin $PH
08:00: Mastercard $MA
08:00: Carpenter Technology $CRS

After Hours :
16:00: Intel $INTC
16:00: SkyWest $SKYW
16:05: Visa $V
16:05: KLA $KLAC
16:05: Deckers Brands $DECK
16:05: Atlassian $TEAM
16:05: Canadian National Railway $CNI
16:05: LPL Financial $LPLA
16:05: Boot Barn $BOOT
16:05: AppFolio $APPF
16:05: Gen Digital
16:05: PPG Industries
16:05: ResMed $RMD
16:05: Olin $OLN
16:10: Coursera $COUR
16:15: Eastman Chemical $EMN
16:15: Federated Hermes $FHI
16:15: Arthur J. Gallagher $AJG
16:15: Weyerhaeuser $WY
16:25: Apple $AAPL

聯準會FOMC聲明及鮑威爾發布會重點一覽:

FOMC聲明：
1. 聲明概述：一致投票同意維持利率不變；將折現率維持在4.50%不變。
2. 利率前景：維持有關未來行動幅度和時機的措詞不變。
3. 通膨前景：刪去了通膨朝目標取得進展的表述，重申通膨「仍略顯偏高」。
4. 就業市場：失業率“穩定”，勞動力市場依然“強勁”，取代先前聲明中提及的已經放緩。
5. 經濟前景：經濟活動持續以穩健的速度擴張。

鮑威爾發布會：
1. 政策利率：不急於調整政策利率；需要在通膨方面取得實質進展，或就業市場疲軟才能考慮降息。
2. 通膨前景：通膨已更接近目標，但仍有點偏高；聲明有關通膨的變動並非為了發出訊號。
3. 經濟前景：經濟仍整體強勁；2024年GDP預計將超過2%。
4. 就業市場：勞動市場狀況已降溫，但仍穩健；勞動市場並非通膨壓力的來源。
5. 川普政策：聯準會關注川普的新政策，將需要時間進行分析；沒有與川普接觸，拒絕評論川普的言論。
6. 其他表態：人工智慧是股市發展的重要因素，但我們更關注宏觀經濟；人工智慧產業引發的拋售並不是一個實質的、持續的變化。
7. 最新預期：交易員預期今年聯準會將減少政策寬鬆。 CME「聯準會觀察」工具顯示3月維持利率不變的機率從聲明前的71.6%升至77.6%。
8. 市場反應：現貨黃金先跌後漲，發表會期間反彈走高至2758美元/盎司；美元指數漲至接近日高後回落至聲明前水準；美債殖利率接近持平於決議前水準；美股先跌後漲，納指一度跌逾1%後縮窄跌幅至0.3%。

2025-01-29
#數據出爐
地區：🇺🇸美國
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事件：1月利率決議
前值：4.55%
預測：4.50%
公布：4.50%

*美聯儲將基準利率維持為4.25%-4.50%，符合市場預期。*

SWEDISH RIKSBANK RATE ACTUAL 2.25% (FORECAST 2.25%, PREVIOUS 2.50%)

Today's Key Events (All EST) — 01/29/2025

07:00: US MBA Mortgage Applications
08:30: US Wholesale Inventories
08:30: US Retail Inventories Ex-Auto Adv.
08:30: US Advance Goods Trade Balance
14:00: FOMC Rate Decision
14:30: FOMC Press Conference w/ Powell

Before Open :
B.O: ASML $ASML, Volvo
06:00: Danaher $DHR
06:15: Brinker International $EAT
06:20: Otis Worldwide $OTIS
06:30: Applied Industrial Technologies $AIT
06:30: Prosperity Bancshares $PB
06:30: Central Pacific Financial $CPF
06:30: Eagle Materials $EXP
06:30: CGI Group $GIB
06:45: MSCI $MSCI
06:45: Lennox International $LII
06:55: T-Mobile US $TMUS
06:55: VF $VFC
06:55: $TEVA
07:00: Automatic Data Processing $ADP
07:00: General Dynamics $GD
07:00: Nasdaq $NDAQ
07:05: Extreme Networks $EXTR
07:10: Corning $GLW
07:15: Monro $MNRO
07:30: Hess $HES
07:30: M/I Homes $MHO
08:00: Avnet $AVT
08:00: Norfolk Southern $NSC
08:05: Flex $FLEX
08:20: Progressive $PGR

After Hours :
16:00: Tetra Tech $TTEK
16:05: Tesla $TSLA
16:05: Meta Platforms $META
16:05: Microsoft $MSFT
16:05: Lam Research $LRCX
16:05: Western Digital $WDC
16:05: Wolfspeed $WOLF
16:05: Whirlpool $WHR
16:05: Las Vegas Sands $LVS
16:05: Century Communities $CCS
16:05: MaxLinear $MXL
16:05: Cimpress $CMPR
16:10: IBM $IBM
16:10: ServiceNow $NOW
16:10: Levi Strauss $LEVI
16:10: Calix $CALX
16:15: United Rentals $URI
16:15: Dolby Laboratories $DLB
16:15: Selective Insurance Group $SIGI
16:30: Liberty Energy
16:35: Renasant $RNST
16:45: Landstar System
16:45: Robert Half International $RHI
16:45: Hawkins $HWKN
16:45: Teradyne $TER