-- 週三盤前,美國股指期貨基本上持平,交易員們正等待「七巨頭」中四家公司的財報以及聯準會的最新政策聲明。 道瓊工業指數期貨下跌0.1%,標普500指數期貨下跌0.1%,那斯達克指數期貨上漲0.2%。 Alphabet (GOOG, GOOGL)、微軟 (MSFT)、亞馬遜 (AMZN) 和 Meta Platforms (META) 等公司將於今日盤後公佈季度財報。 市場普遍預期,聯邦公開市場委員會 (FOMC) 將在今日的會議中維持聯邦基金利率目標區間在3.50%至3.75%不變。聯準會主席鮑威爾將於6月下屆委員會會議前卸任,但他表示將留任至繼任者凱文沃許獲得確認為止。 委員會會後聲明將於美國東部時間下午2點發布,聯準會主席鮑威爾的新聞發布會定於美國東部時間下午2點30分開始。 油價上漲,近月全球基準北海布蘭特原油上漲3.8%,至每桶108.34美元;美國西德州中質原油上漲4%,至每桶103.93美元。 3月耐久財新訂單季增0.8%,前一個月月減1.2%,高於彭博社彙整的分析師調查中預期的0.5%增幅。 3月新屋開工量年化為150.2萬套,高於預期的138萬套,也高於上月的135.6萬套。 美國3月貨物貿易逆差擴大至878.7億美元,高於上月的834.9億美元,先前市場預期為880億美元。 其他國際市場方面,日本日經指數收跌1%,香港恆生指數收漲1.7%,中國上證綜指收漲0.7%。同時,英國富時100指數下跌1%,德國DAX指數在歐洲午後交易時段持平。 股票方面,希捷科技(STX)股價上漲16%,此前該公司公佈的第三財季非GAAP獲利和營收均超出分析師預期,並發布了優於預期的第四財季業績展望。恩智浦半導體(NXPI)股價上漲21%,此前該公司公佈的第一財季非GAAP盈利和營收均超出分析師預期,並發布了高於預期的第二財季業績指引。 Visa (V) 股價上漲 5.7%,此前該公司公佈的第二財季調整後獲利和營收均超乎預期。 另一方面,Robinhood Markets (HOOD) 股價下跌 12%,此前該公司公佈的第一財季獲利和營收均低於分析師預期。 Booking (BKNG) 和德意志銀行 (DB) 的股價分別下跌 4.8% 和 3.1%,儘管兩家公司公佈的第一財季調整後獲利和營收都高於預期。
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FOMC Holds Federal Funds Rate Steady at Range of 3.50% to 3.75%
Update: Gold Falls to a Month Low as Rising Energy Costs Expected to Boost Inflation
(Updates prices.)Gold traded lower for a third-straight day early Wednesday, pressured by inflation worries even as the Federal Reserve's policy committee is expected to leave rates unchanged when it ends its two-day meeting this afternoon.Gold for June delivery was last seen down US$50.40 to US$4,558.00 per ounce, the lowest since March 30.With oil trading near four-year highs amid the Iran war, traders have moved away from gold as a safe haven, turning instead to the dollar and bonds to hedge against the threat rising energy prices will boost inflation and force interest rates higher."With oil-led inflation risks remaining the main driver, as rising energy prices strengthen the dollar and reinforce a higher-for-longer interest rate outlook. For now, the market's immediate focus remains on mediation efforts, with a reopening of the strait and a subsequent drop in oil prices representing the biggest short-term upside catalyst for both gold and silver," Saxo Bank noted.But higher rates are not yet on the way. The Federal Open Market Committee and the Bank of Canada will both release interest-rate decisions today and both are expected to leave rates steady.The dollar was higher, with the ICE dollar index last seen up 0.25 points to 98.89. Treasury yields also moved up, with the U.S. two-year note last seen paying 3.918%, up 6.8 basis points, while the yield on the 10-year note was up 4.7 points to 4.4%.
Sector Update: Energy Stocks Rise Wednesday Afternoon
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each rising about 2%.The Philadelphia Oil Service Sector Index was increasing 0.5%, and the Dow Jones US Utilities Index was shedding 0.5%.Oil prices rallied Wednesday after US President Donald Trump reportedly rejected an Iranian proposal to lift the naval blockade. Trump told Axios on Wednesday he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal. Iran wanted the Strait of Hormuz opened before the two sides could sit down to discuss uranium enrichment at a later stage.Front-month West Texas Intermediate crude oil jumped 7.3% to $107.18 a barrel, and the global benchmark Brent crude contract climbed 7.4% to $119.47 a barrel. Henry Hub natural gas futures fell 2.2% to $2.63 per 1 million BTU.In corporate news, Phillips 66 (PSX) shares jumped past 6%. The firm reported Q1 adjusted earnings Wednesday of $0.49 per diluted share, swinging from a loss of $0.90 a share a year ago. Analysts polled by FactSet expected a loss of $0.54 a share. Phillips 66 also raised its annualized quarterly dividend by 7%.Bloom Energy (BE) shares surged nearly 24% after it reported Q1 adjusted earnings late Tuesday of $0.44 per diluted share, up from $0.03 a year earlier. Analysts polled by FactSet expected $0.12. Revenue also handily beat market consensus.TotalEnergies (TTE) shares were up 0.9% after it posted higher Q1 adjusted earnings and revenue.