Real Estate, Regional Bank Stocks Tank, Energy Cushions The Blow: March Inflation Rates Shake Up Sectors
Real Estate, Regional Bank Stocks Tank, Energy Cushions The Blow: March Inflation Rates Shake Up Sectors
A fresh unexpected surge in inflation blindsided markets, shattering hopes for imminent Fed rate cuts and sending stocks down across the board. In March 2024, the annual Consumer Price Index (CPI) inflation rate surged to 3.5%, up from February's 3.2%, surpassing expectations set at 3.4%.
通货膨胀的新一轮意外飙升使市场蒙蔽了双眼，使美联储即将降息的希望破灭，使股市全面下跌。2024年3月，年度消费者价格指数（CPI）通货膨胀率从2月份的3.2％飙升至3.5％，超过了设定的3.4％的预期。
Adding to concerns, core inflation, which excludes energy and food, also exceeded expectations, reaching 3.8% compared to the anticipated 3.7%, dismissing any justifications solely attributed to higher gasoline price pressures.
更令人担忧的是，不包括能源和食品在内的核心通货膨胀率也超出了预期，达到3.8％，而预期为3.7％，这驳斥了任何仅归因于汽油价格压力上升的理由。
Consequently, investors sharply revised down their expectations for Fed rate cuts, now anticipating the commencement of any easing policy no earlier than September, with less than two rate cuts expected by year-end.
因此，投资者大幅下调了对美联储降息的预期，现在预计任何宽松政策都不早于9月开始实施，预计到年底降息不到两次。
What's Hot/Cold In The CPI Basket?
CPI 篮子里有哪些冷/热？
Expenditure categories witnessing the highest month-over-month seasonally adjusted price increase in March were:
3月份经季节性调整后价格同比涨幅最高的支出类别是：
- Motor vehicle insurance: +2.6%
- Motor vehicle maintenance and repair: +1.7%
- Gasoline (all types): +1.7%
- Hospital services: +1%
- Meats, poultry, fish, and eggs: +0.9%
- 机动车保险：+2.6%
- 机动车保养和维修：+1.7%
- 汽油（所有类型）：+1.7%
- 医院服务：+1%
- 肉类、家禽、鱼类和蛋类：+0.9%
Those showing the lowest monthly inflation were:
月通货膨胀率最低的有：
- Fuel oil: down 1.3%
- Used cars and trucks: down 1.1%
- Cereals and bakery products: down 0.9%
- Other food at home: down 0.5%
- Airline fares: down 0.4%
- 燃油：下跌1.3％
- 二手车和卡车：下降1.1％
- 谷物和烘焙产品：下降0.9％
- 家里的其他食物：下降0.5％
- 航空公司票价：下降0.4％
Wednesday's Sector Performance
周三的行业表现
By midday trading in New York, losses were broad-based within indices.
到纽约午盘交易时，指数内部出现了广泛的亏损。
- 454 out of S&P 500 stocks traded in the red
- 93 Nasdaq 100 stocks were negative
- 1,783 out of Russell 2000 stocks were negative
- 898 out of Russell 1000 stocks were negative
- 标准普尔500指数中有454只股票下跌
- 93只纳斯达克100指数股票为负值
- 罗素2000只股票中有1,783只为负数
- 罗素 1000 只股票中有 898 只股票为负值
No sectors managed to evade daily losses, with rate-sensitive pockets of the markets, such as real estate, feeling the brunt more acutely than others.
没有哪个行业能够逃避每日亏损，房地产等对利率敏感的市场比其他行业更敏感。
Energy managed to hold almost steady, as rising gasoline prices improved the outlook for oil companies.
由于汽油价格上涨改善了石油公司的前景，能源设法保持了几乎稳定。
| Sector | 1-Day %Chg |
|---|---|
|
Energy Select Sector SPDR Fund (NYSE:XLE) |
-0.15% |
| Consumer Staples Select Sector SPDR Fund (NYSE:XLP) | -0.75% |
| Communication Services Select Sector SPDR Fund (NYSE:XLC) | -0.92% |
| Industrials Select Sector SPDR Fund (NYSE:XLI) | -0.93% |
| Health Care Select Sector SPDR Fund (NYSE:XLV) | -1.07% |
| Financial Select Sector SPDR Fund (NYSE:XLF) | -1.17% |
| Technology Select Sector SPDR Fund (NYSE:XLK) | -1.35% |
| Consumer Discretionary Select Sector SPDR Fund (NYSE:XLY) | -1.44% |
| Materials Select Sector SPDR Fund (NYSE:XLB) | -1.54% |
| Utilities Select Sector SPDR Fund (NYSE:XLU) | -1.93% |
| Real Estate Select Sector SPDR Fund (NYSE:XLRE) | -3.85% |
| 行业 | 1 天 %Chg |
|---|---|
|
能源精选行业SPDR基金（纽约证券交易所代码：XLE） |
-0.15% |
| 必需消费品精选行业SPDR基金（纽约证券交易所代码：XLP） | -0.75% |
| 通信服务精选行业SPDR基金（纽约证券交易所代码：XLC） | -0.92% |
| 工业精选行业SPDR基金（纽约证券交易所代码：XLI） | -0.93% |
| 医疗保健精选行业SPDR基金（纽约证券交易所代码：XLV） | -1.07% |
| 金融精选板块SPDR基金（纽约证券交易所代码：XLF） | -1.17% |
| 科技精选行业SPDR基金（纽约证券交易所代码：XLK） | -1.35% |
| 非必需消费品精选板块SPDR基金（纽约证券交易所代码：XLY） | -1.44% |
| 材料精选行业SPDR基金（纽约证券交易所代码：XLB） | -1.54% |
| 公用事业精选行业SPDR基金（纽约证券交易所代码：XLU） | -1.93% |
| 房地产精选行业SPDR基金（纽约证券交易所代码：XLRE） | -3.85% |
Nine real-estate stocks tumbled by more than 7%:
九只房地产股跌幅超过7％：
| Name | 1-Day % |
| Opendoor Technologies Inc. (NYSE:OPEN) | -10.04% |
| Global Net Lease, Inc. (NYSE:GNL) | -9.83% |
| Peakstone Realty Trust (NYSE:PKST) | -9.26% |
| Hudson Pacific Properties, Inc. (NYSE:HPP) | -8.82% |
| Anywhere Real Estate Inc. (NYSE:HOUS) | -8.36% |
| Piedmont Office Realty Trust, Inc. (NYSE:PDM) | -7.77% |
| RE/MAX Holdings, Inc. (NYSE:RMAX) | -7.75% |
| eXp World Holdings, Inc. (NYSE:EXPI) | -7.63% |
| Douglas Emmett, Inc. (NYSE:DEI) | -7.44% |
| Office Properties Income Trust (NYSE:OPI) | -7.31% |
| 姓名 | 1 天% |
| Opendoor 科技公司（纽约证券交易所代码：OPEN） | -10.04% |
| 环球网络租赁有限公司（纽约证券交易所代码：GNL） | -9.83% |
| Peakstone Realty Trust（纽约证券交易所代码：PKST） | -9.26% |
| 哈德逊太平洋地产公司（纽约证券交易所代码：HPP） | -8.82% |
| 任何地方房地产公司（纽约证券交易所代码：HOUS） | -8.36% |
| 皮埃蒙特办公房地产信托有限公司（纽约证券交易所代码：PDM） | -7.77% |
| 瑞麦控股有限公司（纽约证券交易所代码：RMAX） | -7.75% |
| ExP World Holdings, Inc.（纽约证券交易所代码：EXPI） | -7.63% |
| 道格拉斯·埃米特公司（纽约证券交易所代码：DEI） | -7.44% |
| 办公物业收益信托（纽约证券交易所代码：OPI） | -7.31% |
Looking at different industries, regional banks and solar stocks fell the most.
从不同的行业来看，区域银行和太阳能股跌幅最大。
- The SPDR S&P Regional Bank ETF (NYSE:KRE) fell 4.7%, on track for the worst day since late January.
- The Invesco Solar ETF (NYSE:TAN) fell 4.5%
- SPDR标普地区银行ETF（纽约证券交易所代码：KRE）下跌4.7％，有望创下自1月下旬以来最糟糕的一天。
- 景顺太阳能ETF（纽约证券交易所代码：TAN）下跌4.5％
Eight regional bank stocks tumbled more than 7% Wednesday:
周三，八只地区银行股下跌超过7％：
| Name | 1-Day % |
| Lakeland Bancorp, Inc. (NYSE:LBAI) | -8.96% |
| Provident Financial Services, Inc. (NYSE:PFS) | -8.84% |
| Valley National Bancorp (NYSE:VLY) | -8.44% |
| ServisFirst Bancshares, Inc. (NYSE:SFBS) | -7.81% |
| New York Community Bancorp, Inc. (NYSE:NYCB) | -7.61% |
| OceanFirst Financial Corp. (NYSE:OCFC) | -7.58% |
| Flushing Financial Corporation (NYSE:FFIC) | -7.53% |
| Eagle Bancorp, Inc. (NYSE:EGBN) | -7.50% |
| 姓名 | 1 天% |
| 莱克兰银行有限公司（纽约证券交易所代码：LBAI） | -8.96% |
| 普罗维登特金融服务有限公司（纽约证券交易所代码：PFS） | -8.84% |
| 山谷国家银行（纽约证券交易所代码：VLY） | -8.44% |
| ServisFirst Bancshares, Inc.（纽约证券交易所代码：SFBS） | -7.81% |
| 纽约社区银行有限公司（纽约证券交易所代码：NYCB） | -7.61% |
| OceanFirst 金融公司（纽约证券交易所代码：OCFC） | -7.58% |
| 法拉盛金融公司（纽约证券交易所代码：FFIC） | -7.53% |
| Eagle Bancorp, Inc.（纽约证券交易所代码：EGBN） | -7.50% |
Read now: 'This Puts The Fed In Quite A Tricky Position': 7 Economists Weigh In On March Inflation Report
立即阅读： “这使美联储处于相当棘手的境地”：7位经济学家对3月份的通胀报告进行了权衡
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