<div id="readability-page-1" class="page"><div> The NACHO Trade Is Taking Shape on Wall Street Oil prices and Treasury yields are rising, while an extended chip-stock rally helped nudge indexes to new records. ---- Japan Finance Minister Confirms Continued Coordination with U.S. on Forex The U.S. and Japan have reaffirmed their commitment to working closely together to monitor the currency market, Japan's finance minister said after meeting with Treasury Secretary Scott Bessent. ---- U.S. and Iran Are Locked in a Stalemate That's Neither Peace Nor War The two sides are far apart from a deal but also don't want to resume fighting. ---- As Trump heads to China, here's how much the dollar is overvalued, according to Goldman Sachs China may allow its currency to succumb to upward pressure as part of its trade negotiations with the U.S. The renminbi is cheaper than it has been for several decades, according to GS forex strategists ---- Senate Advances to Final Vote on Kevin Warsh Nomination to Fed Board The Senate took another procedural step toward confirming Warsh as the next Federal Reserve chair. ---- Trump Delays Move to Lower Tariffs on Beef Imports The administration was set to suspend tariff-rate quotas on all beef-exporting nations. Beef prices have climbed steadily since Trump took office. ---- China Central Bank Warns on Imported Inflation Risks The People's Bank of China said in its first-quarter monetary policy report that imported inflation risks require &#34;close monitoring.&#34; ---- Market Participants Eye March 2027 for Next Bank of Canada Rate Increase Market participants appear undaunted by the risk of accelerated inflation from the Middle East conflict, and remain convinced the Bank of Canada won't budge on interest rates until next year, according to a survey. ---- U.S. Employment Trends Index Ticked Up in April The Conference Board's Employment Trends Index rose to 105.77 in April, from a downwardly revised reading of 105.52 in March. ---- Housing Market's Spring Is Shaping Up as a Bust After April Sales Were Flat Existing-home sales edged up 0.2%, well below economist expectations and extending the industry's long slump. ---- Gasoline Prices Aren't the Only Inflation Threat. Watch Housing Costs. Economists say distortions tied to the 2025 government shutdown could cause shelter inflation to accelerate in April, complicating the Federal Reserve's fight against rising prices. ---- Moderna Stock Loses Steam. Hantavirus Trade Fizzles as Officials Dismiss Pandemic Risk. Inovio Pharmaceuticals and Novavax stocks pare back earlier gains as the rally loses enthusiasm. <pre></pre> (END) Dow Jones Newswires May 12, 2026 01:15 ET (05:15 GMT)Copyright (c) 2026 Dow Jones &amp; Company, Inc.</div></div>

西方石油

GS-C

GS-A

NACHO 交易在华尔街逐渐兴起，伴随着油价和国债收益率的上涨，以及芯片股的反弹推动指数创下新高。日本财政部长确认与美国在货币监测方面的持续合作。美国与伊朗仍处于僵局，而高盛则强调在与中国的贸易谈判中，美元的高估问题。参议院正在推进凯文·沃什（Kevin Warsh）提名进入美联储董事会的程序，特朗普已推迟对牛肉进口的关税减免。中国人民银行警告进口通胀风险，市场参与者预计加拿大央行将在 2027 年 3 月加息

Dow Jones Top Markets Headlines at 1 AM ET: The NACHO Trade Is Taking Shape on Wall Street | Japan ...

- 油价和国债收益率上升，纳斯达克指数创下新高。  
- 日本财政部长确认将与美国协调货币市场。  
- 美国和伊朗处于对峙状态，双方不愿意恢复战争。

MorningStar

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

道琼斯指数

道琼斯公共事业指数

高盛

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

金融业 ETF - Vanguard

标普 500 ETF - SPDR

能源业 ETF - SPDR

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

大盘指数 MSCI ETF - Vanguard

2 倍做多彭博原油 ETF - ProShares

油气开采 ETF - SPDR

能源业 ETF - Vanguard

美国 WTI 原油 ETF

美国油气勘探与生产 ETF - iShares

标普全球能源股指数 ETF - iShares

油气服务 ETF - Market Vectors

美国石油设备与服务 ETF - iShares

高科技指数 ETF - SPDR

标普油气设备与服务 ETF - SPDR

美国布伦特原油期货基金

标普半导体 ETF - SPDR

金融指数 MSCI ETF - Fidelity

美国经纪商&证券交易所 ETF - iShares

2 倍做多标普能源行业指数 ETF - ProShares

金融业 ETF - SPDR

道琼斯指数 ETF - SPDR

炼油公司指数 ETF - VanEck Vectors

0-3 月国库券债券 ETF - iShares

标普 500 ETF - Vanguard

彭博美元指数 做多 - WisdomTree

美国短期国债指数 ETF - iShares

Moderna

Inovio 制药

诺瓦瓦克斯医药

GS Hldg R

道琼斯凌晨 1 点的市场头条：NACHO 交易正在华尔街逐渐成形 | 日本