<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 交易在華爾街逐漸興起，伴隨着油價和國債收益率的上漲，以及芯片股的反彈推動指數創下新高。日本財政部長確認與美國在貨幣監測方面的持續合作。美國與伊朗仍處於僵局，而高盛則強調在與中國的貿易談判中，美元的高估問題。參議院正在推進凱文·沃什（Kevin Warsh）提名進入美聯儲董事會的程序，特朗普已推遲對牛肉進口的關税減免。中國人民銀行警告進口通脹風險，市場參與者預計加拿大央行將在 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 ...

- 油價和國債收益率上升，納斯達克指數創下新高。  
- 日本財政部長確認將與美國協調貨幣市場。  
- 美國和伊朗處於對峙狀態，雙方不願意恢復戰爭。

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

道瓊斯指數

道瓊斯公共事業指數

高盛

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

金融業 ETF - Vanguard

標普 500 指數股票型基金

能源業 ETF - SPDR

半導體 ETF - VanEck Vectors

費城交易所 半導體 ETF - iShares

大盤指數 MSCI ETF - Vanguard

2 倍做多彭博原油 ETF - ProShares

油氣開採 ETF - SPDR

能源業 ETF - Vanguard

美國 WTI 原油 ETF

美國油氣勘探與生產 ETF - iShares

標普全球能源股指數 ETF - iShares

油氣服務 ETF - Market Vectors

美國石油設備與服務 ETF - iShares

高科技指數 ETF - SPDR

標普油氣設備與服務 ETF - SPDR

美國布倫特原油期貨基金

標普半導體 ETF - SPDR

金融指數 MSCI ETF - Fidelity

美國經紀商&證券交易所 ETF - iShares

2 倍做多標普能源行業指數 ETF - ProShares

金融業 ETF - SPDR

道瓊斯指數 ETF - SPDR

煉油公司指數 ETF - VanEck Vectors

0-3 月國庫券債券 ETF - iShares

標普 500 ETF - Vanguard

彭博美元指數 做多 - WisdomTree

美國短期國債指數 ETF - iShares

Moderna

Inovio 制藥

諾瓦瓦克斯醫藥

GS Hldg R

道瓊斯凌晨 1 點的市場頭條：NACHO 交易正在華爾街逐漸成形 | 日本