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紀要符預期,核心PCE回落,美股連續反彈

延續週四漲勢,週五美股三大股指高開高走,納指漲幅擴大至2%,標普500指數漲1.5%,道指漲0.8%。新能源車、半導體板塊普漲。特斯拉(TSLA.O)漲超6%。此前,美聯儲決策者最關注的指標,核心PCE物價指數同比增長4.9%,預期4.9%,較前值5.2%有所回落。
延續週四漲勢,週五美股三大股指高開高走,納指漲幅擴大至2%,標普500指數漲1.5%,道指漲0.8%。新能源車、半導體板塊普漲。特斯拉(TSLA.O)漲超6%。此前,美聯儲決策者最關注的指標,核心PCE物價指數同比增長4.9%,預期4.9%,較前值5.2%有所回落。
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    Tonight, let's talk about the ambiguous techniques of the Federal Reserve.
    In the past few days, due to urgent matters, there have been no updates for several trading days, but fortunately, in the past few trading days, the market has finally relaxed, no longer panicking at every sound, no longer fearing the wind.
    On May 24th, Strategist Jun released "Market Watch: With more and more bearish voices, should we continue to panic?》一文,对当下市场进行了深度的分析,近期市场在暴跌以后,越发恐慌,看空的声音不绝于耳,从反人性的角度,谋士觉得,如此大规模的渲染恐慌,恰恰可能使得市场有望迎来反弹。
    事实上,市场也终于迎来了反弹,而主要的原因则是美联储近期在市场暴跌以后,开始安抚市场了,市场脆弱的情绪开始修复:
    1. 本周二因为Snapchat $Snap Inc (SNAP.US)$ 意外突然下调二季度业绩展望,认为二季度达不到4月份季报披露时候的展望下限,并把原因归咎于“宏观经济的恶化程度超预期”,时隔二十日下调业绩,并归因于宏观急剧恶化,直接导致市场陷入恐慌,这经济不过才过了二十多天就急剧恶化,叠加批量暴雷的零售股沃尔玛 $Walmart (WMT.US)$ 、塔吉特 $Target (TGT.US)$ The market is in direct panic.
    Snap plummeted 43% on the same day, hitting the largest single-day drop since its IPO, and...
    Market Insights: Hawks among Doves, is the Federal Reserve compromising with the market?
    Market Insights: Hawks among Doves, is the Federal Reserve compromising with the market?
    Market Insights: Hawks among Doves, is the Federal Reserve compromising with the market?
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