市场唯一的不变就是随时在变!
综合前篇文章的宏观经济分析，美国通胀维持温和增速(指市场预测的12月核心PCE物价指数)，配合经济稳定增长(亚特兰大联储的GDPNow模型预估美国第四季GDP为2.2℅)的情况未变，这是有利多头回温的因素，但美国国债收益率曲线倒挂幅度收殓，市场流动性收缩，金融环境恐重回紧缩状态，甚至开始引导经济走向超预期放缓风险。从技术面来看，美股上周站上1月5日的短线压力16576，初步有转强迹象，但若无法重新收复17050关键转折压力，美股在金融环境转为负向背景下仍存在重新下行概率，除非美债收益率曲线倒挂重新扩大，或后续即将公布的第四季企业财报好于市场预期，美股或能突破关键压力重拾多头波段涨势。
#SPX500#、#US30#、#GER30#、#EUR/USD#、#AUD/USD#、#GBP/USD#、#HSI# 、#AUD/USD# #USD/CAD#
Edited 18 Jan 2024, 21:43
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.