昨天市场上股指表现整体平淡，之前一个交易日几家公司Q3财报均低于预期，整个半导体板块都受到了影响，能源和地产表现也相对较弱。UST上有一定走强，多少受到Bostic讲话的影响。商品上继续是油铜表现分化。
昨天的数据层面依旧是市场不太care的状态， 首申为23.3万，低于预期，续申高于预期。耐用品订单环比增长0.1%，高于预期，但核心资本货物订单环比增长0.6%，低于预期。此外，个人消费同比增长1.5%，低于预期。Kansas制造业综合指数为-8，低于预期。数据上整体比较mix，不过对于市场情绪的影响相对有限。Fed上，Bostic表示，预计今年Q4降息一次，明年或降息四次。整体来看，市场最近比较缺乏方向感，需要看看今天的PCE会不会形成新的带动。此外就是今天早上9点的Biden和Trump的对骂liveshow，这个开始之后市场会更多开始关注election的问题了。
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