SignalPlus宏观分析(20240326)：宏观经济情况不明朗，风险情绪依旧高涨

Odaily星球日报Pubblicato 2024-03-26Pubblicato ultima volta 2024-03-26

Introduzione

本周因假期缩短，市场交易活动放缓，交易量约为正常水平的 70-80% 。在股市方面，最近的涨势使得SPX指数已经达到了许多华尔街预测的年终目标价格。

本周因假期缩短，市场交易活动放缓，交易量约为正常水平的 70-80% 。近期的焦点大多集中在外汇市场，特别是人民币和日圆，在最近的中国人民银行和日本央行会议之后，这两种货币都开始走软。

SignalPlus宏观分析(20240326)：宏观经济情况不明朗，风险情绪依旧高涨

两种货币的波动率均有所增加，而随著交易员为中国可能推出的更多宽松政策做好准备，人民币/离岸人民币的波动尤其显著，市场将特别关注 7.30 左右的水平，这与过去 6 个月出现的高点一致。

SignalPlus宏观分析(20240326)：宏观经济情况不明朗，风险情绪依旧高涨

在美国市场，亚特兰大联储的 Bostic 重申了自己的鹰派立场，表示他预计今年只会降息一次，只要经济保持稳定，美联储就可以耐心等待。而理事 Waller 在周三的演讲可能是本周的重头戏，因为 Powell 在周五的演讲将会发生在美国休市之时。快速回顾一下，Waller 从 2 月开始就已经对降息时机表示“不需要著急”，进一步重申这一观点将引发人们的质疑：Powell 是否开始失去其鸽派主张的共识。

SignalPlus宏观分析(20240326)：宏观经济情况不明朗，风险情绪依旧高涨

在股市方面，最近的涨势使得 SPX 指数已经达到了许多华尔街预测的年终目标价格，导致策略分析师们争先恐后地更新预测，随著 EPS 上修，远期市盈率倍数也有所扩大，接下来，除非 CPI 真的非常超出预期，或者经济突然崩溃，或者美联储在未来几个月内出现鹰派转向，否则风险情绪很有可能会继续保持高涨。

SignalPlus宏观分析(20240326)：宏观经济情况不明朗，风险情绪依旧高涨

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Letture associate

GLM Hits a Trillion, Will DeepSeek Be Far Behind?

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GLM Hits a Trillion, Will DeepSeek Be Far Behind?

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Infamous MEV Bot JaredFromSubway Drained For $7.5 Million

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Infamous MEV Bot JaredFromSubway Drained For $7.5 Million

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Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

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