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聊一聊:“加息预期退潮”?美股会迎来本周开门红吗?

Let's have a chat: “Expectations of interest rate hikes are declining”? Will US stocks have a good start to the week?

富途資訊 ·  Jun 27, 2022 18:16

Before the U. S. stock market opened on June 27, the three major stock index futures rose collectively.

Hot Chinese stocks, which rebounded strongly last week, continued to rise before trading, except for new energy car stocks.$Li Auto Inc. (LI.US) $$XPeng Inc. (XPEV.US) $Share prices fell slightly before trading.

Gold stocks rose slightly$Hamoni Gold (HMY.US) $$Jintian (GFI.US) $$AngloGold Ashanti (AU.US) $All rose by more than 2%.It was reported over the weekend that the G7 Group would announce a ban on the import of Russian gold.

$Nike Inc (NKE.US) $The stock is up about 1%, and the stock will report financial results for the fourth quarter of fiscal 2022 after u.s. stocks opened on Monday. The stock is down 32% so far this year and 17% in the past 12 months, both of which lag behind the s & p 500.

Last FridayAs indicators of long-term inflation expectations at the University of Michigan fell and St. Louis Fed Chairman Brad stressed that recession risks were "overstated", the three major US stock indexes opened higher, while the FTSE Russell's annual reshuffle in late trading pulled a series of stocks up, adding icing on the cake to the market.

Quincy Krosby, chief securities strategist at LPL Financial, said the market was oversold last week, so it was time to rebound.We have seen oil prices fall along with other commodity prices.The trend of the market is reflecting at least a significant slowdown, if not a complete recession.

In addition, it has been pointed out that this weekTwo major factors may push US stocks to continue to rebound.First, while digesting the Fed's hawkish expectations of raising interest rates, the market has also increased expectations of a recession (that is, to stop raising or even cutting interest rates). Second, this month and this quarter, there may be about $30 billion of US equity assets will usher in a net inflow of US pension rebalancing (adjusted according to market performance), which Goldman Sachs Group believes could push US stocks up 7 per cent.

Niu friends, do you agree with the above point of view that "interest rate hikes are expected to ebb"?

Will US stocks get off to a good start this week?

Welcome to the comments area for passionate exchange!

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The translation is provided by third-party software.


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