美股频道 Stock USA

2022-03-02 03:48:31 散户又赢了吗? Retail traders have switched from calls into puts lately. The ratio between puts and calls with retail has exploded to the upside lately. 打开/如何

2022-03-02 03:48:03 The ongoing Russia/Ukraine conflict is closest to the invasion of Kuwait by Iraq back in 1990. A quick glance at the numbers shows that the current conflict has the potential to impact the world's economy far more than the Gulf War did back then. What surprises us therefore is the complacency with which the equity market seems to be looking at the current conflict. From the date of invasion, most equity indices have barely moved, while they fell between 20% and 30% back in 1990. Even if we start counting from this year's peaks (which would mean including in the performance, the market's reaction to an outlook of rising interest rates… something that has nothing to do with the Russia/Ukraine conflict), SMid-Cap indices have lost only a third of what they did back in 1990 打开/如何

2022-03-02 02:59:23 打开/如何

2022-03-02 02:57:35 打开/如何

2022-03-02 02:57:24 打开/如何

2022-03-02 02:56:42 粮价会大涨吗？After a drought that shrank South American crops this winter, world stocks are already at their tightest levels in decades, and the lack of vessels on the Black Sea region promises to pull prices higher as traders scrape for supply. So far, good crushing margins are keeping operations afloat and demand is firm, but several questions about supply are still unanswered. 打开/如何

2022-03-02 02:56:17 美国滞涨风险进一步加剧 U.S. economic data for the first quarter of 2022 have been so weak that the Atlanta Fed’s GDPNow tracker shows a 0.0% reading for GDP growth based on data released through today. The nowcast for 1Q real personal-consumption expenditures growth increased from 1.6% in the prior week to 2.3% on the back of an upbeat ISM manufacturing print. But the negative contribution of net exports to the nowcast more than offset consumption, sending the GDPNow figure down from a paltry 0.6% to its flatline level. With food and energy prices spiking, the increasing risk of stagflation is a concern ahead of the March 17 FOMC policy announcement. 打开/如何

2022-02-28 00:48:55 打开/如何

2022-02-28 00:44:16 近期国债国债收益率曲线越来越平了 The U.S. Treasury yield curve has flattened, signaling investors foresee slower growth and ongoing inflation.

长期国债收益率常被拿来检视该国景气通胀状况，短期则常被拿来预测该国利率决策，两者利差可代表着景气循环的四个阶段：https://sc.macromicro.me/collections/34/us-stock-relative/398/us-10-2-yield-curve-gspc 打开/如何

2022-02-28 00:43:34 这算利好还是利空DWAC? https://www.reuters.com/world/us/trump-wins-cpac-conservative-meetings-2024-presidential-straw-poll-2022-02-27/ 打开/如何