周五早盘,美国股指期货走势缺乏方向性。投资者正在等待美联储主席沃什发表备受关注的讲话,同时科技股投资者在英伟达(NVDA

智通财经
Aug 28
周五早盘,美国股指期货走势缺乏方向性。投资者正在等待美联储主席沃什发表备受关注的讲话,同时科技股投资者在英伟达(NVDA.US)前一日带动板块上涨后开始获利了结。法国兴业银行分析师拉贾帕表示:“本周公布的核心PCE数据传递了一个非常明确的信息,即通胀实际上比我们预期的更加坚挺。”“如果综合来看今年的数据,就必须考虑尽快采取某种政策行动。”从历史来看,美联储主席在杰克逊霍尔的讲话并不是推动股市大幅波动的重要催化剂。自2000年以来,若没有伴随更大规模的货币政策转向,标普500指数在杰克逊霍尔会议结束后一周的平均涨跌幅仅为0.4%。阿波罗管理公司首席经济学家托尔斯滕·斯洛克预计,沃什周五不会提供前瞻性政策指引,但长期收益率可能出现变动。他在一份报告中写道:“无论他谈论政策框架和经济时说些什么,尤其是他如何看待通胀、失业率和中性利率,都可能推动长端收益率发生变化。”。

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