在联邦储备委员会就利率作出决定之前,股票市场仍处于等待中。Citadel的Ken Griffin,他的对冲基金去年为客户赚取了创纪录的160亿美元,越来越关注信贷交易,为美国可能的经济衰退做准备。 "我们对2024年更加谨慎,"这位亿万富翁和Citadel的创始人说道,他补充说,全球最大的经济体很可能无法避免今年的衰退。 "我们将把信贷市场视为机会来源。信贷应该成为今年底和明年的盈利重要机会。
Griffin said that his hedge fund pays special attention to the high-yield credit market, combining long and short strategies. He expects the Federal Reserve to raise interest rates again this year and then suspend the increase for a long period of time.
The current base forecast of a number of economists assumes that a recession in the United States will begin in the third quarter, while many analysts estimate the probability of its occurrence within the next 12 months at 65%.
Pre-market
The fact that many high-tech companies have shifted their focus to AI is helping NASDAQ move up by leaps and bounds this year.
Shares of Advanced Micro Devices Inc. rose in pre-market trading in the United States after the chip maker demonstrated its planned line of AI processors. AMD shares in pre-market have already risen by 3.07%, almost covering yesterday's negative close of 3.12%.
Tesla Inc. 在过去几周的增长中已经增加了 2400 亿美元的市值,需求似乎并没有减弱。在盘前交易中,股票已经上涨了 5.3%,在昨天的常规交易中上涨了 8.88%。
Shell Plc 的股票上涨了,因为该石油公司宣布增加股息。在盘前交易中,股票上涨了 2.14%,看起来增长将继续。
就标普500指数的技术图形而言,需求仍然相当高。买家有机会继续上升趋势,但牛市需要全力保护4320美元,从那里可能会再次飙升到4350美元。牛市的另一个优先任务是控制4375美元,这将有助于巩固牛市。如果风险偏好在美联储会议前下降而导致下跌,买家必须在4320美元附近宣布自己。突破将迅速将交易工具推回4290美元,并开启通往4175美元的道路。