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美股半日市道指低收標指及納指破頂 @ 2024-07-06T Back Hot News
Keyword:通脹 美股 新高 減息 聯儲
Concept:
早前加拿大央行減息,被華爾街唱好,理由是聯儲局很快跟隨,可是稍後加拿大公布的CPI數據達2.9%,大幅高於市場預期的2.6%,令加拿大再次減息的預期降溫,當然華爾街對此就不欲多談。有一些分析認為,北美洲許多民眾對政府公布的CPI數據只有2-3%不以為然,因為事實上他們感覺到現實的通脹遠遠高於政府所公布,這可不是什麼新鮮事,問題是目前物價(特別是必需品例如食物和服務業)上升的速度已經令許多人出現吃不消而被迫改變生活習慣。餐館濫收小費之余,但服務態度卻較未加價之前更惡劣;泳池打理的費用直線上升,維修員亂開價,令大宅業主也吃不消,寧願把水排走關閉泳池省卻開支,一些人般到較遠的區分居住,再減少外出用膳的次數。另一方面,AI浪潮確實淘汰大量文職崗位,連電腦程式員都成為被裁減對象,其實2022年不少大企業都出現裁員潮,被裁的人收了肥雞餐的也吃得七七八八,開始感受到真正的生活壓力,可能未撐得到美國大選,美股已出現更大調整!
美國聯儲局主席鮑威爾指在對抗通脹取得進展,但在展開減息前需要對通脹向2%目標可持續回落有更大信心。美股三大指數隔晚(2日)造好,標指及納指創收市新高。亞太區主要股市今早(3日)普遍上升,印度孟買指數首次升破8萬點大關。

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