Nasdaq sets record high on Al optimism, oil drops below $100
The tech-heavy Nasdaq hit an intraday record high for the first time since June on Tuesday, while oil prices hit two-week lows as supply showed signs of improving in the Middle East.
Stocks rise on Al optimism; lower oil helps bonds
Global stocks rose on Monday, recovering some poise, as evidence of booming Al demand lifted tech shares and oil retreated on reports that more supply was leaving the Gulf
Global shares edge higher as central banks double down on inflation fight
An index of global equity markets edged higher on Friday, as losses in Europe were partly offset by late gains on Wall Street, with markets ending a turbulent week marked by a global push by central banks to quell inflation
Asian stocks rose on Friday, helped by lower oil prices while investors grappled with global central bank efforts to rein in inflation, as Japan added another rate hike, albeit with a dovish twist that pushed the yen lower.
Morrow Codes retweeted
bitcoin:native 卡在 $75-76K,恐贪指数掉进中性
加息落地后 BTC 现价 $75,937,24h 只涨了 0.6%,但 7 天还是 -2.7%。说白了就是超跌反弹,不是反转。
有意思的是恐贪指数从前一天的 69(贪婪)直接砸到 51(中性)。情绪凉得很快。
技术面上,73.5−75.6K是多头死守的支撑区,昨晚测试了但没破。真要日线收在下面,分析师看到的第一目标是71K,极端模型甚至 $66.9K。
总市值 $2.68T,BTC 主导率 56.84%——资金没走,只是在等方向。
#ETH #比特币 #Bitcoin #Crypto
今晚美东 2 点(北京时间明早),美联储锤子落下。加息 25bp 概率 92%+,基本板上钉钉。
重点根本不是加不加——加 25bp 从 3.50-3.75% 到 3.75-4.00%,市场几周前就计价了。真正杀机在点阵图。
10Y 美债已经破 5%(盘中 5.04%,2007 年来最高)。无风险收益杵在那,所有不产生现金流的高估值资产都在排队挨锤。
但有个反直觉的规律:过去 18 个月 4 次"已计价加息", bitcoin:native 在 48 小时内都反弹了 4-8%——不确定性落地,空头回补,缓解性反弹。
今晚你盯的是利率数字,还是鲍威尔那 30 分钟发布会?评论区押一边。
#FOMC #Bitcoin #Macro #Crypto
Investors nervous about
Al spending slowdown after industry warnings
Investors are showing some nervousness over the stock market's
Al-led rally after industry leaders called for reining in the pace of development - although some say guardrails could ultimately benefit
Share markets slid in Asia on Monday, dragged down by Al stocks, while supply concerns in the Middle East caused oil prices to spike anew, and investors braced for likely interest rate hikes in both the United States and Asia
Morrow Codes retweeted
Oil falls but head for 8% weekly gain on tight supply; US diesel hits record
Oil prices fell on Friday but remained on course for a weekly gain of more than 8%, while U.S. diesel prices hit a record high as attacks along Middle East shipping routes stoked concerns about prolonged supply disruptions.
























