Group 1 - The recent sell-off in U.S. stocks, bonds, and currency has paused, but market participants remain tense, anticipating potential renewed selling [1][3] - The U.S. dollar's depreciation trend has been halted, with the dollar index recovering from around 97 to the 99 range [1] - The "MOVE index," which reflects expected volatility in the U.S. bond market, remains high at around 105, indicating ongoing market uncertainty [4] Group 2 - The S&P 500 index rose to 5525.21 points, surpassing the previous two-day high, yet the VIX index remains elevated at 24.8, suggesting continued market apprehension [6] - Many investors predict a recession in the U.S. within the next year, despite the stock market not yet reflecting this downturn [6] - The upcoming U.S. employment data on May 2 is deemed extremely significant, as it may influence Federal Reserve interest rate decisions [6][7] Group 3 - The Federal Reserve's interest rate cut expectations for May are around 10%, with June's expectations at about 60%, indicating a cautious outlook [7] - The Bank of Japan is expected to maintain its policy rate, with no immediate changes anticipated unless trade negotiations progress [8]
美国股债汇“三杀”结束了吗？
3 6 Ke·2025-04-29 05:24