The NFP release was delayed due to the government shutdown in the US, so volatility was muted across the board, as the only important economic driver published was the US services PMI, which was slightly lower than forecasted (50 instead of 51), but still indicated a positive development. Despite the absence of official data from the US labor market, investors maintain a mildly positive sentiment as private sector indicators show rather a consolidation of hiring and new payrolls, than their growth or decl ...

"股市的风险承担行为有些过热，未来几个月回报可能更为平淡，"彭博情报高级美国股票策略师迈克尔 ·卡斯珀在电话中表示，"但这并不一定意味着即将出现大规模抛售。情绪可能会在当前水平徘徊一段时 间，这或许会让下半年的股市走势更加颠簸。" 智通财经APP获悉，美股的强劲反弹或许即将降温，这让股市多头又多了一个担忧的理由。彭博情报市 场脉搏指数（Bloomberg Intelligence Market Pulse Index）上月触及"狂热"区间，表明投资者情绪可能已 过热。该指数综合了市场广度、波动率和杠杆率等六项指标，用以衡量投资者情绪。当指数进入过热区 间时，未来三个月的回报往往会走弱。 在此之前，标普500指数从4月低点反弹近30%，尽管美国经济和劳动力市场已显现疲软迹象。投资者情 绪调查显示，美国市场的乐观情绪正攀升至警戒水平。就在本周，华尔街策略师们接连发出警告，称股 市可能面临回调。 季节性因素更让多头雪上加霜。8月和9月历来是标普500指数表现最差的两个月。上周五的就业报告显 示劳动力市场降温，周二公布的美国服务业民间数据则显示产出放缓、价格压力上升——与此同时，美 国总统唐纳德·特朗普推行的关税政策 ...