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cover of episode A bit too much perfection in the price?

A bit too much perfection in the price?

2025/6/27
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John J. Hardy: 我觉得美国股市的强势表现让我感到不安，市场可能已经price in了过多的完美预期。未来存在很多不确定性，比如贸易协议的最终形态以及对经济的实际影响。盈利季也可能带来不确定性。此外，地缘政治风险，如伊朗-以色列局势，以及季度末因素也可能对市场产生影响。目前市场缺乏背离迹象，不像之前那样。比特币和特斯拉的表现不佳可能预示着风险。Palantir的股价走势也显示出疲态。总之，我认为市场可能已经过热。

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Today's slide deck: https://bit.ly/4kcqDOm)   -

Today, wondering if the US market is pricing a bit too much perfection and complacency, though hard to find any specific flashing red lights. Also, a rundown of the weak USD picture, gold chart technicals, Nike earnings, a profile of two interesting companies on a crazy moonshot, this week's must reads and listens and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

 

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