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cover of episode A possibly pivotal Friday

A possibly pivotal Friday

2025/5/9
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Saxo Market Call
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John J. Hardy
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我观察到美国股市正处于关键水平。纳斯达克100指数和标普500指数都测试了200日移动平均线，并出现了诸如十字星等技术形态，显示市场存在不确定性。美英贸易协议虽然降低了市场不确定性，但也破坏了WTO旧秩序，为未来的贸易谈判设定了先例。该协议对某些行业（如国防和汽车）有利，但也保留了对大多数产品的10%关税。英国方面则同意对美国牛肉和乙醇实行零关税。迪士尼和谷歌的财报也反映了市场的一些趋势。即将到来的周末，中美贸易谈判将是重中之重，结果难以预测。考虑到韩国和日本与美国的谈判情况，中美谈判可能旷日持久。中国4月份的出口数据显示，尽管对美国的出口下降，但对其他地区的出口大幅增加。加密货币市场近期走势强劲，可能预示着整体风险情绪的回升。美元汇率处于关键支撑位，美元兑日元汇率也面临关键阻力位。英镑汇率受风险情绪影响较大，欧元兑英镑汇率也处于关键水平。下周，美国CPI和零售销售数据将公布，沃尔玛的财报也将值得关注。

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No slide deck today as we are trying out a new quick turnaround format for some days. Let us know how you feel about it and always happy for feedback: Reach out to as at [email protected]) 

Today: extremely pivotal technical levels across US equities and in currencies ahead of a weekend that will see US-China trade talks kicking off (and where hopes are probably too high for significant developments). Also: coverage of the UK-US trade deal and what it really represents and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

 

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here).

Click here to open an account with Saxo).