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cover of episode Bears hang in at key levels as Palantir rides the retail whirlwind

Bears hang in at key levels as Palantir rides the retail whirlwind

2025/5/6
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Ole Hansen
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主持人: 美国股市空头行情依然存在，关键阻力位未能突破；欧洲股市表现强劲，与美国形成对比；亚洲货币市场波动剧烈，美元兑人民币汇率以及其他亚洲货币的走势可能与美国对贸易逆差的关注以及即将进行的贸易谈判有关；金价强劲反弹，可能与中国市场复苏有关；Palantir公司股价下跌，显示其估值过高；加密货币市场可以作为风险情绪的领先指标；AMD公司股价下跌，显示价格对股价的影响；日元汇率近期有所上涨，但其长期价值被低估；美国国债市场稳定性担忧导致美元兑日元汇率走势与美国长期利率脱钩；美联储可能在今年进一步降息，除非特朗普改变关税政策；美国3月份贸易逆差数据可能反映出企业为规避关税而提前进行的活动；美国股市与2008年金融危机期间的走势存在相似之处，空头市场依然存在。 Ole Hansen: 原油价格下跌，部分原因是OPEC+增产以及市场预期；沙特阿拉伯希望通过增产来重新获得市场份额，并控制其他产油国的产量；美国页岩油产量增长放缓，这将有助于沙特阿拉伯重新获得市场份额；沙特阿拉伯降低油价可能与削弱俄罗斯战争能力有关；中国投资者对黄金的需求强劲，这是金价上涨的主要驱动力之一；亚洲市场对黄金的需求强劲，导致金价在亚洲交易时段上涨；各国央行对黄金的需求是金价上涨的另一个重要因素。

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Today's slide deck: https://bit.ly/3Sn9Ook)   -

Today we discuss the US bearish case remaining intact as key resistance has held, signs that Palantir may finally be paying the price for its bubbly valuation, the latest rip in gold prices and drivers there, as well as in crude oil, the outlook for JPY,  an FOMC preview and outlook for Fed policy the rest of this year, the latest must reads and so much more. Today with Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.

 

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