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AC资本市场:尴尬PCE通胀未能创造新趋势,非农数据或将重燃动能

2023-09-01 01:09:09

周四晚间,美国经济分析局(BEA)公布了7月PCE指数,该指数实际数值与市场预期完全相符(核心增幅4.2%、总体增幅3.3%),所以并未对美国股市带来明显方向,导致道指和标普500指数小幅收跌(其中道指终结四连阳),但纳斯达克指数却倔强上行,录得了小幅增长。


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所谓PCE指数,即个人消费支出物价指数,是美联储更为青睐的通胀指标,因为PCE指数所衡量的是全美范围内所有家庭的消费支出情况,而劳工统计局(BLS)所衡量的则只是城市地区。


受此影响,纳指(NAS100)和标普500指数(SPX500)分别继续保持上行态势,其中NAS100在突破15,079阻力位后仍然显得充满活力,而SPX500则收复了4,500大关。

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SPX500 1h



进入本交易日,全球投资者将重点关注的将会是澳洲东岸时间22:30的美国非农业就业人口数据(NFP)。目前市场预期7月数据(17万)将小幅低于前值(18.7万),如果实际情况符合预期,那么汇市和股市或将再度面临模棱两可的处境。

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NAS100 4h


但是,如果实际数据高于预期,那么美元或将再次获得上行动能,而股市或面临承压下行。反之,美元可能面临进一步回调(美元指数退向102),而三大股指则有望在9月的第一个交易日录得开门红(上涨)。




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