財經零距離 – 5/6/2022
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【市場更新】
1.週三聯邦市場公開委員會宣布升息0.5%，原本即在市場預料之中，再加上聯準會主席Jerome Powell表示未來一次升息0.75%的可能性不高，激勵了股市、特別是科技股。標普500週三上漲近3%，但週四開盤旋即下跌，完全抵消週三的漲幅。部分新聞媒體認為民眾並不相信Jerome Powell鴿派的論調，依然擔心未來可能快速升息。
- 超賣後的反彈及快速上漲後的出清是更為合理的解釋: 新聞媒體的說法有可能是對的(投資人睡了一覺後開始懷疑Jerome Powell)，但更有可能的是在跌深後，Jerome Powell的發言並沒比想像中更糟，所以週三反彈。但週三反彈強勁，許多投資人迥四乘機出清，純粹是技術面的考量。
- 各方企圖消弭通貨膨脹，經濟衰退機率大增: 除了聯準會升息的貨幣政策外，拜登政府表示將在九月底前大幅縮減財政赤字以控制物價上漲。在不同政策都積極想要控制通膨情況下，如果無法因應未來經濟狀況即時調整政策，很有可能引發美國以及全球的經濟衰退。
2.週五公布的就業報告表現強勁，四月新增428,000就業人數，失業率維持在3.6%，僅略高於疫情前的3.5%。就業報告屬落後指標，報告表現好是好事，但對預測股市發展及未來經濟狀況幫助有限。
3.眾多企業表示消費者不願再吸收日漸升高的售價。除了反映未來企業將被迫吸收日益增加的成本，也可能顯示成本升高->物價上漲->民眾要求加薪->進一步拉高成本的通貨膨脹循環將緩和。
4.俄羅斯以美元支付美元計價公債，暫時迴避違約危機。
圖片來源：網絡，版權歸原作者
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