泡沫中的平稳市场

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美股市场并未因贪婪而受到惩罚。与之相反,美股市场因进一步上涨而胃口日益大开,无视疫情泡沫之外的任何可能的不利因素。

我们在互联网泡沫时并未使用“泡沫”一词(尽管这适用于市场的某些部分)。相反,我们在NBA球场使用这个词,因为球场被严格监管/控制以防止出现破坏性的结果。

美联储主席鲍威尔是执行者,确保股市能够平稳运行。与此同时,国会类似于彼此争辩交易条款的球队总经理们,但是他们最终会采取他们认为为球队带来最佳效益的方式。

球队的总经理们在2020年底忙碌了起来。众议院昨晚以275票对134票通过了将财政刺激支票提高到2000美元的方案,同时投票否决了总统对国防授权法案的否决。

球接下来在参议院的脚下。市场预期增加财政刺激支票无法获得参议院的支持,不过对国防授权法案的否决将获得支持。

此外,据CNBC报道,参议院多数党领袖麦康奈尔将于12点在参议院就财政刺激法案发表演说。

从有利于市场的角度而言,如果参议院令人震惊地同意修改财政刺激法案,那么给予个人支票的金额只会增加。不过因为总统已经签署了已通过对法案,600美元的个人支票木已成舟。

无论如何,在企业新闻较少的年底,政治新闻为财经媒体提供了素材。

今天就是这样的情况,公司新闻看起来就像是NBA球场板凳席上的第12位球员,从新闻头条角度看并没有什么波澜。

波音公司的737 MAX复飞是今天不多的受到关注的公司新闻之一,经过漫长的安全审核后,美国航空公司执飞了2019年3月以来首次737 MAX的商业飞行。

总体而言,没有能够推动期货市场看涨偏好的新闻。推动看涨偏好的是市场自己的动能以及对市场在表现良好的今年肯定获利的信念。

标普500指数期货目前上涨14点,交易价格高于公允价值0.4%;纳斯达克100指数期货上涨58点,交易价格高于公允价值0.5%,道琼斯工业平均指数期货上涨125点,交易价格高于公允价值0.5%。

对于主要指数而言,这是颇为一致的信号,但是NBA泡沫中的生活是精心策划以保证整个赛季能够不受干扰的顺利进行。

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