( 图片来源:《澳华财经在线》) Author : David Niu Based on the situation observed on 5th Aug 2024 Monday, the global markets appear to be pricing in the possibility that the U.S. economy might not achieve a soft landing and may even enter a recession. Some media outlets have reported that the sharp decline in the stock markets could be related to traders betting that the Federal Reserve might start cutting interest rates within the next two weeks. Regarding the future trajectory of the stock markets, the potential confusion or market divergence lies in whether the recent sharp drop inmajor indices is a normal correction after reaching new highs or signifies the end of this super upward cycle since the pandemic. Using the Nasdaq index as an example, the post-pandemic upward cycle might be divided into several phases: Phase One: From March 2020 to December 2021, an upward movement lasting 21 months. If this rise is considered Wave 1, the subsequent decline from January to October 2022 can be seen as Wave 2 ( 10-month correction). Phase Two: From the end of October 2022 to the present, the upward movement lasting 22 months should be considered Wave 3. In terms of time, it has met the criteria, but the extent has not reached the level of Wave 1 from March 2020 to December 2021. This discrepancy in wave pattern and extent is the source of confusion. A puzzle facing us in the near term is whether there might be a possibility of a sharp reversal upwards after this rapid drop, thus perfectly concluding the 3-wave rise from October 2022 to the present, followed by a Wave 4 correction? Written by David Niu / ACB News (www.acbnews.com.au) on 5th Aug 2024 Disclaimer: The information provided herein is for informational purposes only and should not be considered financial advice. The views and opinions expressed are solely those of the author and do not necessarily reflect the official policy or position of any agency or organization. Market conditions and financial instruments can change rapidly and unpredictably, and any investment decisions should be made based on thorough research and consultation with a qualified financial advisor. The author assumes no responsibility for any financial decisions made based on the information provided in this publication. 延伸阅读: 《Hashan De Silva: 4年20倍“牛股猎手” 背后的传奇故事》 《【原创】人就在江湖,江湖怎会远?——二季度澳大利亚能源行业各大门派巡礼》 《【原创】 风起青萍之末 浪成江湖之上:澳大利亚能源江湖的未来之路》 《矿业巨头FMG周二再现场外大宗交易 股价大幅下挫 单日市值蒸发超过60亿 未来走势引人注目 (更新)》 《上市公司年报披露拉开帷幕 趋势交易者迎来“高风险窗口期”》 《关税、数据安全和全球合作:驾驭电动汽车市场的地缘政治因素》 《澳大利亚联邦科工委CSIRO :研发、投资和全球合作是澳发展关键矿产的重中之重》 《【异动股】Peak Rare Earths (ASX:PEK)飙涨20%:盛和资源拟以9600万澳元投资入股坦桑尼亚稀土项目》 《Zip Co Limited (ASX: ZIP)预计FY24财年现金EBTDA在6700-7000万之间 下周起重返ASX200成分股》 《澳股步入多头亢奋宣泄期 新高不断被改写 “以大为美” 难掩小盘股潜流暗涌》 【小编贴士:】手机端阅读时,点击文章页面左上Logo即可返回首页阅读。祝读者朋友天天健康、开心!工作投资顺利。 免责声明:市场有风险投资需谨慎!本网所发所有文章,包括本网原创、编译及转发的第三方稿件及评论,均不构成任何投资建议,交易操作或投资决定请询问专业人士。 (郑重声明:ACB News《澳华财经在线》对标注为原创的文章保留全部著作权限。澳大利亚境内任何媒体、企业网站或App的任何形式转载前,必须获得本网授权或经相关安排,转载事宜请邮件联系本网。未经本网授权或书面同意的转载——无论直接转载或通过第三方转载,均视为侵权!侵权必究!) |