美国股市涨跌互现

昨天美元相对保持稳定, 可能会小幅走高, 因为市场对长期收紧货币政策的预期趋于增强. 随着收益季节的全面展开，昨天美国股市呈涨跌互现迹象. 我们从银行业获得一些积极数据,昨天Morgans Stanley 发布其收益报告, 或多或少在基本面方面也引起了一些兴趣, 因为他们它们暗示尽管SVB 和signature 银行破产，但仍保持韧性和强劲.

此外, 我们注意到继公司宣布新的降价后，尽管在正常交易时段小幅回调，昨天Tesla股价继续下跌。请注意在盘后交易时段，该公司还发布了收益报告，显示每股收益(EPS)以及第一季度收入数据均略低于预期. 该发布可能会使今天的股价再度承受下行压力. 当天的另一个输家是铝加工商 Alcoa，其每股收益和收入数据也低于预期，令交易者失望，而我们仍然对矿业公司 Rio Tinto 和澳大利亚资源公司 BHP Group 感到担忧，后者将于今天晚些时候发布收益报告.

在高科技领域，我们注意到IBM的喜忧参半的报告，同时也注意到TSM将于今天发布其盈利报告.

今日其他亮点:

During today’s European session, we note the release of France’s business climate for April, while ECB President Christine Lagarde is scheduled to speak. In the American session, we note the release from the US of the weekly initial jobless claims figure, the Philly Fed Business Index for April and the existing home sales for March, while from the Eurozone we get April’s preliminary consumer sentiment for April. On the monetary front, we note that BoE MPC Tenreyro, BoC Governor Tiff Macklem, Fed Board Governor Waller, Cleveland Fed President Mester, Dallas Fed President Logan and ECB Board Member Schnabel are scheduled to speak. During tomorrow’s Asian session, we note the release of Australia’s and Japan’s preliminary PMI figures for April, while from Japan we also get March’s CPI rates. On the monetary front, we note that Atlanta Fed President Bostic and Philadelphia Fed President Harker are scheduled to speak.