下周宏观展望:美伊、俄乌或迎和谈重要窗口,沃什正式接任美联储主席

ChainCatcher 消息,据金十报道,本周,美伊冲突、俄乌冲突均出现重大和平曙光,地缘政治风险大幅缓解。下周,两场地缘冲突能否进一步降温值得重点关注。此外,下周宏观事件以美国 4 月 CPI 数据为重点,具体如下:
周二 15:15,FOMC 永久票委、纽约联储主席威廉姆斯参与一场有关货币政策的小组讨论;
周二 20:15,美国至 4 月 25 日当周 ADP 就业人数周度变动;
周二 20:30,美国 4 月 CPI 数据;
周三 04:30,美国至 5 月 8 日当周 API 原油库存;
周三 20:30,美国 4 月 PPI 年率、月率;
周五 05:30,美联储理事巴尔发表讲话;
周五 21:15,美国 4 月工业产出月率。
最后,下周美联储将迎来重大人事变动。候任主席凯文·沃什预计将于周一获参议院确认,并于 5 月 15 日正式从鲍威尔手中接过帅印。
美股方面,截至本周五,新一轮飙升已推动标普 500 指数在 2026 年累计上涨 8%,并在过去三年连续实现两位数回报的基础上继续攀升。以科技股为主的纳斯达克综合指数年内累计上涨近 13%,两大指数均创下历史新高。虽然第一季度的财报季已接近尾声,但企业报告在未来几天仍将是股价的关键驱动力。
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