What 视野环球财经 said in this video:
- Market Breadthnegative for stocksshort-termAlthough the four major indices opened lower and closed near flat, the majority of S&P components and sectors declined, and overall performance was weak; the index only looks stable because large-cap stocks are propping it up, not because the market is not reacting—in reality the overall market is weakening.Source
- Bonds & Ratesnegative for stocksmid-termThe 10-year Treasury yield rose to 5.19%, with a poor 7-year auction driving a short-term spike; rising yields are pressuring stocks, with decliners the majority, and only large-cap support making the index look stable. Watch whether the high level persists; if yields stay elevated or go higher for a long time, the stock market will pay a price.Source
- EmploymentneutralInitial jobless claims fell to 197k and continuing claims were also below expectations, showing both weekly unemployment readings are low and the labor market looks solid; therefore, the Fed will continue to try to suppress inflation.Source
- Fed Policynegative for stocksshort-termThree Fed voters said further rate hikes remain necessary, with Williams, Powell, and Hamack all emphasizing inflation concerns or the reasonableness of hikes; the market is pricing about a 67% probability of an October hike. Combined with a solid labor market, the Fed will continue to focus on suppressing inflation.Source
- METAbullishshort-termMETA completed its daily top-divergence repair via a high-volume rally, choosing the strongest path and entering the 745–785 medium resistance zone; the daily RSI has entered the oversold area, and further upside would cause more severe oversold conditions, so a pullback can be expected. If 785 fails to make a new high, watch for a stagnation pattern and consider rolling out of part of the position to take profits.Source
- AMZNbullishlong-termAmazon held its trend line today; the September 16 low of 244.3 (rounded to 244) is the long-term strong support zone of 244 to 256. A break of 244 on an open or close would mean the trend-line breakout failed, but not a shift to a downtrend—it would only close the window for a sharp upside move and lead to further consolidation before another breakout attempt. The 217 to 256 zone is a long-term accumulation opportunity, and the valuation outlook is promising.Source