美股漲跌不一 國際原油價格大跌 2年-10年國債收益率倒掛程度達到2007年以來最大
格隆匯7月12日丨美股漲跌不一,納指漲0.5%,標普500漲0.1%,道指跌0.09%。
白宮發言人週一表示,由於汽油和食品價格大幅上漲,預計美國6月CPI仍將高企;美國紐約聯儲調查顯示,美國6月一年期通脹預期升至6.8%,創2013年啓動這項調查以來的新高,分析師預計最新CPI同比升幅將達到8.8%;美聯儲博斯蒂克預計中性利率在3%左右,並支持支持再次加息75個基點;WTI原油日內跌幅達5%,報98.85美元/桶,布倫特原油跌超4%,報102.53美元/桶;美債收益率進一步走低,2年期國債收益率下降5個基點至3.026%,10年期國債收益率下降7個基點至2.926%,2年-10年國債收益率倒掛程度達到2007年以來最大;據報道,美國總統拜登新冠疫情應對小組計劃在週二發出警告,新冠病毒BA.5變異株在全國範圍內引起了新一輪感染、再感染和住院人數增加。
百事可樂漲0.77%,受價格上漲和零食品牌提振,百事可樂Q2營收同比增長5.3%,超市場預期;Gap跌近7%,公司宣佈首席執行官離職,並預計第二季度收入下跌;Peloton漲2.8%,公司表示簡化供應鏈和修復成本結構,並擬將所有製造業務進行外包;Canoo飆升93%,沃爾瑪將購買4500輛該公司的電動送貨車;美國運通跌2.24%,摩根士丹利將其評級從“增持”下調至“中性”,理由是預計通脹環境下消費者支出將會放緩。
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