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[LatensiónestáaumentandoRusiaadvirtióaEstadosUnidos:!AtréveteaenviartropasaUcraniaytomarátodaslasmedidasnecesariasRecientementeharesurgidoelconflictoenelestedeUcraniaylasituaciónenRusiayUcraniaestensaDespuésdequeUcraniapidióalaOTANquefortalecieralapreparaciónparaelcombatelocalydeclaróqueEstadosUnidospodríabrindarasistenciaenguerrasfuturasRusiaadvirtióquetrataríaeldesplieguedetropasoccidentalesenUcraniacomouna”seriaprovocación”(Futurosdiarios)![¡Latensiónestáaumentando!RusiaadvirtióaEstadosUnidos:¡AtréveteaenviartropasaUcraniaytomarátodaslasmedidasnecesarias!RecientementeharesurgidoelconflictoenelestedeUcraniaylasituaciónenRusiayUcraniaestensaDespuésdequeUcraniapidióalaOTANquefortalecieralapreparaciónparaelcombatelocalydeclaróqueEstadosUnidospodríabrindarasistenciaenguerrasfuturasRusiaadvirtióquetrataríaeldesplieguedetropasoccidentalesenUcraniacomouna”seriaprovocación”(Futurosdiarios)
Recently, conflicts in eastern Ukraine have resumed and the situation in Russia and Ukraine is tense. After Ukraine called on NATO to strengthen local combat readiness and declared that the United States could provide assistance in future wars, Russia warned that it would treat the deployment of Western troops in Ukraine as a “serious provocation.”
Recently, the situation in eastern Ukraine has become tense. President of Ukraine Vladimir Zelensky and NorthAtlantic OceanThe convention organization said on April 1 that Russia had gathered its troops in the border area between Russia and Ukraine. US Defense Secretary Lloyd Austin discussed the situation in eastern Ukraine with Ukraine Defense Secretary Andre Taran on the same day, reiterating that the US will help Ukraine strengthen its defense capabilities to “resist effectively the Russian invasion. “
Russia has always denied having sent troops to eastern Ukraine. On April 2, Russian presidential press secretary Dmitry Peskov warned the United States not to send troops to eastern Ukraine, otherwise Russia will take “action.”
Peskov told the press conference that once the United States sends troops, “it will surely escalate tensions near the Russian border, and Russia needs to take more steps to ensure (national) security.” He did not specify what measures Russia will take.
Peskov also stressed that Russia “will never and will never threaten anyone.”
After the holidays, the market will again meet the inflation test,InlandThe minutes of the reserve meeting are about to arrive
After Easter in Europe and America and the Ching Ming holiday in China, the global market will once again usher in a series of important events.InlandCollectively announced by the Reserve Bank and the European Central BankbadgeMinutes of the policy meeting, China will announce social finance,CPIData, the US will announce.PPI、SMEsData, Powell will participate in the internationalMonetary FundOrganize seminars.
At 02:00 on April 8, Beijing time,InlandThe Reserve Bank will announce the minutes of the March monetary policy meeting and investors will pay close attention to any new comments on inflation. Fed Chairman Powell said after the March meeting that the Fed believes inflationary pressures are temporary, but the market is still concerned this will become a bigger problem.
In addition, China March CPI and US March PPI data will also be closely watched As fuel and other commodity prices have risen, investors are concerned that the inflation rate will rise sharply in the future.
The US stock earnings season has already started, but no major companies will release earnings for the time being next week. According to data from Refinitiv, first-quarter corporate revenue is expected to grow 24.2% year-on-year, partly affected by the low base caused by last year’s epidemic.
The upcoming earnings season is expected to continue to drive the stock market.Credit SuisseChief US equities strategist Jonathan Golub noted that the S&P 500 is up 78% from its lowest point since March last year, largely driven by earnings. Economists have recently continued to raise their forecasts for economic growth, and research shows thatGDPEvery 1% increase will basically increase revenue by 2.5% to 3% and even generate more profit growth.
So will the market usher in “April Bull”?
With the economic restart and fiscal stimulus policies, the market generally expects the stock market to continue to rise in the second quarter, unless US Treasury yields rise too quickly. Some financial professionals expect April to be a “bullish April.” Historically, the US equity market had a strong performance in April.
Head of LPL Financialmarketing strategyAnalyst Ryan Detrick analyzed that in 14 of the last 15 years, the stock market posted gains in April, and since 1950, April was the second best month for the US stock market.
Sam Stovall, CFRA chief investment strategist, said the market entered April and the second quarter smoothly, but some cyclical stocks may have risen too much and stocks in the energy, industrial and financial sectors may halt their gains.
Tianfeng International’s latest research pointed out that in the short term, investors should be wary of the impact of the rise in the US dollar index after the US Treasury yield curve rises to eliminate shock risk from the global liquidity of the US dollar. The dollar index has risen from around 89 last year to 93,022 If the US dollar continues The index rises again to around 95, which may trigger the risk of capital outflows in emerging markets.
(Source: Futures Daily)
(Editor in charge: DF118)
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