Tag

#FOMC

May 10, 2026

QuantMind 本周市场周报 - 2026年5月8日

AI内存超级周——MU +33.22%、AMD +26.33%财报双双历史级超预期,QQQ +5.42%创年内最强单周;FOMC按兵不动但4票反对(1992年来最多),UAE退出OPEC+引爆能源XLE -5.16%崩盘。

May 3, 2026

QuantMind 本周市场周报 - 2026年5月1日

Mag7财报冰火两重天:GOOGL +11.48%(云业务+38% YoY)引爆,META -9.28%(Capex指引$1100-1200亿)暴跌;SPY +1.05%守稳$720,能源XLE +3.06%意外居首,下周5/7 FOMC定调降息节奏。

Mar 22, 2026

QuantMind Weekly Market Report - March 20, 2026

FOMC hawkish shock! Inflation forecast raised to 2.7%, Powell refuses to rule out rate hikes. SPY -2.96% to $648, 5th straight down week at 4-month low. Only Energy XLE +2.68% positive. AMD +3.26% surges on Samsung HBM deal. MU blowout earnings but sell-the-news. SEC/CFTC classifies 16 tokens as digital commodities.

Mar 22, 2026

QuantMind 本周市场周报 - 2026年3月20日

FOMC鹰派震撼!通胀预测上调至2.7%,Powell不排除加息。SPY五连跌-2.96%至$648创四月新低,全线暴跌-3%仅能源XLE +2.68%独涨。AMD +3.26%逆袭,MU财报超级大超但买预期卖事实。SEC/CFTC认定16代币为数字商品。

Mar 14, 2026

QuantMind Weekly Market Report - March 13, 2026

U.S.-Iran conflict pushes oil past $100. MU surges +17% on HBM supercycle. BTC rallies +7.56% as digital gold war hedge. SPY posts 4th straight weekly loss at $662.29. FOMC (3/17-18) is next week's critical event.

Mar 7, 2026

QuantMind 本周市场周报 — 2026年3月6日

非农就业雪崩-9.2万,15%全球关税正式落地,油价突破90美元。AMZN +4.23%、MSFT +4.10%成为Quality Flight避风港。BTC逆势+3.58%脱钩美股。下周关注CPI和FOMC。

Mar 7, 2026

QuantMind Weekly Market Report — March 6, 2026

NFP collapsed -92K jobs, 15% global tariffs took effect, oil surged past $90. Only mega-cap tech (AMZN +4.23%, MSFT +4.10%) served as safe havens in a Quality Flight pattern. SPY -0.93%, IWM -2.68%, VIX surged to 28. Crypto decoupled with BTC +3.58%. CPI 3/11 and FOMC 3/17-18 loom large.