主要亮点
市场快照
“如果你不能上火车，一边走，就有另一个人。”本月自动化的纽约地铁公告搬到了华盛顿，在那里继续对财政刺激的“大”展望继续。原来的1.9万亿刺激账单（由房子通过并送到参议院）现在预计总计至少为1.6万亿美元（开放共和国提供的6180亿美元），另一个在1+亿万亿美元地区正在工作。良好的事情利率是“仍然”低，以涵盖债务，不想造成关注 - 但请注意，10年美国财政部收于1.42％，随着30年的30年间休息2.15％。现有刺激法案的影响是在每周失业报告（本月）中的影响，因为收集所有方案的失业人数增加了260万至2044万（终止于1904万元），补充300美元每周付款再次启动（已过期的人数为600美元）。刺激法案的效果也显示了1月份的个人收入增加10％。For the market, the two-part harmony of the U.S. Fed and Treasury stimulus and support expanded, as some now saw it as three-part harmony, with the third part being individuals, which had been heard for a while, but they had now continued long enough to be considered part of the band by many. While not everyone agrees on the third part (ask GameStop traders), the two-part harmony seemed strong enough for the short-term, and if you don't fight the Fed you don't short Fed and friends (with the sidebar being that there is not much selling, outside of some IT profit taking, yielding little resistance to the upside). The Street's bottom line was the S&P 500 posting five new closing highs for the month (with six for The Dow®), as the S&P 500 closed above 3,900 for the first time, ending the month shy at 3,811.15 (3,800 was broken on Jan. 7, 2021; 3,700 on Dec. 8, 2020; 3,600 on Nov. 16, 2020). The S&P 500 posted a 2.61% February gain (it was up 5.94% on Feb. 12, 2021), making up for January's 1.11% decline. The index was up 1.47% YTD, up 13.12% from the U.S. Nov. 3, 2020, presidential election, and up 12.55% from the pre-COVID-19 Feb. 19, 2020, closing high (posting 30 new closing highs since then). A warning for the fun and potentially misleading stats for the Feb. 19, 2020, high (3,386.15) through the March 23, 2020, low (2,237.40), when the index declined 33.93%: the change from Feb. 19, 2020, was 12.55%, as the change from March 23, 2020, was 70.34% (personal belief: anyone using these numbers should explain the base, and not just quote a selected stat to support their point—keep your presentation kosher).
