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Nyilatkoztak a profik: így reagálhat az amerikai részvénypiac a mai munkaerőpiaci adatra

portfolio.hu 2026-06-05 09:40:27 |

Március vége óta óriási raliban van az amerikai részvénypiac, a befektetők pedig a kockázatok helyett csak az AI-sztorira és a félvezetőkre koncentrálnak. A háttérben azonban a fizikai világ, illetve a kötvény- és árupiacok is válságot kiáltanak, ráadásul sorra érkeznek az energiaválság hatásait tükröző makrogazdasági adatok is. A péntek délutáni amerikai munkaerőpiaci jelentés kiemelten fontos lesz ilyen szempontból, hiszen nemcsak a növekedési és kamatkilátásokat írhatja át, de a részvénypiacon is fordulatot hozhat.

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Nyilatkoztak a profik: így reagálhat az amerikai részvénypiac a mai munkaerőpiaci adatra

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Nyilatkoztak a profik: így reagálhat az amerikai részvénypiac a mai munkaerőpiaci adatra

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