Tuesday, March 24, 2020

Gold Surges For The Second Day, Congress Near Deal 黄金连续第二天大幅飙升,国会即将达成救助协议

Pre-market Futures trading, source  Finviz.com:




。World COVID-19 latest statistics, source BNO news:



。US COVID-19 latest statistics, source BNO news:




。Democrats and Republicans are getting closer to a deal on the massive stimulus package, according to multiple reports. Secretary Treasury Steven Mnuchin and Senate Minority Leader Chuck Schumer said they hope to have the final agreement in place in the morning.  Schumer said Monday the two parties had already come to certain agreements about revisions to the Republicans’ bill, including adding more unemployment protections and adding more money to hospitals.---CNBC

。BTIG’s Julian Emanuel warns stocks could lose another fifth of their value. If Congress doesn’t immediately pass a coronavirus aid package designed to help the U.S. economy, he warns it’ll spark more damage to an already battered market. “We’re in this situation where politics seems to be getting in the way,” the firm’s chief equity and derivatives strategist told CNBC’s “Trading Nation” on Monday. “The politicians are playing with fire... If you wait long enough, you risk changing psychology incrementally more, and we all know between Monday and Friday, if anything, news in terms of the virus is likely to worsen.”---CNBC

。Over the past two days, the number of confirmed coronavirus cases and deaths has seen the largest jump on record, even as the number of newly reported cases plateaus in Europe, as New York and a handful of other US states ramp up testing. On Monday, the US was hardest hit, with states adding 10,168 cases, the largest single-day increase for any country outside of China. And for the first time, the US recorded more than 100 new deaths in a single day, including the first recorded death in Hawaii. The individual, who died on Friday, was an adult from the island of Oahu suffering from "multiple underlying health conditions." As a result, at least 16 states have issued stay-at-home orders, which, once in effect, will impact 142 million people, or 43% of the US population, CNN reports. ---ZeroHedge

。Veteran emerging-market investor Mark Mobius anticipates strength in gold. Its recent sell-off alongside risk assets such as stocks and oil is a sign of pure panic, with investors selling everything as the coronavirus pandemic spread, he said.“I think it’s a mistake. People should have gold and this may be a good time to increase holdings in gold -- in fact I’m thinking that myself,” he said.---Bloomberg

。 March statistics are very ugly everywhere in Europe. German Flash manufacturing PMI is out at 45.7 and services PMI is falling at 34.5 (yes, 34.5!!!). In many European countries, the manufacturing sector declined further, but the services sector saw the sharpest slowdown, even more than anticipated (28.4 for the eurozone, 29.0 for France and 35.7 for the UK). ---Zero Hedge




。Japanese Prime Minister Shinzo Abe said on Tuesday he and the head of the International Olympic Committee agreed on the idea of delaying the Tokyo Olympics by about one year. ---CNBC







盘前期货交易,来源Finviz.com:




世界COVID-19最新统计,来源BNO新闻:




美国COVID-19最新统计,来源BNO新闻:



。根据多份报告,民主党人和共和党人正在就大规模刺激方案达成协议。 财政部长史蒂文·姆努钦(Steven Mnuchin)和参议院少数党领袖查克·舒默(Chuck Schumer)表示,他们希望能在早上达成最终协议。 舒默周一说,两党已经就修订共和党法案达成了某些协议,包括增加失业保障和为医院增加资金。---CNBC

。BTIG的朱利安·伊曼纽尔(Julian Emanuel)警告说,股票价值可能会再损失五分之一。 如果国会没有立即通过旨在帮助美国经济的冠状病毒援助计划,他警告说,这将对本已饱受打击的市场造成更大的损害。 该公司的首席股票和衍生品策略师周一对CNBC的“交易国家”说:“我们处于这种情况下,政治似乎是个障碍。” “政客们正在玩火……如果等待的时间长了,可能会越来越多地改变心理,并且我们都知道,从星期一到星期五,有关该病毒的新闻可能会恶化。” ---CNBC

。在过去的两天中,确诊的冠状病毒病例数和死亡人数是有记录以来最大的跃升,尽管在欧洲新报告的病例数达到稳定水平时,纽约和美国其他几个州的检测也在逐步增加。 周一,美国受到的打击最大,各州共增加了10,168例,这是中国以外任何一个国家最大的单日增幅。 而且,这是美国首次在一天之内记录了100多例新死亡,其中包括夏威夷的首次记录死亡。 该人于周五死亡,是瓦胡岛的一名成年人,患有“多种潜在的健康状况”。 结果,至少有16个州已发布了留在家的命令,一旦生效,将影响1.42亿人,占美国人口的43%。---ZeroHedge

经验丰富的新兴市场投资者Mark Mobius预计黄金将走强。 他说,它最近的被抛售以及股票和石油等风险资产是纯粹的恐慌迹象,因为随着冠状病毒大流行蔓延,投资者不惜抛售了一切。他说:“我认为这是错误的。 人们应该拥有黄金,这可能是增加黄金持有量的好时机-实际上,我在想自己。”他说。---Bloomberg

 欧洲各地3月份的统计数据都很丑陋。 德国制造业PMI闪报下降至45.7,服务PMI下降至34.5(是,34.5 !!!)。 在许多欧洲国家,制造业进一步下滑,但服务业的降幅最大,超过了预期(欧元区为28.4,法国为29.0,英国为35.7)。






。日本首相安倍晋三周二表示,他与国际奥委会主席就将东京奥运会推迟一年左右的想法达成了一致。---CNBC

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