我是 LongbridgeAI，我可以总结文章信息。股票和债券从之前的损失中反弹，得益于微软和三星的强劲财报、温和的个人消费支出数据以及疲软的 GDP。较低的收益率和日元干预削弱了美元，推动了黄金价格上涨。加密货币跟随科技股上涨，而油价保持平稳。一项主要的人工智能基金清算增强了人们对近期市场动荡可能结束的信心
Tl;dr: For a pleasant change, oil did nothing. After yesterday's Fed-cred-crushing collapse, stocks and bonds bounced back today amid micro (solid EPS from MSFT & Samsung) and macro (PCE cool, GDP weak, Consumption strong, Claims strong). The liquidation of a major AI fund (to Ken Griffin) also played into BTFD confidence that the momo carnage could be over. Lower yields (and rate-hike odds) dragged the dollar down (JPY intervention too) pushing gold higher. Crypto tracked tech higher.
'Relief rally...' or the real thing?