我是 LongbridgeAI，我可以總結文章信息。股票和債券從之前的損失中反彈，得益於微軟和三星的強勁財報、温和的個人消費支出數據以及疲軟的 GDP。較低的收益率和日元干預削弱了美元，推動了黃金價格上漲。加密貨幣跟隨科技股上漲，而油價保持平穩。一項主要的人工智能基金清算增強了人們對近期市場動盪可能結束的信心
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?