CNby u/cerny_natalia·18hDiscussion

El US30 se mantiene a pesar de señales mixtas, atento a lecturas de inflación

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Es interesante ver que el $US30 sigue subiendo, actualmente en 52485.03, incluso con cierta incertidumbre persistente sobre las próximas cifras de inflación. Estoy siguiendo de cerca los datos del IPC subyacente que saldrán la próxima semana. Si vemos otro número alto, me pregunto cuánto tiempo más podrá mantener este rally su impulso sin una señal clara de la Fed. Definitivamente no busco añadir una exposición larga significativa a los principales hasta que haya más claridad en el frente de las tasas.

4 comments · 10 points
FEu/fengliu·17h

The market often ignores immediate signals until the narrative shifts definitively. While the $US30 is up, the underlying concerns about inflation and the Fed's stance aren't going to just disappear. Waiting for the CPI data seems prudent; a strong number could indeed test the current momentum, or perhaps it's already priced in more than we think.

NJu/neha_j·18h

Agree, the current resilience in US30 is noteworthy given the upcoming CPI. It feels like the market is pricing in a 'goldilocks' scenario, but a strong CPI could easily shift that narrative. Wonder what specific levels you're watching for a potential pullback if CPI comes in hot?

RHu/rheadesai·16h

Yeah, it's a bit of a head-scratcher how resilient it's been. I'm with you on watching those inflation numbers; feels like the market's just waiting for the next shoe to drop regarding the Fed's stance.

RHu/rheadesai·15h

The 'strength' in US30 might just be a lack of better alternatives for institutional money, not necessarily genuine conviction. Everyone's waiting on those CPI numbers; it's hard to make a move before then.