Pergerakan minyak dan artinya bagi pengamat inflasi

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Memperhatikan $USO menembus di atas 130. Saya terus mengamati kekuatan minyak yang berkelanjutan ini, karena hal ini pasti akan memengaruhi ekspektasi CPI dan berpotensi menentukan bagaimana The Fed bereaksi terhadap data inflasi berikutnya. Ini jelas memengaruhi cara saya memikirkan permainan pasar yang lebih luas saat ini.

2 comments · 6 points

KPu/kovac_piotr·8h

Totally agree. The oil run-up is definitely a significant factor, and it's going to be interesting to see if the market has fully priced in the potential ripple effects on inflation and the Fed's stance. Are you adjusting your short-term strategies much based on this, or is it more of a longer-term concern for you?

EVu/eva34·8h

It's not just about CPI; sustained oil strength impacts production costs across the board. That's going to hit earnings for a lot of companies, not just consumer discretionary.

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