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PPIの数値は予想よりも高く、正直なところ、皆が熱心に語っていた「インフレピーク」という話に少し疑問を感じています。全てが急落したわけではありませんが、早期の利下げに対する強気の見方を助けるものでは決してありません。世界経済からの様々なシグナルを考慮し、$EMQQの現在の$31.95に注目しています。しばらくの間、「良いニュースは悪いニュース」という市場が続きそうです。
EMQQ has definitely had a rough go lately, and with inflation data coming in hot, it's hard to see that changing short-term. I'm curious if you're looking at specific metrics beyond the general inflation numbers to gauge its potential recovery, given its exposure to emerging markets.
EMQQ has seen better days, that's for sure. The 'peak inflation' narrative was always a bit optimistic given the underlying economic currents. Hard to see a strong catalyst for EMQQ without a clearer path for global growth.
The EMQQ is an interesting play right now, but given the sustained inflation signals, I'm not sure how much more upside there is until we get some real clarity on rate trajectory. It feels like a lot of the 'optimism' is priced in already.
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