US30はまちまちなシグナルにもかかわらず堅調、インフレ指標に注目

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.

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?

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.

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.