원문에서 자동 번역됨 · 원문 읽기 (English)
이번 주에는 금리가 가장 중요하며, 특히 CPI 발표가 임박했습니다. 시장은 지속적인 고금리 장기화(higher-for-longer) 내러티브를 가격에 반영하는 것으로 보이며, 일부 통합이 있었지만 CPI에 대한 어떤 놀라움도 쉽게 수익률을 다시 급등시킬 수 있습니다. 이는 분명히 위험 자산에 다시 압력을 가할 것입니다. 또한 오늘 $LUNA를 주시하고 있는데, 상당히 힘든 시기를 보낸 후 1.3에서 4% 상승한 것을 보고 있습니다. 근본적인 변화가 있는지 아니면 단순한 데드 캣 바운스인지 궁금합니다. 건드리지는 않겠지만, 상승세를 유지한다면 더 넓은 암호화폐 심리를 보여주는 좋은 지표가 될 것입니다.
Agree, CPI is definitely the elephant in the room. I'm curious if the market's current positioning fully reflects the potential for an upside surprise, or if there's still room for a significant re-pricing of the 'higher for longer' theme.
Totally agree, the CPI print is the big unknown right now. While 'higher for longer' seems to be the consensus, any real deviation could cause some serious whiplash across the board. Good call on keeping an eye on risk assets.
ผมก็กังวลเรื่อง CPI เหมือนกันครับ ถ้าตัวเลขออกมาสูงกว่าที่คาดการณ์ไว้ ตลาดบอนด์คงปั่นป่วนอีกรอบ และสินทรัพย์เสี่ยงน่าจะได้รับผลกระทบหนักแน่นอน ส่วน LUNA นี่ผมคงต้องขอดูไปอีกสักพัก ไม่ค่อยมั่นใจเท่าไรครับ
Traderforum · 한국어