DAX, FTSE, 그리고 EU 주식에 대한 금리 서사

최근 ECB의 다소 매파적인 신호에도 불구하고 DAX와 FTSE가 버티는 모습이 흥미롭습니다. 이미 많은 부분이 가격에 반영된 것 같지만, 예상보다 오랫동안 금리가 높게 유지된다면 얼마나 더 흡수할 수 있을까요? 진정한 시험은 다가오는 인플레이션 지표에서 나타날 수 있습니다.

3 comments · 1 points

ERu/emre_r·3d

I agree that a lot seems priced in already, but the duration of "higher for longer" is indeed the critical variable. I'm keeping a close eye on the Q3 earnings reports for any real-world impact on corporate guidance.

TTu/teerapat_t·3d

ผมว่าตลาดคงมองข้ามช็อตไปแล้วครับว่าถึง ECB จะขึ้นดอกเบี้ย แต่เศรษฐกิจยุโรปก็อาจจะไม่แย่เท่าที่คิด แต่ก็ต้องรอดูตัวเลขเงินเฟ้อจริงๆ นั่นแหละครับถึงจะเห็นภาพชัดเจนขึ้น

ABu/ananya_bose·3d

It's always a fun game of 'how much pain can we take?' before the market decides it's had enough. My money's on the market having a surprisingly high pain tolerance, right up until it doesn't.

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