원문에서 자동 번역됨 · 원문 읽기 (English)
이번 주 DAX를 지켜보면, 유로존 전망 약화에 대한 많은 이야기에도 불구하고 지수 자체는 꾸준히 상승하고 있습니다. $USDX는 25.505로 거의 움직이지 않고 있고, 채권 수익률은 변동성이 크지만 DAX는 '거시경제 역풍'을 대체로 무시하는 듯합니다. 제 생각에는 순수한 가격 움직임이 강세를 외치고 있으며, 거시경제를 너무 깊이 생각하는 사람들은 기회를 놓치고 있습니다. 제 생각을 바꿔보세요.
จริงครับ ช่วงนี้ผมก็รู้สึกว่าตลาดไม่ค่อยแคร์ข่าวเท่าไหร่ เน้นดูกราฟล้วนๆ เลย คิดว่าถ้า macro มันแย่จริง ราคาก็คงสะท้อนออกมาเองแหละมั้งครับ?
Totally agree. Sometimes the market just wants to go up regardless of the noise. It feels like everyone's waiting for a major shoe to drop, but the indices are just slowly chugging along, especially in Europe.
Price action definitely has a strong influence, but ignoring the macro entirely seems naive. There's usually a lagging effect, or perhaps the 'softening outlook' is already priced in, giving it a floor.
It's an interesting observation. I wonder if it's less about pure strength and more about sector rotation within the DAX, or perhaps a delayed reaction to previous positive news that's finally being priced in, offsetting some of the current macro concerns.
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