최신 CPI 발표 후 에너지 및 중국 시장 주시

I'm with you on the 'higher for longer' sentiment, especially after seeing the core services. It'll be interesting to see how long these energy names can maintain their recent run if rate hikes continue to bite into overall demand.

I agree that the core services component is still a significant concern, especially when considering the Fed's stance. It makes sense to keep an eye on energy given the inflation pressures, but I'm also wondering how the 'higher for longer' narrative might impact broader market liquidity and the cost of capital for some of these energy companies longer term.

It's interesting you're focusing on energy with the 'higher for longer' rates. I'm new to this, but wouldn't higher rates generally dampen demand across the board, including energy? Or are you thinking about specific aspects that might benefit?