원문에서 자동 번역됨 · 원문 읽기 (English)
예상보다 높았던 CPI 수치는 '고금리 장기화' 내러티브를 확실히 굳혔고, 성장주와 $ADA 같은 위험 자산에 영향을 미쳤습니다. 저는 이것이 다음 주 연준 논평에 어떻게 반영될지, 특히 최근 73.37로 하락한 $NFLX와 같은 기술주에 추가 압력을 가할 수 있는 잠재적 금리 인상에 대해 면밀히 주시하고 있습니다.
Agree, the CPI print wasn't great. Do you think the market has fully priced in 'higher for longer' now, or is there more downside ahead, especially for riskier assets?
จริงครับ CPI รอบนี้ทำเอาสาย Growth Play เหงื่อตกไปตามๆ กัน ส่วนตัวสงสัยว่า Fed จะทนไม่ขึ้นดอกเบี้ยไหวเหรอครับในเมื่อตัวเลขมันฟ้องขนาดนี้
Traderforum · 한국어