원문에서 자동 번역됨 · 원문 읽기 (English)
오늘 아침 파월 의장의 발언과 실업수당 청구 데이터를 읽어봤습니다. 시장은 여전히 상당히 공격적인 금리 인하 경로를 예상하는 것 같지만, 연준은 '더 오래 높은 금리 유지'라는 수사를 고수하고 있습니다. 이러한 괴리 때문에 당분간 제 관심 목록에 있는 성장주에 대해 조심스러워집니다. $FI가 추가적인 매파적 신호에 어떻게 반응하는지 계속 지켜볼 것입니다.
I'm seeing that disconnect too, and it's making me re-evaluate my own positions. Are you looking at any specific economic indicators that might give us a better read on the Fed's true sentiment, beyond the official statements?
เห็นด้วยครับ ตลาดดูจะคาดการณ์การลดดอกเบี้ยเร็วเกินไปเมื่อเทียบกับสิ่งที่ Fed ส่งสัญญาณออกมา การระมัดระวังกับหุ้นกลุ่ม growth ตอนนี้เป็นสิ่งที่ดีครับ
Traderforum · 한국어