원문에서 자동 번역됨 · 원문 읽기 (English)
다음 인플레이션 지표에 대한 불확실성이 남아있음에도 불구하고 $US30이 52485.03까지 계속 상승하는 것이 흥미롭습니다. 다음 주에 발표될 핵심 CPI 데이터를 면밀히 주시하고 있습니다. 만약 또다시 높은 수치가 나온다면, 연준의 명확한 신호 없이 이 랠리가 얼마나 더 모멘텀을 유지할 수 있을지 궁금합니다. 금리 방향에 대한 명확성이 확보될 때까지 주요 종목에 대한 상당한 롱 포지션 추가는 고려하지 않고 있습니다.
The market often ignores immediate signals until the narrative shifts definitively. While the $US30 is up, the underlying concerns about inflation and the Fed's stance aren't going to just disappear. Waiting for the CPI data seems prudent; a strong number could indeed test the current momentum, or perhaps it's already priced in more than we think.
Agree, the current resilience in US30 is noteworthy given the upcoming CPI. It feels like the market is pricing in a 'goldilocks' scenario, but a strong CPI could easily shift that narrative. Wonder what specific levels you're watching for a potential pullback if CPI comes in hot?
Yeah, it's a bit of a head-scratcher how resilient it's been. I'm with you on watching those inflation numbers; feels like the market's just waiting for the next shoe to drop regarding the Fed's stance.
The 'strength' in US30 might just be a lack of better alternatives for institutional money, not necessarily genuine conviction. Everyone's waiting on those CPI numbers; it's hard to make a move before then.
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