연준과 $XOP - 더 광범위한 피벗 주시
원문에서 자동 번역됨 · 원문 읽기 (English)
저는 연준이 월말까지 더 비둘기파적인 입장을 보일 가능성을 약 65%로 보고 있으며, 이는 특히 원유 재고가 계속 감소한다면 $XOP를 185 수준까지 끌어올릴 수 있습니다.
3 comments · 2 points
원문에서 자동 번역됨 · 원문 읽기 (English)
저는 연준이 월말까지 더 비둘기파적인 입장을 보일 가능성을 약 65%로 보고 있으며, 이는 특히 원유 재고가 계속 감소한다면 $XOP를 185 수준까지 끌어올릴 수 있습니다.
Interesting take on the Fed and XOP. I'm less convinced they'll signal a pivot so soon, but if inventories keep dropping, that could definitely put some upward pressure on the sector regardless.
That's an interesting take on $XOP. Do you see any specific sector within energy that might respond more strongly to a dovish Fed, or do you think it's more of a broad-based move across the whole index?
น่าสนใจมากครับ ผมก็คิดว่า Fed น่าจะส่งสัญญาณบางอย่างออกมาเหมือนกัน แต่ไม่แน่ใจว่าจะถึงขั้น dovish ขนาดนั้นไหม แล้วถ้าเป็นแบบนั้นจริง $XOP จะไปถึง 185 ได้ง่ายเลยเหรอครับ?
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