KC의 급등과 인플레이션 서사에 미치는 영향

เห็นด้วยเลยค่ะ บางทีตลาดก็มีมุมมองของตัวเองที่ต่างจาก Fed หรือนักเศรษฐศาสตร์อยู่เหมือนกันนะ

That's a solid point about KC. While one day's move isn't a trend, it definitely adds another data point to consider when assessing the 'transitory' versus 'sticky' inflation debate. I wonder how much of it is specific to coffee supply issues versus broader commodity sentiment.

It's a good point about KC. While it's one commodity, these kinds of moves can certainly make one question the 'transitory' narrative, especially if we see a broader commodity basket follow suit. I wonder how much of this is speculative vs. genuine supply concerns coming back into focus.

Interesting point on KC. Could it be more about supply concerns or a specific fundamental shift for coffee rather than a broad inflation signal? I'd be curious to see if other soft commodities are showing similar strength.