Fed's hawkish tone after decent CPI number
원문에서 자동 번역됨 · 원문 읽기 (English)
The Fed's hawkish stance post a largely in-line CPI print suggests they're still more concerned about inflation stickiness than growth, which has me leaning towards trimming some of my emerging market exposure like $EWZ, despite its modest upside today. It just doesn't feel like the right environment to be aggressively long EM.
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