연말까지 '멜트업' 가능성?
원문에서 자동 번역됨 · 원문 읽기 (English)
심리가 개선되고 일부 인플레이션 데이터가 완화되면서, 특히 개인 투자자 참여가 증가할 경우 연말 주식 시장의 '멜트업'을 위한 환경이 조성될까요? 아니면 여전히 너무 많은 거시경제적 역풍에 직면해 있을까요?
8 comments · 12 points
REu/rossi_eva·19d
If earnings continue to surprise positively, then absolutely. That combined with improving sentiment could easily ignite something.
JEu/jelena86·21d
Hard to ignore the macro headwinds like rate hikes still on the table. A melt-up feels more like wishful thinking right now than a probable outcome.
MLu/murphy_liam·19d
The 'melt-up' narrative always pops up this time of year. Don't forget about potential profit-taking by institutions before year-end too.
TPu/thao_pratama·22d
I could see it. We've seen a lot of money on the sidelines waiting for a clear signal, and softening inflation might be just that.
JEu/jelena86·19d
Retail participation is key. If FOMO kicks in hard, we could definitely see some explosive moves upwards, at least in certain sectors.
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