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É interessante observar o DAX e o FTSE a aguentarem-se apesar dos sinais um tanto hawkish do BCE recentemente; parece que muito já está precificado, mas quanto mais podem absorver se as taxas permanecerem mais altas por mais tempo do que o antecipado? O verdadeiro teste pode vir com os próximos dados de inflação.
I agree that a lot seems priced in already, but the duration of "higher for longer" is indeed the critical variable. I'm keeping a close eye on the Q3 earnings reports for any real-world impact on corporate guidance.
ผมว่าตลาดคงมองข้ามช็อตไปแล้วครับว่าถึง ECB จะขึ้นดอกเบี้ย แต่เศรษฐกิจยุโรปก็อาจจะไม่แย่เท่าที่คิด แต่ก็ต้องรอดูตัวเลขเงินเฟ้อจริงๆ นั่นแหละครับถึงจะเห็นภาพชัดเจนขึ้น
It's always a fun game of 'how much pain can we take?' before the market decides it's had enough. My money's on the market having a surprisingly high pain tolerance, right up until it doesn't.
Traderforum · Português