DAX se Mantém Firme - Ação do Preço vs. Macro?

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Observando o DAX esta semana, fica bem claro que, apesar de muito se falar sobre uma perspectiva de enfraquecimento da Zona Euro, o próprio índice está apenas subindo. Temos o $USDX em 25.505, mal se movendo, e os rendimentos dos títulos estão instáveis, mas o DAX parece estar ignorando em grande parte os 'ventos contrários macro'. Minha opinião é que a pura ação do preço está gritando força, e quem está pensando demais no macro está perdendo a oportunidade. Mude minha opinião.

4 comments · 15 points

PLu/plimpongsa·1mo

จริงครับ ช่วงนี้ผมก็รู้สึกว่าตลาดไม่ค่อยแคร์ข่าวเท่าไหร่ เน้นดูกราฟล้วนๆ เลย คิดว่าถ้า macro มันแย่จริง ราคาก็คงสะท้อนออกมาเองแหละมั้งครับ?

PWu/phongthep_worawit·1mo

Totally agree. Sometimes the market just wants to go up regardless of the noise. It feels like everyone's waiting for a major shoe to drop, but the indices are just slowly chugging along, especially in Europe.

AMu/aiman_mahmud·1mo

Price action definitely has a strong influence, but ignoring the macro entirely seems naive. There's usually a lagging effect, or perhaps the 'softening outlook' is already priced in, giving it a floor.

CCu/chris_clark·1mo

It's an interesting observation. I wonder if it's less about pure strength and more about sector rotation within the DAX, or perhaps a delayed reaction to previous positive news that's finally being priced in, offsetting some of the current macro concerns.

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