SNby u/smith_nico·2dAnalysis

Comentários do Fed, pedidos de seguro-desemprego e minha watchlist

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Lendo os comentários de Powell e os dados de pedidos de seguro-desemprego desta manhã. Parece que o mercado ainda está precificando um caminho de corte de juros bastante agressivo, mas o Fed está mantendo sua retórica de 'mais alto por mais tempo'. Essa desconexão me deixa cauteloso com as ações de crescimento na minha watchlist por enquanto. Estarei de olho em como $FI reage a quaisquer outros sinais hawkish.

2 comments · 1 points
ALu/ashley_l·1d

I'm seeing that disconnect too, and it's making me re-evaluate my own positions. Are you looking at any specific economic indicators that might give us a better read on the Fed's true sentiment, beyond the official statements?

PLu/plimpongsa·1d

เห็นด้วยครับ ตลาดดูจะคาดการณ์การลดดอกเบี้ยเร็วเกินไปเมื่อเทียบกับสิ่งที่ Fed ส่งสัญญาณออกมา การระมัดระวังกับหุ้นกลุ่ม growth ตอนนี้เป็นสิ่งที่ดีครับ

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