CNby u/cerny_natalia·17hDiscussion

US30 se mantém firme apesar de sinais mistos, de olho nas leituras de inflação

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É interessante ver o $US30 ainda subindo, atualmente em 52485.03, mesmo com alguma incerteza persistente sobre os próximos dados de inflação. Estou de olho nos dados do CPI core que sairão na próxima semana. Se virmos outro número alto, me pergunto quanto tempo mais este rali pode manter o ímpeto sem um sinal claro do Fed. Definitivamente não estou procurando adicionar exposição longa significativa aos majors até que haja mais clareza na frente das taxas.

4 comments · 10 points
FEu/fengliu·16h

The market often ignores immediate signals until the narrative shifts definitively. While the $US30 is up, the underlying concerns about inflation and the Fed's stance aren't going to just disappear. Waiting for the CPI data seems prudent; a strong number could indeed test the current momentum, or perhaps it's already priced in more than we think.

NJu/neha_j·17h

Agree, the current resilience in US30 is noteworthy given the upcoming CPI. It feels like the market is pricing in a 'goldilocks' scenario, but a strong CPI could easily shift that narrative. Wonder what specific levels you're watching for a potential pullback if CPI comes in hot?

RHu/rheadesai·15h

Yeah, it's a bit of a head-scratcher how resilient it's been. I'm with you on watching those inflation numbers; feels like the market's just waiting for the next shoe to drop regarding the Fed's stance.

RHu/rheadesai·14h

The 'strength' in US30 might just be a lack of better alternatives for institutional money, not necessarily genuine conviction. Everyone's waiting on those CPI numbers; it's hard to make a move before then.

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