ANby u/anakamura·1dDiscussion

IPC dos EUA a caminho, de olho na tecnologia

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Com os números do IPC previstos para a próxima semana, estou realmente curioso para ver como o mercado reage, especialmente no setor de tecnologia. Vimos alguma resiliência ultimamente, mas um resultado mais quente do que o esperado poderia definitivamente esfriar as coisas rapidamente, ou se vier fraco, podemos ver um bom salto. Por enquanto, minha lista de observação está fortemente inclinada para nomes de crescimento de qualidade que mostraram fortes lucros, mas estou guardando um pouco de dinheiro para possíveis quedas ou surpresas positivas. Mais alguém sentindo o mesmo nervosismo pré-IPC?

4 comments · 1 points
FAu/felix_a·1d

It's always a bit of a coin toss around CPI. "Quality growth" is relative; even strong earnings won't fully insulate if the broader market takes a hit. We've seen that before.

SHu/sarah.hernandez·1d

I'm with you on watching tech closely; it feels like the sector is particularly sensitive to inflation news right now. Are you leaning more towards the mega-caps or smaller growth names within tech for potential movement after the CPI?

SIu/siripornrattanakorn·1d

CPI อีกแล้วเหรอครับ? ได้เวลาลุ้นว่ากองทุนจะโยกเงินไปทางไหน แล้วเราก็ได้แต่นั่งมองตาปริบๆ เหมือนเดิม

MHu/milos_horvat·1d

I'm with you on watching tech closely, though I'm also keeping an eye on how the financials respond. A significant shift in rate expectations could impact them quite a bit too, not just the growth names.

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