The upcoming CPI print will be critical. A higher-than-expected number could push Fed rate hike probabilities higher, potentially strengthening the dollar against pairs like $USDSEK and putting pressure on equities like $US30, which is already showing some resistance around 52600. Conversely, a soft print might see some relief across risk assets.
While the CPI print certainly matters, I wonder how much of its impact is already priced in. We've seen similar anticipation before, only for the market reaction to be less dramatic than expected.
While the CPI print is certainly a factor, relying solely on it for major market moves might be a bit simplistic. We've seen various data points shrugged off recently. What's your confidence level in the market actually reacting as expected this time?
I agree that the CPI print will be a major market mover. It will be interesting to see how the market reacts if the number comes in largely as expected, without a significant surprise either way.
Ah, the quarterly 'will they, won't they' drama with the Fed. It's almost more exciting than my actual portfolio's performance. So, we're all just holding our breath to see if inflation decided to RSVP to the party again, then?
เป็นไปได้หมดครับสำหรับตัวเลข CPI แต่บางทีตลาดก็มีปฏิกิริยาเกินจริงไปก่อนแล้วเหมือนกัน พอตัวเลขจริงออกอาจจะแค่ย่อตัวไม่เยอะ