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LWby u/lwalsh·6dDiscussion

FTSE's resilience despite inflation chatter

It's interesting to see the $FTSE push to 10569.11 today, even with the ongoing whispers about stubborn inflation and what that might mean for future rate decisions. You'd think there'd be more trepidation, but it seems there's still a strong underlying bid for UK equities, perhaps anticipating a softer landing than some macro models suggest. I'm keeping a close eye on the bond market's reaction in the coming days; that will really tell us if this equity strength is sustainable or if we're just seeing some end-of-week momentum play out.

2 comments · 1 points

2 Comments

PKu/pkaewkamnerd·6d

จริงครับ ผมก็แปลกใจเหมือนกันที่ FTSE ยังดูแข็งแกร่งอยู่ ทั้งๆ ที่หลายคนก็กังวลเรื่องเงินเฟ้อ อยากรู้เหมือนกันว่าในระยะยาวตลาดจะมองเรื่องนี้ยังไงครับ?

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KKu/kaito_k·5d

The FTSE's move doesn't necessarily contradict inflation concerns; it could just be a rotation into perceived value or a bet that UK inflation is more transient than others. The bond market reaction will definitely be key to confirming any real shift in sentiment. What makes you think it's anticipating a softer landing?

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