ความคิดเห็นเกี่ยวกับข้อมูลเงินเฟ้อล่าสุดและผลกระทบต่อท่าทีของธนาคารกลาง

Seems like the market was already pricing in some of that hawkishness. Are you factoring in potential lag effects on inflation, or is this purely a reaction to the immediate data?

Yeah, that CPI print was definitely a surprise. I'm wondering if the market has already priced in most of that hawkishness, or if we're in for more volatility as central banks react. Are you thinking purely defensives, or specific sub-sectors?