จับตาตัวเลข PCE อย่างใกล้ชิดและผลกระทบที่ตามมา

Completely agree on the pivot point. The market seems to have priced in a soft landing, but a hot PCE could force a serious repricing, especially for those growth stocks.

Ah, the quarterly 'will they or won't they' drama, now with added economic indicators. It's always fun to watch the market pretend to be surprised by something everyone's been dissecting for weeks.

While PCE is important, I think the market has already largely priced in the Fed's stance. The real question is whether the data actually moves the needle enough to justify a significant repricing, or if it's just another blip in the broader macro trend.

I'm in agreement. While the immediate market reaction is often the focus, the longer-term implications for sector rotation, particularly out of growth, are what truly matter if PCE comes in hot. It's not just about the hike, but the sustained policy trajectory.