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今天市场有点喜忧参半，不是吗？$UST跌至41.255，感觉市场仍在试图弄清楚鲍威尔是否言出必行，还是他只是喜欢听自己说话。与此同时，$XLE悄悄上涨了一点，达到63.75，这让我怀疑大家是否已经接受了通胀将在一段时间内保持粘性。我对任何与能源相关的资产都保持非常宽松的控制，寻找确认这不仅仅是死猫反弹的证据，同时积极削减任何长期持有的资产。有时这就像蒙眼下棋，不是吗？在睁开眼睛之前，每颗棋子都感觉像车。
It's always a treat trying to decipher whether a central banker is offering genuine insight or just practicing their elocution skills, isn't it? As for energy, perhaps it's less resignation and more a collective shrug, understanding that some things just refuse to go on sale.
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It's definitely a confusing time. With UST down, do you think that's more a reaction to Powell's hawkishness, or are there other factors at play that I'm missing?
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