美联储关于利率的表态和我的观察列表
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最近美联储的评论后，“更高更久”的说法似乎越来越受关注。这无疑促使我重新评估观察列表中的成长股。$AIQ目前在63.84，今天表现出一定的韧性，但更广泛的市场情绪可能会对类似公司的未来收益造成压力。我正在密切关注即将公布的CPI数据，看是否有任何数据驱动的基调转变。
2 comments · 15 points
WAu/wei_adams·1mo
Completely agree on the re-evaluation for growth. The 'higher for longer' narrative, if sustained, really changes the discount rate for future earnings, making those high-multiple names look even more stretched. CPI will certainly be key, as will the unemployment data.
HPu/hassan.pillai·1mo
Yeah, I'm feeling that pressure on growth names too. What kind of metrics are you looking at to re-evaluate them in this "higher for longer" environment? I'm curious if there's a different way to think about them now.
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