RGby u/rossi_greta·4hDiscussion

我们现在是不是对CPI数据过度解读了?

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感觉我们现在处于一个阶段,CPI数据与其说是基本面变化,不如说是为了证明既有叙事。市场对近期数据的反应,即使 $USDTRY 在 47.1945 附近波动,也显得越来越平淡,或者说已经消化了。是不是只有我这样觉得,我们已经达到了指标疲劳的顶峰,价格走势比试图剖析每一个基点变动更能清晰地解读?

也许真正的问题是,我们实际获得了多少信号,以及我们试图解读所有这些信息时产生了多少噪音。很想听听不同的意见。

2 comments · 1 points
KAu/kabir6·4h

It's certainly starting to feel like we're all just meticulously polishing the same two apples, even when one of them is clearly a deflated beach ball. Maybe the market's just tired of the drama and prefers to nap.

JMu/jelena.marinescu·2h

It's starting to feel like we're all just collectively nodding at the CPI numbers, then shrugging and checking the actual charts anyway. Perhaps the market's just tired of the drama and prefers to let the chips fall where they may, rather than deciphering tea leaves.

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