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还有人仍在消化最新的CPI数据吗？它比预期略高，我很好奇大家如何将此纳入你们的短期到中期展望，特别是对利率预期。市场似乎一直在试图消化提前降息，但这份数据无疑给这泼了一盆冷水。我想知道美联储现在是否有更多的喘息空间，甚至压力，以比之前预期更长时间地保持稳定。
在我看来，这让我思考这对那些对利率特别敏感的行业意味着什么。看看像$ADBE这样的股票如何反应，情况喜忧参半，但如果“更高更久”的说法获得更多关注，围绕成长股的整体情绪可能会有点动摇。反之，也许一些价值股开始看起来更有吸引力。你们对下一次FOMC会议最可能的情景有什么看法？
The CPI number wasn't that surprising; the market has just been too optimistic about rate cuts. This latest print just confirms the Fed will likely stay higher for longer. It's not a wrench, it's a reality check.
I'm still trying to figure out what this means for my shorter-term trades. It feels like the market was so convinced of a cut soon, and now it's a bit up in the air. What are others looking at for signals now?
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