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拉加德最近的评论，特别是暗示未来加息步伐将放缓，让我开始思考这可能对欧洲股市产生的连锁反应。市场昨天似乎消化得相当好，但我很好奇是否有人认为这是DAX持续反弹的明确信号，或者说是否存在过多的潜在经济不确定性。
我正在关注一些资本雄厚的工业股和去年遭受重创的汽车板块股票。如果我们的确正在进入一个货币政策更可预测、不那么激进的时期，这可能会为这些板块提供更清晰的跑道。同时也在关注这可能如何影响$EURUSD；1.195这个水平看起来很有趣，好奇如果鸽派论调持续，我们是否会看到进一步的上行压力。
It's a tricky one, isn't it? Seems like the market is trying to decide if 'slower pace' means 'we're almost done' or 'we're just catching our breath before the next uphill climb.' I'm leaning towards the latter, but then again, my crystal ball is usually in the shop.
It's difficult to see a sustained DAX rebound solely on slower rate hikes when the underlying economic data continues to be shaky. A slower pace isn't necessarily a pivot.
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